Simply Money Presented by Allworth Financial

On this episode of Simply Money presented by Allworth Financial, Bob and Brian James reveal how trillions in family wealth could quietly end up with the IRS instead of your heirs. They explain why a will isn’t enough, how advanced estate planning tools like trusts and gifting strategies can protect your legacy, and why communication among family members matters just as much as the money.See omnystudio.com/listener for privacy information.

Episode metadata supplied by the publisher feed · Published Oct 10, 2025

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Simply Money Presented by Allworth Financial

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This episode was published on October 10, 2025.

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