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By Jim Doppke, Esq., Robinson Stewart Montgomery & Doppke LLC Financial advisors can assist clients in planning for their financial future, and their families’ futures, in many ways, and an important component of a holistic plan for financial well-being is an estate plan. Advisors who don’t have law licenses are not permitted to practice law. […]

In this exclusive session, learn how top advisors integrate Wealth.com into their client experience to make estate planning a seamless part of their advisory process.

Upcoming Webinar Join us Virtually: Oct 28 | 11 AM PT | 2 PM ET Join us for an exclusive online event introducing Wealth.com’s new strategic relationship with WealthPlan Group. This collaboration gives WealthPlan Group advisors direct access to Wealth.com, the industry’s leading estate planning platform, purpose-built to fit naturally into how advisors work. In […]

Join hosts Thomas Kopelman and David Haughton as they explore essential end-of-year tax planning strategies for financial advisors.

The IRS has officially released its inflation-adjusted numbers for the 2026 tax year. These can have a significant impact on transfer tax and estate planning.  Due to the passage of the One Big Beautiful Bill Act, the lifetime estate and gift tax exemption was previously announced in July with a new base of $15 million […]

Join us for an exclusive online event introducing Wealth.com’s new strategic partnership with Osaic, giving Osaic advisors direct access to the industry’s leading estate planning platform.

According to a new report from MIT, 95% of enterprise GenAI pilots fail to scale. Wealth.com’s Ester® has defied the odds and is proving what success can look like for purpose-built AI in financial services. With 30,000+ documents processed in the last year, an 800% YoY growth spike in jobs completed, Ester shows that when […]

Explore the three phases of advisor involvement: nudging clients to initiate their estate plans, assisting with implementation, and ensuring plans remain up-to-date.

PHOENIX – September 30th, 2025 — Wealth.com, the leading end-to-end estate planning platform for financial advisors, today announced a strategic partnership with Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management solutions, supporting 11,000 affiliated financial professionals. This selection underscores Wealth.com’s role as the category leader in modern estate planning technology and […]

Essential insights into the role of trust location in estate planning. Explore how selecting the right state can enhance tax efficiency and asset protection for your clients.

This article is based on general legal principles concerning this topic, and is not based on any specific jurisdiction’s laws and regulations or any financial advisor’s specific facts. Each financial advisor is encouraged to understand their compliance needs and seek their own legal advice on the unauthorized practice of law. Wealth.com is not a law […]

Calling all EverSource Wealth Advisors! Learn about the recently approved estate planning platform, and how you can use it to engage clients, prospects, and the next-gen.