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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.

A proactive POA review demonstrates thoughtful client service, prevents family emergencies, and naturally opens the door to broader estate planning conversations. Don’t wait until incapacity makes the update impossible. By leveraging Wealth.com’s continuously updated document engine, you can deliver peace of mind and operational clarity to your clients today.

Learn all about trusts and how they function as part of a comprehensive estate plan in this guide to trusts for estate planning.

Learn all about trusts and how they function as part of a comprehensive estate plan in this guide to trusts for estate planning.

Most clients hold valuable digital assets, crypto, loyalty points, domain names, and online accounts, that go unaddressed in their estate plans. Learn how advisors can protect these assets and meet fiduciary obligations through Wealth.com’s integrated digital estate planning platform.

As the year draws to a close, it’s the ideal time to help clients finalize plans, strengthen relationships, and prepare for the year ahead. This exclusive webinar is designed to help you make estate planning a natural part of those conversations.

As the year draws to a close, it’s the ideal time to help clients finalize plans, strengthen relationships, and prepare for the year ahead. This exclusive webinar is designed to help Cetera advisors make estate planning a natural part of those conversations.

In this session, advisors will learn why estate planning has become a core growth driver, how to position it as a differentiator, and how top advisors are embedding planning into client workflows (CFP CE credit eligible).

Join Wealth.com and Advisors Excel for an exclusive session designed to help you make estate planning a seamless part of every end-of-year conversation.

Wealth.com, the leading end-to-end estate planning platform for financial advisors, today announced that it has been selected by Indivisible Partners as its exclusive estate planning technology provider.

In this episode of the Practical Planner podcast, hosts Thomas Kopelman and David Haughton delve into the intricacies of the “One Big Beautiful Bill,” exploring its unexpected twists and implications for estate planning, income tax brackets, and more.

Partnership delivers flexibility and control over workflows, simplifying estate planning processes for 2,400+ Advyzon advisors.