Financial advisors know that the most effective client relationships are built on trust, foresight, and the ability to guide families through the full arc of their financial lives. But while investment management and retirement planning are often top of mind, estate planning is too often left siloed, delayed, or outsourced. The reality is simple: holistic […]
PHOENIX – April 16, 2026 — Wealth.com, the AI-powered platform modernizing how wealth management firms deliver estate and tax planning, today announced it has raised $65 million in an oversubscribed Series B round. New investors included Titanium Ventures, Pruven Capital, The K Fund and Dynasty Financial Partners, with participation from existing investors including Charles Schwab […]
Transcript: The biggest estate planning challenges my clients face are getting the right advice at the right time. My name is Mike Kato. I’m the head of financial planning at GC Wealth. My role is to design and develop our financial planning offering. Relying upon traditional estate planning tools was not going to cut it. We […]
PHOENIX – APRIL 14, 2026 – Wealth.com, the industry’s leading estate and tax planning platform, today announced that its proprietary AI platform, Ester Intelligence, is entering a new era, expanding from document and planning intelligence into a fully integrated intelligence layer for modern wealth management. Ester Intelligence initially transformed how advisors interact with estate documents […]
Join Dave Haughton, J.D., for a high‑impact webinar that shows advisors how to help families move wealth across generations with little or no transfer‑tax drag.
On May 20, 2025, Washington Governor, Bob Ferguson, signed new tax legislation that will have a significant impact on estate planning for clients in the state. These changes—which include both a higher exemption amount and steeper tax rates for larger estates—will take effect on July 1, 2025. Here’s what financial advisors should know to guide […]
Unpack the complexities of properly funding a trust: how to handle everything from bank accounts and investment accounts to business interests, private investments, and life insurance.
PHOENIX, AZ – June 3, 2025 — Wealth.com, the leading end-to-end estate planning platform, today announced it has been selected by Commonwealth Financial Network® (“Commonwealth”) as an estate planning solution for its more than 2,300 affiliated independent financial advisors. The partnership positions Wealth.com as a core component of Commonwealth’s broader effort to bring specialized planning […]
Learn how top advisors are using AI-powered tools like Zocks and Wealth.com to automate workflows, personalize client engagement, and scale their practice.
Thomas, Anne, and David break down one of the most complex but powerful tools in advanced estate planning: the dynasty trust and the Generation-Skipping Transfer tax.
We’re turning up the dial this May with new tools that simplify analysis, streamline workflows, and enhance clarity in client communication. Whether you’re running projections on complex trust structures or signing estate documents with ease, this release equips you with more precision and flexibility across the board. From the newly unlocked Heritage Map to enhanced […]
PHOENIX–(BUSINESS WIRE)–Wealth.com, the leading digital estate planning platform for financial advisors, today announced plans for its first annual industry-wide event: The Estate Planning Conference, taking place Jan. 26-28, 2026, at the Montelucia Resort in Scottsdale, Arizona, which has been reserved in its entirety for attendees. Designed to unite financial advisors, estate planners and wealth management leaders, […]
On May 9, 2025, House Republicans on the Ways and Means Committee unveiled the first piece of a broad new tax cut proposal that could have long-term implications for financial advisors and their clients. They released the entire bill to the public on May 12, 2025. The proposed legislation builds on the 2017 Tax Cuts […]
Helping kids financially isn’t one-size-fits-all. Unpack the nuanced differences between gifting, loaning, and renting when supporting family, especially when it comes to housing.
Financial advisors who aren’t helping clients with estate planning may be missing key opportunities to align wealth with values, reduce taxes, and protect loved ones. Too often, advisors overlook tax and planning strategies that can deepen relationships and distinguish their approach. While advisors are importantly focused on investment management and related tax strategies, estate planning […]
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