Resource Center

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.

We’re focused on providing a seamless experience for all of our advisors. That’s why we’re excited to announce our latest integration with Salesforce.

Learn what IRS updates and numbers financial advisors should be aware of when helping their clients with estate planning in 2024.

Hosts Anne Rhodes & Thomas Kopelman discuss what financial advisors need to know about revocable trusts, their benefits and common misconceptions.

2023 was a transformative year for wealth.com. We want to thank you for being an integral part to our continued success as our accomplishments happen in partnership with you and your clients. We’re even more excited about what 2024 has in store, but before we look ahead, we’re thrilled to share some of our key […]

At Wealth.com, our commitment is to provide our advisor partners and their clients with best-in-class tools to create, manage and visualize their estate plans on an ongoing basis. The foundation of our comprehensive ecosystem is a steadfast commitment to maintaining quality and rigor, and an embedded intelligence layer to simplify the estate planning process. Check […]

A fully optimized Estate Plan is certain to change. In this episode hosts Anne Rhodes & Thomas Kopelman dive into when you should be updating your estate plan.