Resource Center

Estate planning often involves having difficult conversations with loved ones. Learn how advisors can help clients approach these as well as tips for common questions clients have.

Find out what you should know about real estate assets when creating an estate plan, including gifting strategies and common mistakes to avoid.

This guide covers why regular revisions are crucial, when you should update your estate plan and how to keep your plan aligned with your goals.

Wealth.com’s May 2024 product updates include state estate tax analysis, easily storing completed documents from clients, enhanced organization to storing clients’ estate plan information and more

Find out what assets should and should not go into a trust, including real estate, businesses and more. Also learn about petitions for small states and beneficiary designations.

Hosts Anne Rhodes and Thomas Kopelman discuss how advisors can help their clients manage and reduce fees related to estate plans.

As we step into the second quarter of 2024, the wealth.com product team is thrilled to announce some new product features and enhancements aimed at providing ongoing value to our advisor partners and their clients. Check out our April 2024 releases below. Feel free to ask any questions or share your feedback by emailing us […]

Get the main considerations — Control, Asset Protection and Tax Planning — plus examples of when this would make sense.

We proactively approach product innovation to continually deliver quality and value to our members. This update highlights features from September 2023.

Helping new clients with their estate plan can be an early win. Hosts Anne Rhodes and Thomas Koppelman share tips for helping clients create or update theirs.

We are continuously focused on developing new solutions to provide advisors and their clients with a comprehensive platform that maintains the quality and rigor expected in estate planning. That’s why we’re excited to announce that we’ve enhanced the ability for users to better customize their Joint Revocable Trust to include sub-trusts, including a Marital Trust, […]

Deciding to fund an individual or a joint trust isn’t always simple. This episode goes into what factors to consider when deciding the right type of trust.