Yahoo! Finance Search - Finance Home - Yahoo! - Help

 Personal Finance Special Edition
Finance Home > Money Matters > Why You Also Need a Trust > Do You Need A Trust?

 
Do You Need A Trust? 11 Questions to Ask Yourself

A Suze Orman exclusive

If you answer Yes to any of the questions, then you should seriously consider establishing a trust.

  1. Do you have a financial interest in a business?
  2. Do you have beneficiaries under the age of 25?
  3. Do you have children with special needs, meaning they will never be able to financially support themselves due to a physical or mental disability?
  4. Are you in a second or third marriage?
  5. Are you on bad terms with any of your heirs?
  6. Are any family members physically ill?
  7. Is any family member developmentally disabled?
  8. Is any family member in need of creditor protection?
  9. Is any family member bad at managing money?
  10. Do you own real estate of any value in more than one state?
  11. Is your estate worth close to $1,000,000?

< Prev Next >

Previous Article: Why a Will Isn't Enough
Next Article: What a Good Lawyer Should Deliver
Main: Why You Also Need a Trust

 Yahoo! Finance - Planning Center
Estate Planning on Yahoo! Finance
·  Types of Trusts
·  Protect Your Land and Cut Taxes, Too
·  Putting Together an Estate Plan
·  Re-evaluate Your Life Insurance
 
More on Planning ...
 Will & Trust Software
  Suze Orman's New
Will & Trust Kit

Create your own will & trust now - with personalized documents worth over $2500.

Only $13.50 plus S&H

 Next on Money Matters
Scammers and Spammers – Protecting Yourself and Your Money
By Suze Orman

·  Where There Is Only a Will, Your Family Will Pay
·  Is a Trust Right For You?
Next: September 6, 2004
Add a reminder to my Yahoo! Calendar
 Previous Money Matters
Baby-Proofing Your Finances
·  Don't Let the Kind of Life Insurance You Buy Kill You
·  Why a Will Is Not Enough
Retirement or College Savings
·  Money Does Not Equal Love
·  Don't Mortgage Your Future
·  Respect Your Kids Even If You Don't Respect Yourself
View All Topics...
 Article Tools
·  Email this article to a friend
·  Print this article
·  View Spanish translations of Money Matters on Yahoo! Finanzas en Español


Copyright © 2014 Yahoo! Inc. All rights reserved. Privacy Policy - Terms of Service
Copyright © 2014 Suze Orman All Rights Reserved.

Questions or Comments?