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June Wealth.com Updates
Key platform updates designed to streamline workflows, strengthen integrations, and help advisors deliver more client-ready reports this season.
2 min read
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Featured Resource
Wealth.com Raises $65 Million Series B to Power AI Future of Wealth Management
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 […]
6 min read
Featured Resource
Mike Kato Finds Wealth.com Intuitive, Easy to Use, and Fully Integrated
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 […]
2 min read
Featured Resource
Wealth.com’s Proprietary AI, Ester Intelligence, Enters a New Era
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 […]
3 min read
What is Probate, and How Can You Avoid It?
Learn what probate is, why it’s often best to avoid, and how wills or trusts can streamline the process, saving time, money, and keeping your estate private.
8 min read
What’s New at Wealth.com – September 2024
We released new features for both our core product as well as Family Office Suite™ including enhancements to Ester™, our AI extraction tool.
4 min read
How to Make Estate Planning an Essential Part of Any Client’s Financial Plan with Dasarte Yarnway
Dasarte Yarnway joins this episode to discuss his approach to holistic financial planning, why estate planning is the backbone and his RIITE planning process.
1 min read
Individual vs. Joint Trust: How to Decide Which is Right for You
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.
13 min read
Wealth.com Secures $30 Million Series A to Further Modernize Estate Planning for Advisors
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…
4 min read
Everything You Need to Know About Gifting (& Taxes)
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.
1 min read
What to Know About Naming a Trust as a Beneficiary of Your Retirement Account
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.
11 min read
You Created Your Estate Planning Documents, Now What?
Hear the three key steps advisors need to know when guiding their clients through the process of finalizing and validating their estate plan documents.
1 min read
SLATs, Marital Trust Conversations, and “Extraordinary Dividends” with Chris Nason
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.
1 min read
SECURE Act Update: Inheritance Impacts & Case Studies
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.
9 min read
Utilizing the Doubled TCJA Exemption before the 2025 Sunset with Chris Nason
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 […]
1 min read
What’s New at Wealth.com – July 2024
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 […]
4 min read