Articles

Estate planning discussions are not always shielded by attorney-client privilege. Understand when confidentiality is lost, how work product applies, and what advisors can do to protect clients and their firms.

Holiday gifting is one of the few “high touch” moments on the calendar that every client expects, yet few advisors use strategically. The right gift can quietly reinforce your value, signal that you understand what matters to a family, and open conversations about goals, legacy, and well-being. Check out this curated list of thoughtful, modern ideas across a range of price points. Each is designed to feel personal, elevated, and aligned with a fiduciary, planning-forward mindset.

A proactive POA review demonstrates thoughtful client service, prevents family emergencies, and naturally opens the door to broader estate planning conversations. Don’t wait until incapacity makes the update impossible. By leveraging Wealth.com’s continuously updated document engine, you can deliver peace of mind and operational clarity to your clients today.

Learn all about trusts and how they function as part of a comprehensive estate plan in this guide to trusts for estate planning.

Learn all about trusts and how they function as part of a comprehensive estate plan in this guide to trusts for estate planning.

Most clients hold valuable digital assets, crypto, loyalty points, domain names, and online accounts, that go unaddressed in their estate plans. Learn how advisors can protect these assets and meet fiduciary obligations through Wealth.com’s integrated digital estate planning platform.

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

NEW YORK, October 23, 2025 – CB Insights today named Wealth.com to its eight annual Fintech 100, showcasing the 100 most promising private fintech companies in the world.  “This year’s Fintech 100 showcases a new generation of companies turning AI, automation, and digital assets into the backbone of financial infrastructure,” said Laura Kennedy, Principal Analyst […]

Editor’s note: This article provides general information for financial professionals. It is not legal advice. Follow your firm’s policies and the rules in your state. Estate planning touches money, family, health, and legacy. Clients delay it because it feels complex or emotional. Advisors who frame the conversation with care help clients act, build trust, and […]

PHOENIX – October 15, 2025 — Wealth.com, the leading end-to-end estate planning platform for financial advisors, today announced its selection to Google’s inaugural Gemini Founders Forum, a global program recognizing 53 AI startups from nearly 1,000 applicants. Hosted at Google’s Mountain View headquarters on November 11–12, the two-day summit brings together a select group of […]

By Jim Doppke, Esq., Robinson Stewart Montgomery & Doppke LLC Financial advisors can assist clients in planning for their financial future, and their families’ futures, in many ways, and an important component of a holistic plan for financial well-being is an estate plan. Advisors who don’t have law licenses are not permitted to practice law. […]

The IRS has officially released its inflation-adjusted numbers for the 2026 tax year. These can have a significant impact on transfer tax and estate planning.  Due to the passage of the One Big Beautiful Bill Act, the lifetime estate and gift tax exemption was previously announced in July with a new base of $15 million […]