Articles

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 […]

According to a new report from MIT, 95% of enterprise GenAI pilots fail to scale. Wealth.com’s Ester® has defied the odds and is proving what success can look like for purpose-built AI in financial services. With 30,000+ documents processed in the last year, an 800% YoY growth spike in jobs completed, Ester shows that when […]

This article is based on general legal principles concerning this topic, and is not based on any specific jurisdiction’s laws and regulations or any financial advisor’s specific facts. Each financial advisor is encouraged to understand their compliance needs and seek their own legal advice on the unauthorized practice of law. Wealth.com is not a law […]

Kicking off back-to-school season, our product team has been hard at work developing new features designed to streamline your workflow and enhance your client’s experience. This month, we’re thrilled to introduce a host of powerful new updates, from expanded capabilities for Ester® to new scenarios in EstateFlow™. Introducing Ester Insights: Guidance Beyond Summaries Ester Executive […]

Financial advisors know that the most effective client relationships are built on trust, foresight, and the ability to guide families through the full arc of their financial lives. But while investment management and retirement planning are often top of mind, estate planning is too often left siloed, delayed, or outsourced. The reality is simple: holistic […]

August was an exciting month with the introduction of mobile notary services and Snapshot Reports, read on to see what features you and your teams should be trying next! Introducing Mobile Notaries! On-Demand Notarization, From Request to Signature Wealth.com now offers mobile notaries with our preferred provider, Sign Here Ink, giving your clients a white-glove […]

Estate planning often involves a balancing act: providing support to beneficiaries without enabling dependency, establishing firm rules while preserving flexibility, and expressing intent without sacrificing efficiency. One tool that strikes this balance particularly well is the side letter. Though informal and typically not legally binding, a side letter accompanies a trust and provides the trustee […]

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 […]