Estate Planning Drama
Jill on Money with Jill Schlesinger
Audacy
4.6 • 1.9K Ratings
🗓️ 18 December 2022
⏱️ 11 minutes
🧾️ Download transcript
Summary
What's the best way for me to handle some estate planning drama involving my three kids?
Have a money question? Email us, ask jill [at] jill on money dot com.
Please leave us a rating or review in Apple Podcasts.
"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
Transcript
Click on a timestamp to play from that location
| 0:00.0 | Welcome to the Jill on Money Show. It's Sunday, December 18th. And even this late in the year, |
| 0:10.0 | we are, in fact, taking your questions. And if you've got financial concerns, or maybe it's good |
| 0:15.9 | stuff, maybe you got a whopping bonus and you don't know what to do with it. Maybe you are lucky enough to |
| 0:21.5 | hit some massive one-time only event and it's changing your life and you want to make sure you |
| 0:27.5 | don't mess it up. Or maybe you've gotten yourself into some financial trouble and you need our help. |
| 0:32.7 | Regardless, Mark and I, we're both certified financial planners and we are here to help you out, whatever the |
| 0:38.8 | issue is. So if you would like some assistance, if you'd like some eyes and ears on your situation, |
| 0:45.6 | go to the website, jillonmoney.com, click the contact us button and fill out that form. If you just |
| 0:52.2 | want to have an email, that's fine. We'll do that. If you want to come on the air, just make sure you check the little box that says, I would like to come on the air. That is what Linda did. Linda is on the line from Minnesota. Hi. Basically, I have three kids. Two are single, and my middle child is married with a third child on the way. |
| 1:11.9 | And discussions have come up over two things. |
| 1:14.6 | One, gifting of money, because I've been able because they have a family to give them |
| 1:21.2 | more money recently than my other two are getting. |
| 1:24.9 | And then the issue has come up about the discrepancy in the amount of money one family is getting over the other two. |
| 1:31.1 | And the other question is the will that they feel I had told them. |
| 1:36.5 | I try to be open with my kids about money. |
| 1:38.5 | I had told them I plan to leave them each an amount and to leave each and amount to each and amount to each of the grandchildren, hoping, of course, |
| 1:45.5 | that I don't die in the near future. I'm 69. But they have taken issue with that and feel that it should |
| 1:51.1 | just be even even Stephen. So how do you feel about that? Well, my preference, obviously, is to leave |
| 1:58.4 | something to my grandchildren. And even my son that has the children is willing to say thirds is fine because he doesn't want to have any family strife. |
| 2:06.6 | Okay. |
| 2:07.2 | So I guess, you know, I should go along with that. |
| 2:10.8 | I have problems because I do want to leave things to existing grandchildren because they need help with school tuition and things like that. |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from Audacy, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of Audacy and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2026.

