Reference Guide: 2025 IRS Inflation Adjusted Numbers for Estate Planning
We reviewed the IRS numbers and pulled out only those relevant for wealth planning to provide advisors, and their clients, a simple reference chart.
4 min read
Wealth.com Resources
Articles
Fresh thinking and timely perspectives from leaders shaping the future of wealth and legacy planning.
All Article Posts
What To Know About The Tax Cuts & Jobs Act Sunset, and How to Prepare Clients
This article dives into key aspects of the TCJA sunset, explores who’s likely to be impacted and outlines estate planning strategies advisors can explore with clients.
9 min read
The Role of Conservators, Guardians, Trustees, Executors and Agents in Estate Planning
Understand the responsibilities of each role, where they may overlap and how to decide how to choose someone.
13 min read
What is Probate, and How Can You Avoid It?
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.
8 min read
What’s New at Wealth.com – September 2024
We released new features for both our core product as well as Family Office Suite™ including enhancements to Ester™, our AI extraction tool.
4 min read
Individual vs. Joint Trust: How to Decide Which is Right for You
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.
13 min read
Wealth.com Secures $30 Million Series A to Further Modernize Estate Planning for Advisors
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…
4 min read
What to Know About Naming a Trust as a Beneficiary of Your Retirement Account
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.
11 min read
SECURE Act Update: Inheritance Impacts & Case Studies
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.
9 min read
What’s New at Wealth.com – July 2024
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 […]
4 min read
