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Scott and Pat talk to advisor Barbara Healy about a terminally ill client whose last wish is to take care of his wife.
Retirement experts Scott Hanson and Pat McClain, hosts of Hanson McClain's Money Matters, advise an investor about wills and living trusts in California.
Join Pat McClain, ChFC®, for this FREE retirement webinar to learn how you can become confident that you'll be able to retire in the same lifestyle you enjoy today.
Retirement experts Scott Hanson and Pat McClain explain the hidden benefits of paying off your mortgage.
Scott Hanson advises readers about an important relationship that must be established before either partner becomes terminally ill.
Scott and Pat explain how probate taxes work, what a "step-up in basis" is, & other types of taxes that may come into play when someone inherits assets.
Watch this FREE webinar hosted by Scott Hanson, CFP®, to help you gather the information you need to research to learn the background of your investment advisor.
Listen to Scott and Pat review with a caller the differences between an Executor and Guardian. They advise on what to consider when appointing someone for the roles.
Hanson McClain Advisors has developed the 7 Personal Decisions Points to help you prepare for retirement transition.
Scott Hanson writes in Kiplinger about retirement, being a benefactor, and inheriting a 401(k) or pension.
Financial expert Scott Hanson writes about inheritances and stock liquidation.
Listen to Scott and Pat discuss how gifting appreciated stocks can have tax benefits and reset your cost basis if re-purchased.
Scott Hanson discusses naming a trust as primary beneficiary for a retirement plan.
Scott Hanson discusses how to run your own check of your financial advisor.
Scott Hanson talks retirement and compensation models for investment advisors.
Download Hanson McClain's "How to Select a Financial Advisor" FREE eBook to find an advisor that best meets your retirement needs and goals.