KT

Well, I don't want to chit-chat today because I have lots and lots of questions.

No, you chit-chat.

She does it, everyone, not me.

But these questions, I have many.

So I want to try to get through them.

Okay.

And my first question happens to be regarding the Alliant Credit Union HELOC from Mike.

He said, thanks so much for the information.

This looks like an incredible opportunity.

And here's his question.

I own two homes and I have significantly more equity in my secondary residence than my primary residence.

Is the Alliant HELOC only available on primary residences or would my secondary residence qualify?

Okay.

Next question is from Alicia and Alicia asks, Susie, would you give a quick recap on what should go into revocable trust and what can be left directly to the beneficiaries?

Example,

life insurance policies and bank accounts funded to the trust or left to the beneficiary.

I want to make sure that my beneficiaries get whatever cash ASAP without having to deal with probate courts.

Wow, Alicia, good for you.

And the reason I picked this, I love her subject, quick and dirty recap on revocable trusts.

Okay, this is from Greg.