Resource Center

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

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.

This episode explores accounts including UTMA and 529 plans, detailing the pros and cons of each as well as gifting, and when to utilize trusts.

Understand the responsibilities of each role, where they may overlap and how to decide how to choose someone.

The hosts discuss the different ways Credit Shelter Trusts can be structured and the potential downsides of using one

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.

We released new features for both our core product as well as Family Office Suite™ including enhancements to Ester™, our AI extraction tool.

Dasarte Yarnway joins this episode to discuss his approach to holistic financial planning, why estate planning is the backbone and his RIITE planning process.

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.

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…

Gifting can be a great strategy to transfer wealth but the tax implications and exemptions are often misunderstood. Listen to this Practical Planner episode to learn more.

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.