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
WSJ Your Money Briefing · Don’t Delay Having the Talk About Family Inheritance · 10 Apr 2024
podcast
People don't want to face the fact that death is inevitable.
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And many people are guarded about disclosing their wealth, the exact dollar amount especially.
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We have
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Statistics say that a third of Americans actually aren't planning to talk about inheritance and wealth transfer at all, but two-thirds actually have either had the conversation or have started.
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It seems like Americans are opening up about all sorts of money-related things, talking about student loans or salary transparency.
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So it seems as if wealth transfer is next.
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You can already look up the value of someone's house on Zillow if you think about that, or you can see how much someone sold their business for on Google.
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A lot of things aren't secret, even if a family wanted to keep it secret.
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The information's out there.
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The financial advisors and estate planners I talked to said really to start early.
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And that doesn't mean telling everything right up front, but really as soon as you think the children are mature enough.
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I gave an example of a financial advisor and he's working with his son.
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It was when he was in college, he really started telling him all about the family business and he ended up entering the family business.
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So as soon as he did, then the books were totally open.
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It's best not to have the talk at the holidays when tensions are running high.
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So that might be the only time for families who live far apart.
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And if that's the case, don't have these talks at the dining room table.
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It's better to be in the living room where maybe you have the opportunity to walk out.
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I talked to one advisor.
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I talked to Lena Haas, who heads up wealth management advice for Edward Jones, and she made the point it's a conversation, not a confrontation.
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Showing 921–940 of 2,002 · page 47 of 101
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