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Stay ahead in 2025 with key tax and wealth transfer updates! Hosts Thomas Kopelman & David Haughton break down estate tax, gifting limits, IRA rules & more.

This episode covers why estate plans stall, the latest in irrevocable trusts, and the value of conferences for gaining expertise in wealth management fields.

A look back at how wealth.com transformed estate planning in 2024—and get a glimpse of what’s next in 2025.

Learn key insights on deed and property transfers, including tax implications and best practices, in this episode of the Practical Planner podcast.

Learn how to include real estate in an estate plan to avoid probate, minimize taxes and ensure a seamless transfer to beneficiaries

Discover new product updates for advisors, featuring AI enhancements and collaboration tools to streamline estate planning and drive client satisfaction in 2025.

Explore the tax benefits and tools of charitable giving in estate planning, from DAFs to trusts, and strategies to involve heirs and minimize their tax burden.

Wealth.com is excited to announce major enhancements coming to Ester®, our proprietary AI legal assistant tool. These updates include a brand new Executive Summary, which is optimized to recognize the decisions made in even the most complex estate planning documents and displayed in a concise, easy-to-read summary. Executive Summaries for estate documents Ester®, Wealth.com’s industry […]

Hosts Thomas Kopelman, Anne Rhodes, and David Haughton discuss how election results could impact estate tax planning, emphasizing flexibility and informed strategies.

Whether you’re running a startup, managing a family business or hold equity in a private company, trusts can protect and transfer business interests that could be vital for their long-term success.

Hosts Thomas Kopelman and Dave Haughton focus on how children can receive assets and the considerations that go into it, such as their long-term motivation and well-being.