Vol. 01 · Issue 04

The Smart Money — Weekly personal finance dispatches

Personal finance for people who want to be great with money — written by the friend who already is.

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← The DictionaryWealth Preservation Desk

Revocable Living Trust

What it is

A legal entity you create during your lifetime to hold assets, avoid probate at death, and set rules for distribution.

What it really means

Not just for rich people. In states with painful probate (California, Florida), it's a middle-class necessity.

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