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What to do when a spouse passes away

There are few things as life-altering as losing a spouse. But unfortunately, as you grieve, the outside world doesn’t stand still. And that means decisions need to be made. Allworth co-founder Scott Hanson shares a few essential financial must-dos for the surviving partner.

3 key advantages of creating an estate plan

Contrary to popular belief, estate planning isn’t just for the super wealthy – it’s a key part of financial planning that everyone should embrace. Why? Allworth Co-CEO Scott Hanson shares how detailing your wishes now can help your loved ones in the future.

3 big reasons to share your estate plan with your kids

Allworth Co-CEO Scott Hanson shares three key reasons why you should make it a priority to discuss your estate plan with your adult children. In the next 25 years, $68 trillion (roughly 3X the yearly United States’ Gross Domestic Product) will be...

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 topic. And I certainly understand why some people pass away without ever having done any estate...

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 again. Everyone has an estate. You certainly do. (It’s not just a word to describe the wealthy of...

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 assets to heirs in the event of their death. Make no mistake, you should consider estate planning...

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