Articles

Wealth.com’s May 2024 product updates include state estate tax analysis, easily storing completed documents from clients, enhanced organization to storing clients’ estate plan information and more

As we step into the second quarter of 2024, the wealth.com product team is thrilled to announce some new product features and enhancements aimed at providing ongoing value to our advisor partners and their clients. Check out our April 2024 releases below. Feel free to ask any questions or share your feedback by emailing us […]

We proactively approach product innovation to continually deliver quality and value to our members. This update highlights features from September 2023.

We are continuously focused on developing new solutions to provide advisors and their clients with a comprehensive platform that maintains the quality and rigor expected in estate planning. That’s why we’re excited to announce that we’ve enhanced the ability for users to better customize their Joint Revocable Trust to include sub-trusts, including a Marital Trust, […]

We’re focused on providing a seamless experience for all of our advisors. That’s why we’re excited to announce our latest integration with Salesforce.

2023 was a transformative year for wealth.com. We want to thank you for being an integral part to our continued success as our accomplishments happen in partnership with you and your clients. We’re even more excited about what 2024 has in store, but before we look ahead, we’re thrilled to share some of our key […]

At Wealth.com, our commitment is to provide our advisor partners and their clients with best-in-class tools to create, manage and visualize their estate plans on an ongoing basis. The foundation of our comprehensive ecosystem is a steadfast commitment to maintaining quality and rigor, and an embedded intelligence layer to simplify the estate planning process. Check […]

We proactively approach product innovation to continually deliver quality and value to our members. This update highlights features from September 2023.

Our Chief Legal Officer, Anne Rhodes, recently wrote an article for WealthManagement.com that breaks down key aspects of elective community property, such as the The Double Basis Step-Up. It also includes actionable client examples that can help advisors contextualize what this trend means for their clients. Find it here:

A Trust for Descendant is a type of sub-trust that specifically benefits a child (or a more remote descendant), who is called the “primary beneficiary.” Read more for a comprehensive explainer.

What is a Marital Trust? In this guide experts from wealth.com break down how this type of trust works, who typically uses them and other key considerations for financial advisors who are discussing estate planning with their clients.

The IRS just released its inflation-adjusted numbers for 2024, which have fairly significant implications for wealth planning. Our legal team reviewed Revenue Procedure 2023-34 and pulled out only the numbers most relevant for wealth transfer planning…