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Whether it's about retirement, investments, taxes, or 401ks,

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To join Allworth's Money Matters, call now at 83399 Worth.

That's 83399 W-O-R-T-H.

Welcome to Allworth's Money Matters, Scott Hanson.

Have a plane. Thanks for joining us.

Yeah, glad you're with us as we talk about financial matters. Got a good program.

Got a couple good calls.

I'm going to talk with Mark Shone, one of our advisors, about how he was taking advantage

to some client.

I'm joking.

Mark Shone, if you could meet this guy in person, he is more like he just radiates energy.

He's not taking advantage of anybody.

I always used to say that if you called me and said, well, the weirdest thing happened, we were in a meeting and Mark's shown spontaneously combusted, I'd say, oh, yeah.

Anyway, so we'll have Mark later on.

And so we're going to have a good time.

Yeah.

And as we kick things off, I'm going to talk about the importance of having the right person listed as trustee of your estate.

I can't, I mean, we, we're not attorneys, so we don't, I don't personally draft documents.

We work with attorneys, we've, but being a financial advisor of over three decades, we have seen it all. I've got a neighbor who is an attorney, he's an attorney, that specializes in estate litigation. Suing trustees. Family suing one another. Family members suing. That's his career. It's a specialty of suing one another. Family members suing. That's, he's made, that's his career. It's a specialty of suing. And you think, why would anyone do that? Like, why would you sue your siblings?

Oh, I've seen it. I know. We've both seen it. Actually, we've got one right now. But fortunately, fortunately in this situation, the client had named a family member as a trustee and a professional trustee.

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