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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.

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  • 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

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

7 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 ComprehensiveGguide

16 min read
Woman appearing stressed looking at her computer

The Most Common Estate Planning Mistakes and How To Avoid Them

4 min read

The Practical Planner Podcast

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Introducing The Practical Planner

1 min read

Where Estate Planning Fits Into Life Planning

1 min read

Everything You Need to Know About Marital Trusts

1 min read

Approaching difficult conversations with clients with Anna N'Je-Konte, CFP®

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 Suite™: 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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What Advisors Need to Know About Elective Community Property

Some non-community property states are allowing individuals and families to “opt-in,” providing significant income tax benefits.
1 min read

What Advisors Need to Know About Elective Community Property

1 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

2024 IRS Inflation Adjusted Numbers Reference Guide for Estate Planning

3 min read