NEW YORK, NY — September 14, 2026 — Wealth.com, the leading estate and tax planning platform for wealth management firms, today announced it is a launch partner for Claude for Financial Advisors. Estate and tax planning demand a level of precision that few advisor workflows do. Questions about what a trust provides, who holds authority […]
Key platform updates designed to streamline workflows, strengthen integrations, and help advisors deliver more client-ready reports this season.
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 […]
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.
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 […]
Key takeaways from the IRS’ final regulations to much of 2019’s SECURE Act, including those relating to the distribution requirement for inheritors of IRAs and 401(k)s.
By helping clients figure out what their authentic life looks like, Justin Castelli, founder of RLS Wealth, believes it brings more clarity to the estate planning process.
Hosts Anne Rhodes and Thomas Kopelman discuss all you need to know about having a marital trust, digging into the three main reasons why you may need one.
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