Resource Center

Wealth.com is excited to announce major enhancements coming to Ester®, our proprietary AI legal assistant tool. These updates include a brand new Executive Summary, which is optimized to recognize the decisions made in even the most complex estate planning documents and displayed in a concise, easy-to-read summary. Executive Summaries for estate documents Ester®, Wealth.com’s industry […]

Hosts Thomas Kopelman, Anne Rhodes, and David Haughton discuss how election results could impact estate tax planning, emphasizing flexibility and informed strategies.

Whether you’re running a startup, managing a family business or hold equity in a private company, trusts can protect and transfer business interests that could be vital for their long-term success.

Hosts Thomas Kopelman and Dave Haughton focus on how children can receive assets and the considerations that go into it, such as their long-term motivation and well-being.

We’re thrilled to share an update from the month of October of new features and functionality to provide our advisors with the most comprehensive estate planning solution.

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.