Estate Planning


June 26, 2025 7 Special Considerations for Blended Families: Creating an Estate Plan That Works for Everyone

In blended families, wealth transfer can get complicated. Explore seven key tips to help make the transition easier.

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March 26, 2025 The Emotional Side of Estate Planning: Preparing Your Family for the Future

Planning for your wealth's future involves more than just legal documents—it’s about creating a lasting legacy that your family understands and can …

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February 03, 2025 The role of digital assets in your estate plan: What high-net-worth investors need to know

Estate planning is a critical part of any comprehensive financial plan - but don't forget about your digital legacy when finalizing your plans.

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April 11, 2024 What to do when a spouse passes away

Even though daily obligations can feel futile, Allworth co-founder Scott Hanson shares a few essential financial must-dos for the surviving partner.

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October 12, 2023 3 key advantages of creating an estate plan

Allworth co-founder Scott Hanson outlines three of the biggest ways putting an estate plan in place now can help your family down the road.

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November 11, 2022 3 big reasons to share your estate plan with your kids

Are your kids in the loop? Allworth co-founder Scott Hanson shares why you should discuss your estate plan with your adult children.

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March 26, 2022 Can you answer these 5 estate planning questions?

Allworth Co-CEO Scott Hanson shares a few basic - yet essential - estate planning questions that everyone should be able to answer. It’s a tough …

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December 14, 2018 5 Direct Reasons to Finish Your Estate Plan Today

You don’t want to deal with it. I don’t want to deal with it. But you need to get it done. Then you can put it behind you and never think about it …

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September 22, 2017 3 Important Estate Planning Questions

What is the status of your estate plan? I’m not an estate planning attorney, but most of our clients have questions about strategically passing along …

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