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What is a Marital Trust? In this guide experts from wealth.com break down how this type of trust works, who typically uses them and other key considerations for financial advisors who are discussing estate planning with their clients.

The IRS just released its inflation-adjusted numbers for 2024, which have fairly significant implications for wealth planning. Our legal team reviewed Revenue Procedure 2023-34 and pulled out only the numbers most relevant for wealth transfer planning…

How This Crucial Aspect of Estate Planning Works A good estate plan allows you to understand what happens to your assets when you pass away. Generally speaking, there are three factors that can impact what happens to your assets at death: How your asset is owned. Your estate planning documents. Whether or not you have […]

The Checklist available for download below is designed to help people understand their responsibilities and organize tasks following the death of an individual who asked them to administer an estate. Advisors can use this as a general guide to help clients navigate the administration of an estate through to its conclusion. Estate Administration Checklist

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

What is the difference between a trust and a will? This is one of the top questions in estate planning, but finding a clear answer isn’t always easy. In this episode of The Practical Planner, Anne & Thomas dispel common misconceptions through straightforward discussion of the differences between wills and trusts, both definitionally and in […]

Use our Estate Planning checklists to help your clients get started with estate planning or make improvements to an existing plan.

There are several key estate planning documents every financial advisor should understand and be able to discuss with their clients. This can be daunting because documents are often referred to by different names and there are specific nuances associated with each document that affect how they work. In this episode of The Practical Planner, Anne […]

In the premiere episode of The Practical Planner, hosts Anne & Thomas break down the foundational estate planning knowledge advisors need in an actionable way with real-life examples. Watch or stream audio wherever you get your podcasts.

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

Providing our advisors with a seamless experience is central to what we do. We are proud to launch two new CRM system integrations with Redtail and Wealthbox. For our advisor partners who use either Redtail or Wealthbox as their CRM, they now have visibility into their client’s estate planning progress directly from their CRM. In […]

Thank you for being part of the wealth.com community. We always want to keep you up-to-date with our latest features available. Below, please see the newest features we launched last month. If you have any feedback or questions, we’d love to hear from you: [email protected]. Will & Trust Owner’s Manual Created by expert in-house trust […]