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.
Trend
recordings per month · last 12 monthsNo recordings in the last 12 months.Older appearances are listed below; set an alert to hear about the next one.
Appearances
Well, safeguarding the beneficiary forms is also important.
voice-verified
You should keep copies of them with your other estate planning documents.
voice-verified
And also one advisor I talked to suggested getting a stamped copy that you'd actually send in the copy to the financial institution and ask them to send back a stamped copy that you can then keep in your records to prove that they have it.
voice-verified
Just basically a stamp copy saying that it was received.
voice-verified
His point was you have to prove that they got it.
voice-verified
So it's having an overall asset list is really important with what all your accounts are.
voice-verified
And then you can see with those accounts how they would pass upon your death, keeping the beneficiary forms in the file with your will and trust, and then sharing that information with a trusted advisor, which could be an estate planner, but also it could be the heirs and whoever you would be appointing as your personal representative and trustee so they know where to find those beneficiary forms when you pass away.
voice-verified
A will is still of utmost importance.
voice-verified
It lets you pick guardians for your children, and it is kind of a catch-all document for anything that's not going by these beneficiary forms.
voice-verified
So the point is to convert more homes to electric and energy efficient technologies.
voice-verified
And that's like especially important now with the high temperatures and other extreme weather that's raised the costs of cooling and heating and powering homes.
voice-verified
There are two rebate programs.
voice-verified
One's for specific items, everything ranging from an induction cooktop to an energy efficient dryer.
voice-verified
The other program is for a whole house redo.
voice-verified
So say you put in insulation or a new
voice-verified
heat pump that works for heating and cooling and it reduces your energy costs by 20 to 35 percent, then you can get a lot of money back.
voice-verified
Well, it's not just, oh, redo your house and buy any old air conditioning unit or put on a new roof.
voice-verified
It has to have energy efficient
voice-verified
characteristics.
voice-verified
So Energy Star ratings, the point of sale contractor is going to be able to help you to see whether the items actually qualify for the rebates or not.
voice-verified
Showing 1161–1180 of 2,002 · page 59 of 101
← Previous
Next →