Fresh thinking and timely perspectives from leaders shaping the future of wealth and legacy planning.
A strong year-end plan starts before year-end feels urgent. October still gives advisors time to find the issues. November creates room to compare options and make decisions. By December, the work needs to move from recommendation to execution. Too often, all three phases are compressed into one year-end client meeting agenda. The advisor reviews performance, […]
New parents leave the hospital with feeding schedules, pediatric appointments, insurance forms, and very little sleep. A will rarely makes the first-week list. Yet the birth or adoption of a child changes nearly every part of a family’s financial and estate plan. There is now someone who depends on the parents for care, income, housing, […]
Wealth.com is the estate and tax planning launch partner for Claude for Financial Advisors, which Anthropic announced today. We also released a Wealth.com connector for Claude, built on the Model Context Protocol (MCP), the open standard Anthropic created for connecting AI applications to outside systems and data. Firms already on the Wealth.com platform can enable […]
Finding the right estate plan just got easier, smarter, and more personalized. We revamped our matching quiz to bring you recommendations built directly on 2026 legal trends and attorney consensus. What’s New & How It Helps You Attorney-Backed Guidance: We surveyed our national attorney network to align our quiz with current local legal best practices. […]
Any estate planning attorney or financial advisor can attest that it’s common to hear a client say they know they’ve done some estate planning in the past, but aren’t sure what it actually says. Legal documents are often dense with legalese, and even identifying what type of document you have can be tricky for non-lawyers. […]
Your client may call the company an asset. That description is technically correct and practically incomplete. The business may generate the household’s income, employ family members, own real estate, guarantee debt, fund retirement, and represent most of the client’s net worth. It may also depend heavily on the owner’s relationships, judgment, and daily involvement. If […]
A client’s child turns 18. Their financial life may look almost exactly as it did the day before. They may be preparing for college, working a summer job, or still relying on their parents for nearly everything. They probably do not have meaningful assets to manage. But an important planning threshold has arrived. Once a […]
Your client just wrote a tuition check, co-signed a housing form, and paid the first health insurance premium of the year. In the eyes of the law, none of that gives them the right to make a single phone call to their child’s doctor. The day a child turns 18, the default access a parent […]
Less than a decade ago, tax planning software for financial advisors barely existed as a category. Today it is one of the fastest-growing segments of the advisor tech stack, for good reason. Tax planning touches nearly every dimension of a client’s financial life, and advisors who can deliver it at scale have a measurable competitive […]
What Is Probate? Probate is the court-supervised legal process through which a person’s estate is administered and distributed after they have passed away. There are a few functions of a probate proceeding: It validates the deceased person’s Will, if they have one It appoints a person responsible for administering the estate (called a personal representative, […]
The Great Wealth Transfer is usually framed as a story about scale. Cerulli Associates projects that $124 trillion will transfer through 2048, including approximately $105 trillion passing to heirs and $18 trillion going to charitable organizations. Nearly $100 trillion is expected to originate with Baby Boomers and older generations. But the amount of money changing […]
Sign up for a wealth of practical resources, industry insights, and product updates, delivered monthly.
