Articles

One of the more complicated aspects of financial planning is its sheer scope. In order to do your best work, you need comprehensive insight into a client’s full financial picture. But too often, that insight can be lacking and work gets disconnected as you move between taxes, wealth planning, estate, and even day-to-day money issues. […]

Tax planning for next-generation clients is no longer a future concern. It is a present-day requirement for advisory firms that want to retain assets, deepen relationships, and stay relevant as wealth, control, and complexity shift to younger households. Gen X, Millennials, and young business owners approach taxes differently than prior generations. Their balance sheets are […]

Testamentary capacity and contractual capacity are critical, yet often subtle, threats to the validity of a client’s estate plan and whether their final wishes will be respected. If you work with a client who is older and where capacity to make a will or a trust may be questioned by any of their potential beneficiaries, […]

For clients, a key component of sound financial and tax planning has always been maximizing the tax-deferred growth within an inherited Individual Retirement Account (IRA). Historically, trusts were the primary tool used to control and “stretch” those IRA distributions over a beneficiary’s lifetime. The passage of the original SECURE Act of 2019 and the subsequent […]

The 2026 landscape for financial advisors offers both complexity as well as opportunity as clients brace for sizable changes from years past. These changes create planning windows that require immediate attention, but they can also introduce tax traps for high-net-worth clients that advisors must navigate carefully. From the sunsetting of many pieces of the Tax […]

At-home genetic testing has transformed how families uncover their histories, but it has also introduced new complexity into estate planning. According to The Wall Street Journal article, “They Found Relatives on 23andMe and Asked for a Cut of the Inheritance,” unexpected discoveries are now leading to inheritance claims from previously unknown relatives, intensifying disputes that […]

For most of your clients, Valentine’s Day is about dinner reservations, flowers, and perhaps a weekend getaway. But as their trusted advisor, you have the unique opportunity to offer them a gift that lasts far longer than a bouquet: Peace of mind. This Valentine’s Day, we encourage you to share the concept of the “Legacy […]

In front of a sold-out in-person audience, with more than 2,000 joining virtually, Wealth.com opened its annual product keynote with insights from Chief Product Officer Danny Lohrfink, SVP of Product Nicole McMullin, and CEO Rafael Loureiro. As he noted in his opening remarks, we are in the middle of the largest wealth transfer in history, […]

Key platform updates designed to streamline workflows, strengthen integrations, and help advisors deliver more client-ready reports this season.

For most of the United States, transferring wealth involves navigating a relatively consistent landscape of common law and the Uniform Trust Code. But journey to the bayou, and you find yourself in a state of legal anomalies: Louisiana. As the only U.S. state operating under a Civil Law system, rooted in French and Spanish traditions, […]

When most people think about creating a trust, they focus on the who, what, and when: Who the beneficiaries are, what assets go in, and when they receive distributions. While crucial, these questions overlook the foundation that makes the trust work: the “where.” Just like incorporating a business, you don’t have to set up your […]

A firm’s website is often the first impression for prospective clients, and for many, it sets the tone for the entire advisory relationship. The strongest advisor websites do more than explain services; they communicate credibility, reflect a clear point of view, and make it easy for the right clients to engage. As firms compete for […]