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
Children from a first marriage could be disinherited unintentionally if you leave all your assets to a second spouse, for example, without provisions for the children from your first marriage to inherit.
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The main point, too, the talk isn't just about dollars and estate planning documents.
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It's about your family.
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It's about plans themselves.
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to give to charity, education savings, how these things are important to your family.
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One family I talked to, they have this incredible tradition of family trips.
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So the older generation took their children, spouses, and eventually grandchildren on 23 all expenses paid family trips.
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And they joked that they were spending their inheritance.
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It covers everybody.
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And that's something financial advisors said too, that's,
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No matter what your wealth is, even if you don't think there's wealth there, there could be some wealth in house, there's wealth in possessions.
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And then again, there is this wealth in the family legacy, what's important to you to carry on, the values that you carry on.
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Either not talking about it or not doing any of the planning.
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If they don't do any of the planning, then that leaves families to the whim of whatever your state law is to pick who the guardian for your children would be to decide who gets what when you die.
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And not talking about it, it's just the surprises and then these resentments, like the example we talked about, that the families have these lingering resentments.
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And that's just unhealthy for families.
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Well, simple things like incorrect social security numbers, that can be fixed easily, right, when you're submitting your return.
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But the bigger issues are if you fail to report income inadvertently, like you forget something on your return, then that's going to cause more problems later.
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It's actually in the millions.
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Most people really do file and the return goes through swimmingly, but there are millions of people making mistakes, complicating their tax season.
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Showing 961–980 of 2,002 · page 49 of 101
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