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 · Don’t Delay Having the Talk About Family Inheritance · 10 Apr 2024 podcast

That's inevitable. voice-verified

One of the points is who you're picking, multiple children and who you're picking to be the trustee of a trust or who you're picking as your personal representative for the estate. voice-verified

And then even especially once you start talking about dividing up assets, who gets the vacation house or who has an option to buy out the vacation house. voice-verified

They're all things that have to be hashed out. voice-verified

It's not one talk. voice-verified

It's ongoing. voice-verified

I talked to a woman in Chicago who says she's been talking to her father for decades about wealth transfer. voice-verified

He's in his 90s now. voice-verified

There's the logistics side of things, making sure all the documents are in order. voice-verified

I'm talking about who you name as power of attorney for financial and health care decisions while you're alive. voice-verified

So it's not just what happens when you die, but it's in your later years that it's important. voice-verified

The passwords to accounts, beneficiary forms, even to why trusts are set up a certain way. voice-verified

So, for example, a family might give a lot of lifetime gifts to their adult children, and then it turns out in their trusts it says there are all kinds of different distribution standards, and that can cause resentment if it's not explained. voice-verified

Well, tax planning is definitely a part of the conversation. voice-verified

If you live in a state with a state tax, you need to discuss how that works. voice-verified

And the lifetime giving is something that families do to try to pass wealth on while they're alive and not have a state tax when they die. voice-verified

There are the tax implications. voice-verified

Another example of that is with an individual retirement account or a 401k retirement account. voice-verified

If you haven't filled out the beneficiary forms correctly, or even if you have, but the personal representative can't find them, that can cause surprise tax bills for heirs. voice-verified

Another example would be blended families. voice-verified

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