Articles

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.

This guide covers why regular revisions are crucial, when you should update your estate plan and how to keep your plan aligned with your goals.

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, […]