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.

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One is, and you can work on it with your, you know, you as the adult child can help your parents with this.

It's not being very intrusive.

You're not asking for account numbers or exact values of everything.

But it's nice to know what assets a person has.

So if you know the name, oh, I got something in Citibank.

Okay, great.

We got to know at least that.

What type of account it is?

Is it a checking?

Is it a savings, mom?

What do you think?

And then who the owner is.

There's a lot of people that are like,

Well, I pay the bills and it's under my, I control everything, but it actually has my sister's name on it, you know?

So it is crucial to know who owns everything.

Is it jointly owned?

Is it singly owned?

And then who the beneficiaries are.

Once the attorney has like an idea about that, it just makes the planning all that easier.

To have a beneficiary on things means that that controls.

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