Articles

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 […]

For the past several years, much of the conversation around artificial intelligence in wealth management has focused on efficiency. Can AI summarize a meeting? Draft an email? Search a knowledge base? Prepare for a client review faster? Those applications matter. But they may also be obscuring the much larger shift taking place. In its 2026 […]

At EstateCon 2026, four of the most influential leaders in wealth management took the stage with a unified conviction. Joanne Bradford, Strategic Advisor to Wealth.com; Kathie Chao, Managing Director at Charles Schwab; Kate Shackleton, Executive Managing Partner at Mercer Advisors; and Shannon Spotswood, CEO of RFG Advisory, made it clear: the Great Wealth Transfer will […]

A bank and an independent advisory firm may use estate and tax planning technology to help clients answer many of the same questions. How will their wealth transfer? How do their estate documents fit together? What planning opportunities deserve attention? But the environments in which that technology must operate can look very different. For an […]

A strong year-end plan starts before year-end feels urgent. October still gives advisors time to find the issues. November creates room to compare options and make decisions. By December, the work needs to move from recommendation to execution. Too often, all three phases are compressed into one year-end client meeting agenda. The advisor reviews performance, […]

New parents leave the hospital with feeding schedules, pediatric appointments, insurance forms, and very little sleep. A will rarely makes the first-week list. Yet the birth or adoption of a child changes nearly every part of a family’s financial and estate plan. There is now someone who depends on the parents for care, income, housing, […]

Wealth.com is the estate and tax planning launch partner for Claude for Financial Advisors, which Anthropic announced today. We also released a Wealth.com connector for Claude, built on the Model Context Protocol (MCP), the open standard Anthropic created for connecting AI applications to outside systems and data. Firms already on the Wealth.com platform can enable […]

Finding the right estate plan just got easier, smarter, and more personalized. We revamped our matching quiz to bring you recommendations built directly on 2026 legal trends and attorney consensus. What’s New & How It Helps You Attorney-Backed Guidance: We surveyed our national attorney network to align our quiz with current local legal best practices. […]

Any estate planning attorney or financial advisor can attest that it’s common to hear a client say they know they’ve done some estate planning in the past, but aren’t sure what it actually says. Legal documents are often dense with legalese, and even identifying what type of document you have can be tricky for non-lawyers. […]

Your client may call the company an asset. That description is technically correct and practically incomplete. The business may generate the household’s income, employ family members, own real estate, guarantee debt, fund retirement, and represent most of the client’s net worth. It may also depend heavily on the owner’s relationships, judgment, and daily involvement. If […]

A client’s child turns 18. Their financial life may look almost exactly as it did the day before. They may be preparing for college, working a summer job, or still relying on their parents for nearly everything. They probably do not have meaningful assets to manage. But an important planning threshold has arrived. Once a […]

Your client just wrote a tuition check, co-signed a housing form, and paid the first health insurance premium of the year. In the eyes of the law, none of that gives them the right to make a single phone call to their child’s doctor. The day a child turns 18, the default access a parent […]