Resource Center

When most people think about creating a trust, they focus on the who, what, and when: Who the beneficiaries are, what assets go in, and when they receive distributions. While crucial, these questions overlook the foundation that makes the trust work: the “where.” Just like incorporating a business, you don’t have to set up your […]

A firm’s website is often the first impression for prospective clients, and for many, it sets the tone for the entire advisory relationship. The strongest advisor websites do more than explain services; they communicate credibility, reflect a clear point of view, and make it easy for the right clients to engage. As firms compete for […]

When RFG Advisory introduced Wealth.com to its network of independent advisors, Andrew saw a way to bring estate planning in-house, streamline the process, and guide clients personally through one of the most overlooked aspects of their financial lives.

In this episode of the Practical Planner Podcast, Thomas Kopelman and Anne Rhodes return to their roots with a focused discussion on trust management.

Key platform updates designed to streamline workflows, strengthen integrations, and help advisors deliver more client-ready reports this season.

Millennial clients may not always see estate planning as urgent, but many already have the relationships, responsibilities, and assets that make planning essential. Advisors who introduce these conversations early, in a calm and values-based way, can help clients avoid unnecessary complexity later and build deeper trust in the process.

Estate planning discussions are not always shielded by attorney-client privilege. Understand when confidentiality is lost, how work product applies, and what advisors can do to protect clients and their firms.

Holiday gifting is one of the few “high touch” moments on the calendar that every client expects, yet few advisors use strategically. The right gift can quietly reinforce your value, signal that you understand what matters to a family, and open conversations about goals, legacy, and well-being. Check out this curated list of thoughtful, modern ideas across a range of price points. Each is designed to feel personal, elevated, and aligned with a fiduciary, planning-forward mindset.

This episode delves into the world of trustees, exploring the differences between corporate and individual trustees and their impact on financial planning.

Discover conversation starters to help families navigate estate planning during the holidays. This guide breaks down why most wealth transfers fail, how to approach meaningful legacy discussions, and practical steps to protect family harmony during “The Great Wealth Transfer.”

Join us for an exclusive online event introducing Wealth.com’s new strategic relationship with Summit Financial. Learn about Wealth.com, the industry’s leading estate planning platform, purpose-built to fit naturally into how advisors work.

In this episode of the Practical Planner Podcast, hosts Thomas Kopelman and David Haughton discuss common mistakes people make, such as not having an estate plan, failing to update it after life changes, and the pitfalls of do-it-yourself planning.