Tools & Templates

Signed into law on July 4, 2025, the One Big Beautiful Bill Act brings sweeping and permanent changes to the tax code. Whether you find it beautiful or not, the law is here, and it’s here to stay, at least until Congress says otherwise. At Wealth.com, our job is to help you cut through the […]

We reviewed the IRS numbers and pulled out only those relevant for wealth planning to provide advisors, and their clients, a simple reference chart.

The Checklist available for download below is designed to help people understand their responsibilities and organize tasks following the death of an individual who asked them to administer an estate. Advisors can use this as a general guide to help clients navigate the administration of an estate through to its conclusion. Estate Administration Checklist

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

The IRS just released its inflation-adjusted numbers for 2023, which have fairly significant implications for wealth planning. Our legal team reviewed Revenue Procedure 2022-38 and pulled out only the numbers most relevant for wealth transfer planning…