Asha Paulose

speaker

333 appearances 1 recordings 1 series first heard Mar 2025 last heard Mar 2025

Asha Paulose’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

No recordings in the last 12 months.Older appearances are listed below; set an alert to hear about the next one.

newest first · ▶ plays the moment

And so if you need long-term care in the future, they will say, well, did you make any big gifts recently?

And so you have to admit that you made this large gift to your son or daughter.

The other mistake that people do is mom or dad will go to the bank and say, oh, my goodness, I need my kids to kind of help me with my finances.

The bank teller is not your attorney.

It's not your Medicaid helper.

They are answering your question rightfully, correctly.

As a bank teller, they're answering your question and they will say, Adam, as a joint account owner, easiest way to fix your problem.

It's a problem.

You came in with the problem.

I solved it.

But in reality, it's such a huge mistake.

And so what happens is mom will say, no, no, no, they don't touch my account.

I use it.

I pay my bills and I do everything.

They're just on it in case something happens to me.

But in reality, their name is in the account.

They should be filing it under their taxes because they own this account.

And that $20,000 you may have in your checking is really a $20,000 gift you gave your son because your son has now access to that amount.

Legally, he can withdraw that at any time.

He doesn't have to ask mom.

Showing 201–220 of 333 · page 11 of 17