Articles

The Highlights: Massive momentum: Cetera (12,000+ advisors), Schwab strategic investment, and Commonwealth exclusivity (2,300+ advisors). Live today: Smarter documents & reports (PDF-embedded signer checklists, standardized page numbering, custom report pages). Ester® AI upgrades: open-ended Q&A, side‑by‑side answers from Gemini, Claude, Meta & Mistral, linked citations, follow‑ups with context, rich text editor, folder-level uploads, and more. […]

July has been a newsworthy month, with the recent passing of The One Big Beautiful Bill Act (OBBBA), which we covered in a recent webinar. In addition to covering news updates that impact your clients, we also have some exciting product updates that you (and your clients) might appreciate too, including our upgraded Wealth Academy, […]

It’s the kind of estate question that’s both oddly common and incredibly difficult to answer: What if someone disappears—and no one knows if they’ve died? A client recently faced exactly this. Her daughter, named as a beneficiary on her estranged father’s retirement account, was contacted by the financial institution holding the funds. They couldn’t locate […]

The inheritance tsunami is already rolling in Roughly $124 trillion is projected to move from Baby Boomers to Gen X and Millennials by 2048, an amount larger than the current U.S. GDP. Cerulli projects that Gen X and Millennial wealth will quintuple by 2030, yet a staggering 81% of heirs say they won’t keep their […]

The world of Qualified Small Business Stock (QSBS) is poised for some significant improvements, thanks to a recent proposal from the Senate Finance Committee. On June 16th, the Committee released its version of the Republican reconciliation package to the House-passed H.R. 1 bill, unveiling proposed changes to Section 1202 that could expand QSBS benefits. What’s […]

Signed into law on July 4, 2025, the One Big Beautiful Bill Act brings sweeping and permanent changes to the tax code. Whether you find it beautiful or not, the law is here, and it’s here to stay, at least until Congress says otherwise. At Wealth.com, our job is to help you cut through the […]

We’re halfway through the year, and the Wealth.com team has been hard at work bringing you smarter, sleeker tools to make estate planning easier and more personalized. From improvements to document formatting and signer experience, to enhancements in report customization, scenario comparisons, and AI-driven insights, this month’s updates are packed with meaningful upgrades for advisors […]

On May 20, 2025, Washington Governor, Bob Ferguson, signed new tax legislation that will have a significant impact on estate planning for clients in the state. These changes—which include both a higher exemption amount and steeper tax rates for larger estates—will take effect on July 1, 2025. Here’s what financial advisors should know to guide […]

PHOENIX, AZ – June 3, 2025 — Wealth.com, the leading end-to-end estate planning platform, today announced it has been selected by Commonwealth Financial Network® (“Commonwealth”) as an estate planning solution for its more than 2,300 affiliated independent financial advisors. The partnership positions Wealth.com as a core component of Commonwealth’s broader effort to bring specialized planning […]

We’re turning up the dial this May with new tools that simplify analysis, streamline workflows, and enhance clarity in client communication. Whether you’re running projections on complex trust structures or signing estate documents with ease, this release equips you with more precision and flexibility across the board. From the newly unlocked Heritage Map to enhanced […]

PHOENIX–(BUSINESS WIRE)–Wealth.com, the leading digital estate planning platform for financial advisors, today announced plans for its first annual industry-wide event: The Estate Planning Conference, taking place Jan. 26-28, 2026, at the Montelucia Resort in Scottsdale, Arizona, which has been reserved in its entirety for attendees. Designed to unite financial advisors, estate planners and wealth management leaders, […]

On May 9, 2025, House Republicans on the Ways and Means Committee unveiled the first piece of a broad new tax cut proposal that could have long-term implications for financial advisors and their clients. They released the entire bill to the public on May 12, 2025. The proposed legislation builds on the 2017 Tax Cuts […]