Ashlea Ebeling
speaker
2,002 appearances
38 recordings
1 series
first heard Jul 2022
last heard Feb 2025
Ashlea Ebeling’s voice in public audio — every appearance, attributed to the second.
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Appearances
on the phone and talk to a representative and say, you need money, they probably will walk you through this and say, this is one of the options.
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And again, you can see it on the IRS website.
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But the administrators I talked to, they said they're not going out and telling people about it.
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For most of them, it's still the idea that they're trying to have people keep their money in their retirement accounts.
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No matter what you have in the will, it's very possible there are conflicts.
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A gentleman left his house to four adult grandchildren, but then shortly after he died, one of them moved into the house.
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So the executor, who was the son-in-law, was kind of stuck with this hard job of telling that grandchild, you have to move out.
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So that's the kind of job you can be stuck with.
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It's a big job.
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It involves handling everything that has to do with the
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estate, gathering assets, financial accounts, any real estate heirlooms.
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That's on the asset side.
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And then on the liability side, determining if there are any debts, credit cards, loans that need to be paid off, sorting everything out, and then eventually distributing money and all the stuff to the heirs.
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When someone writes a will, they'll name the executor in the will.
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And they'll often name successor executors, too, in case that first person steps down and declines the job.
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No, no.
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Typically a family member.
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So often a surviving spouse, children, but sometimes friends and family.
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especially in cases where it looks like there might be family drama and family fights.
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That's when it's usually better not to name a family member, but to name someone like a lawyer or a bank's trust department as the executor or at least co-executor with a family member.
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Showing 621–640 of 2,002 · page 32 of 101
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