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Legacy Hub

A central repository of helpful resources designed to help advisors & their clients more effectively achieve their unique visions for lasting legacies.

Featured Collections

  • Estate Planning Resources

    Everything advisors & their clients need to know about estate planning.

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  • Product Announcements

    Get the latest updates about wealth.com's product offerings.

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  • The Practical Planner Podcast

    A podcast for advisors about delivering more effective Estate Planning.

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  • Trends & Insights

    Innovative perspectives from wealth management industry leaders.

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Estate Planning Education

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Archer Investment Management Increased Estate Planning Document Creation & Creates Quick Wins for Clients

4 min read

Archer Investment Management Increased Estate Planning Document Creation & Creates Quick Wins for Clients

4 min read
Everything you need to know about choosing a trust as a beneficiary of an IRA or 401 (K)

What to Know About Naming a Trust as a Beneficiary of Your Retirement Account

14 min read

How to Get Estate Planning Documents Notarized

6 min read
An article about how often should update your estate plan and when it makes sense to do so

How Often Should You Update Your Estate Plan?: A Comprehensive Guide

16 min read

The Practical Planner Podcast

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Introducing The Practical Planner

1 min read

You Created Your Estate Planning Documents, Now What?

1 min read

SLATs, Marital Trust Conversations, and ā€œExtraordinary Dividendsā€ with Chris Nason "

1 min read

Utilizing the Doubled TCJA Exemption before the 2025 Sunset with Chris Nason

1 min read

Product Announcements

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What's New at wealth.com - July 2024

4 min read

Wealth.com Announces Family Office Suiteā„¢: Cutting-edge estate management for highly complex estates

3 min read
Wealth.com Product and Feature Updates for May 2024

What's new at wealth.com - May 2024

2 min read

Trends & Insights

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SECURE Act Update: The Treasury Department Clarifies How 2019 Law Affects Inherited Retirement Accounts

7 min read

SECURE Act Update: The Treasury Department Clarifies How 2019 Law Affects Inherited Retirement Accounts

7 min read

SECURE Act Update: Inheritance Impacts & Case Studies

11 min read
A guest post by Anna N'Jie-Konte about how financial advisors can help their clients approach hard conversations related to their estate plans

How Advisors Can Address Resistance to Estate Planning

9 min read

Hope, Healing & Estate Planning: How financial advisors can help their clients find peace

5 min read