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 […]
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.
Hosts Anne Rhodes & Thomas Kopelman walk through a list of the main common terms financial advisors should know when it comes to Estate Planning.
We proactively approach product innovation to continually deliver quality and value to our members. This update highlights features from September 2023.
Practical Planner Hosts Anne Rhodes & Thomas Kopelman are joined by Tyrone Ross Jr. to discuss the unique landscape of Estate Planning for cryptocurrency and digital assets.
Our Chief Legal Officer, Anne Rhodes, recently wrote an article for WealthManagement.com that breaks down key aspects of elective community property, such as the The Double Basis Step-Up. It also includes actionable client examples that can help advisors contextualize what this trend means for their clients. Find it here:
A Trust for Descendant is a type of sub-trust that specifically benefits a child (or a more remote descendant), who is called the “primary beneficiary.” Read more for a comprehensive explainer.
In this episode of The Practical Planner, hosts Anne Rhodes & Thomas Kopelman dive deeper into the world of trusts.
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 […]
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