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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WSJ Your Money Briefing · Estate Fights Can Tear Stepfamilies Apart. Here’s How to Avoid the Brawl · 6 Jun 2024 podcast

In some cases, if that's the way the documents were set up or that's the way the house was titled or the beneficiary designation on the retirement account was written out, that's the way it is. voice-verified

Not talking about it ahead of time is a big thing because then that can lead to resentments later on. voice-verified

But also something that's really important is selecting the executor and the trustee carefully. voice-verified

These situations where you think there might be tensions, definitely have an outside trustee or executor who would be handling the estate. voice-verified

The basic lesson for everyone is doing the estate planning. voice-verified

And that's when kids are young, making sure you have guardians. voice-verified

And understanding that it's not just the one document that's important, but it's the beneficiary designations. voice-verified

It's how you have your house titled. voice-verified

It's what your will says. voice-verified

If you have a prenup, it all is interrelated. voice-verified

And then talking to the family members. voice-verified

Some of the people I talked to, they said they had estranged children. voice-verified

Then they wanted to write them out of their will, but then they put them back in their will. voice-verified

So not doing things on a whim is really important for everyone too. voice-verified

WSJ Your Money Briefing · Where’s My Tax Refund? It Might Be Delayed · 18 Apr 2024 podcast

There are lots of reasons. voice-verified

The simplest one is if you do file by paper. voice-verified

So there could be math mistakes. voice-verified

Those can sometimes happen. voice-verified

be quick to fix. voice-verified

The IRS computers can even fix them. voice-verified

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