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
Wealth.com Resources
Articles
Fresh thinking and timely perspectives from leaders shaping the future of wealth and legacy planning.
All Article Posts
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
SECURE Act Update: The Treasury Department Clarifies How 2019 Law Affects Inherited Retirement Accounts
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.
5 min read
Wealth.com Announces Family Office Suite™: Cutting-edge estate management for highly complex estates
Cutting-edge estate management suite empowers financial advisors to visualize their clients’ estate plans, model out potential scenarios and optimize for tax alpha
3 min read
How Advisors Can Address Resistance to Estate Planning
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.
7 min read
How Often Should You Update Your Estate Plan?: A Comprehensive Guide
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.
13 min read
What’s new at Wealth.com – May 2024
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
2 min read
What’s New at Wealth.com – April 2024
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 […]
2 min read