Articles

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…

How This Crucial Aspect of Estate Planning Works A good estate plan allows you to understand what happens to your assets when you pass away. Generally speaking, there are three factors that can impact what happens to your assets at death: How your asset is owned. Your estate planning documents. Whether or not you have […]

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

Use our Estate Planning checklists to help your clients get started with estate planning or make improvements to an existing plan.

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

Providing our advisors with a seamless experience is central to what we do. We are proud to launch two new CRM system integrations with Redtail and Wealthbox. For our advisor partners who use either Redtail or Wealthbox as their CRM, they now have visibility into their client’s estate planning progress directly from their CRM. In […]

Thank you for being part of the wealth.com community. We always want to keep you up-to-date with our latest features available. Below, please see the newest features we launched last month. If you have any feedback or questions, we’d love to hear from you: [email protected]. Will & Trust Owner’s Manual Created by expert in-house trust […]

We are excited to announce that we now offer the ability for married members in common law states to draft Joint Revocable Trusts. Wealth.com always seeks to provide meaningful solutions to our advisor partners and their clients. We have offered Joint Revocable Trusts to our members in community property states since our launch. Based on […]

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

Gain a working understanding of estate planning basics with our essential estate planning 101 overview.