Articles

Understand the responsibilities of each role, where they may overlap and how to decide how to choose someone.

Learn what probate is, why it’s often best to avoid, and how wills or trusts can streamline the process, saving time, money, and keeping your estate private.

We released new features for both our core product as well as Family Office Suite™ including enhancements to Ester™, our AI extraction tool.

Understand the factors to consider as well as the pros and cons of each type of trust to help you make an informed decision about your estate plan.

Wealth.com is thrilled to announce that wealth.com has successfully closed a $30 million Series A funding round, led by GV (Google Ventures), as well as Citi Ventures, Outpost Ventures (an investment platform of Neuberger Berman), 53 Stations (supported…

Choosing a trust as an IRA beneficiary can offer benefits but also present disadvantages. This article explores the pros and cons, and how to make an informed decision.

Getting documents notarized serves a few purposes but the most important one is that without getting notarized, they may not be considered legally valid.

This article dives into scenarios and case studies of how the final SECURE Act regulations from the IRS could affect those inheriting 401(k)s or IRAs.

We can’t believe we’re more than halfway through 2024! It’s been a busy summer so far, and we’re excited to share the latest updates with you. Introducing the Task Center to Elevate Oversight of Your Client’s Estate Planning Journey You asked and we listened. We’re pleased to announce the Task Center to enhance collaboration and […]

Key takeaways from the IRS’ final regulations to much of 2019’s SECURE Act, including those relating to the distribution requirement for inheritors of IRAs and 401(k)s.

Cutting-edge estate management suite empowers financial advisors to visualize their clients’ estate plans, model out potential scenarios and optimize for tax alpha

Estate planning often involves having difficult conversations with loved ones. Learn how advisors can help clients approach these as well as tips for common questions clients have.