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
And even, again, just knowing where the will is, because the one family I talked to, the husband died of pneumonia at 48 and the wife was left with teenage children.
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She was so sure they had done estate planning documents, but she just she couldn't find them.
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So she's in this arduous process in Texas of having to now submit to the court for court oversight with financial statements until her children turn 18.
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In that case, a will or properly drafted trust could have prevented that.
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They're kind of the two ends of the problem.
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The first is drawing up the will.
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Depending how complicated your state is, you'll want a state lawyer in the state you live in.
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There are simple wills that you can do online.
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So that's an option for some people.
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They're also there's something called a state exec.
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There's clear estate.
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There's trust and wills probate service.
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There are starting to get to be online services and software packages that will help people through this.
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This is kind of one of these horror story cases.
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The man who died in 2015, he was just 59, single, no children.
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In 1987, he had listed his then live-in partner on his beneficiary form, but they split up in 1989.
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And now they've been fighting in court because his two brothers say that there's just no way that he would have intended for this long-ago ex to get the money.
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In most cases, that just basically means that the beneficiary gets the account when that person dies.
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So they get all the assets in the account.
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If you have a million dollar retirement account, that beneficiary gets to cash it out.
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Showing 681–700 of 2,002 · page 35 of 101
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