Survivor & Incapacitation Assistance
Your money deserves every advantage it can get.
That means working with someone who understands how to support you during life's most difficult moments. Because when you and your family are at your most vulnerable, your advisor should be a trusted resource and partner who offers more than just investment advice.
An Ally During Grief
The loss of a spouse or a parent can be an incredibly trying thing to face, and the grief associated with this loss is one of the most painful emotions a person might ever encounter. Along with the intense emotions that accompany the death of a loved one, there are practical matters that must be addressed to ensure a smooth financial transition for the surviving family members.
Allworth Airline Advisors has developed a Survivor and Incapacitation Assistance Program to provide our clients support in the event of a family member’s death, or in the case of incapacitation where you or your spouse are no longer able to make decisions regarding your family’s finances. Our crisis team, which consists of your advisor, along with our tax and estate planning experts, will be there to assist your family when they are least able to attend to the details.
While it is never easy to deal with the passing or incapacitation of a loved one, your team at Allworth Airline Advisors will ensure the surviving spouse and family members have trusted resources during this difficult time.
Our Integrated Services
At Allworth Airline Advisors, you have unparalleled access to a team of in-house financial experts—giving your wealth the advantage every airline employee needs.
