Guardianship Explained
Get tips for choosing a person to care for your minor children and learn how guardianship functions as a part of estate planning in this quick article.
3 min read
Wealth.com Resources
Articles
Fresh thinking and timely perspectives from leaders shaping the future of wealth and legacy planning.
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What Happens to Your Social Profiles When You Die?
Get tips on dealing with your digital afterlife in your estate plan in this informative article about post-death social account reconciliation.
3 min read
The Most Common Estate Planning Mistakes and How To Avoid Them
Learn more about the most common estate planning mistakes and get tips for avoiding them.
4 min read
Having Difficult Conversations About Estate Planning
A how-to guide for talking to the people you love about what happens when you die.
4 min read
What Happens When You Die Without a Will?
Learn about what happens when you die without a will and how it can be a recipe for leaving the people you care about in a lurch.
6 min read
Who Needs an Estate Plan?
This article explains under what specific circumstances you might need an estate plan and why the reasons you think you might not need one aren’t always true.
7 min read
Advisors Can Positively Impact Referrals via Estate Planning
Read about how Estate Planning can become a mechanism for increasing referrals in addition to being a service clients most trust their advisor to oversee.
3 min read
Legal Trends In Estate Planning 2023: Part 2
This is the first installment in a series of discussions between legal experts about the trends they’re seeing in laws relevant to Estate Planning.
7 min read
Legal Trends In Estate Planning 2023: Part 1
This is the first installment in a series of discussions between legal experts about the trends they’re seeing in laws relevant to Estate Planning.
9 min read
A Little Known Practice Used By Estate Planners Leans on Queen Elizabeth II in a Fascinating Way
Learn more about the Rule Against Perpetuities in trust & estate law and what it has to do with the Queen of England.
4 min read
2023 IRS Inflation Adjusted Numbers Reference Guide for Estate Planning
The IRS just released its inflation-adjusted numbers for 2023, which have fairly significant implications for wealth planning. Our legal team reviewed Revenue Procedure 2022-38 and pulled out only the numbers most relevant for wealth transfer planning…
3 min read