Resource Center

Military service can shape a family’s finances long after a client leaves the military. Retirement income, survivor benefits, life insurance, and access to care may all depend on decisions made years earlier. An estate plan needs to account for those benefits alongside the client’s investments, property, and family priorities. For financial advisors, the central question […]

The federal estate tax exemption keeps rising, but many state thresholds haven’t moved in years. That means state estate taxes now reach more clients than the federal tax does.

Your firm may help clients prepare for retirement, review their estate plans, and make more informed tax decisions. But would someone researching your firm on ChatGPT understand that? On November 10, 2026, OpenAI introduced Businesses in ChatGPT in beta. Eligible businesses can claim their profiles, contribute current information, and see insights into how they appear […]

A client gets promoted, buys a home, welcomes a child, and starts receiving equity compensation. Their financial life looks very different from five years ago. Their estate plan may still look exactly the same. For advisors working with affluent Millennial clients, this is a useful place to begin. Millennials, commonly defined as people born between […]

A vacation home represents something far more meaningful than real estate. It’s where children spent their summers, where generations gathered for holidays, and where some of life’s most treasured memories were made. It’s understandable, then, that parents often dream of passing these properties down to their children, hoping the home will remain a gathering place […]

A trust can be hundreds of pages long. It can involve multiple trustees, generations of beneficiaries, carefully drafted distribution standards, and sophisticated tax planning. And yet, the person whose wealth it governs may still struggle to answer a basic question: What actually happens under this trust if my life changes? That question is getting a […]

Celebrities have managers, agents, and advisors around them, yet many still leave estate plans that fail their families. Thomas Kopelman is joined by Lisa Hendrix Weigel, Sr. Counsel, Strategic Growth at Wealth.com, to walk through the most instructive cases.

A client shares a trust, a will or a tax return. Inside those documents are details that could shape some of the most important financial decisions their family will make. For advisors, understanding those details and knowing which questions to ask can take significant time. Ester helps advisors move that work forward. Today at Schwab […]

Join Chris Nason, Head of Private Wealth at Wealth.com, for a practical look at how advisors can analyze estate plans for complex families and know when to bring in the right experts.

Wealth.com now connects to Claude. Once you link your account, you can ask Claude questions about your own client book in plain language and get answers built from the client files, estate documents, and tax data already in Wealth.com.

For your clients, personalized tax planning is an expectation. And as a financial advisor, you know that tax strategies should reflect each client’s income sources, residency, business ownership, and long-term goals. But delivering truly customized guidance across hundreds of households creates operational inefficiency as clients ask for more precision and accountability. This gap creates a […]

at the center of most ultra-high-net-worth planning. Thomas Kopelman and Lisa Weigel are joined by Chris Nason, head of private wealth at Wealth.com, to walk through the tools that solve it: spousal lifetime access trusts and the surprisingly consequential question of how a document defines “spouse,” dynasty trusts in South Dakota and other perpetuity-friendly states, GRATs, and installment sales to grantor trusts.