Resource Center

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.

Getting documents notarized serves a few purposes but the most important one is that without getting notarized, they may not be considered legally valid.

Hear the three key steps advisors need to know when guiding their clients through the process of finalizing and validating their estate plan documents.

Anne and Thomas are joined by Chris Nason, partner at McDermott, Will and Emery LLP, to discuss the intricacies of how trusts operate, focusing on SLATs an Marital Trusts.

This article dives into scenarios and case studies of how the final SECURE Act regulations from the IRS could affect those inheriting 401(k)s or IRAs.

In the latest episode of The Practical Planner, Anne Rhodes and Thomas Kopelman sit down with Chris Nason, a partner at McDermott Will & Emery LLP and a Trust and Estate Planning teacher at Stanford University. Chris provides a deep dive into The Tax Cut and Jobs Act of 2017, sharing insights on how advisors […]

We can’t believe we’re more than halfway through 2024! It’s been a busy summer so far, and we’re excited to share the latest updates with you. Introducing the Task Center to Elevate Oversight of Your Client’s Estate Planning Journey You asked and we listened. We’re pleased to announce the Task Center to enhance collaboration and […]