Resource Center

Helping kids financially isn’t one-size-fits-all. Unpack the nuanced differences between gifting, loaning, and renting when supporting family, especially when it comes to housing.

Financial advisors who aren’t helping clients with estate planning may be missing key opportunities to align wealth with values, reduce taxes, and protect loved ones. Too often, advisors overlook tax and planning strategies that can deepen relationships and distinguish their approach. While advisors are importantly focused on investment management and related tax strategies, estate planning […]

Join top financial advisors in a webinar to discover how Wealth.com enhances estate planning, streamlines workflows, and improves client relationships for greater success.

Discover practical strategies for integrating life insurance into estate plans, ensuring wealth protection, and liquidity for all clients.

Bust common estate planning myths and explore how technology is reshaping the planning experience.

Gifting plays a crucial role in wealth transfer planning, allowing individuals to support loved ones, fund education, and optimize their estate plans. As a financial advisor, understanding and discussing gifting strategies with your clients is essential, particularly with the potential tax law changes set to take effect at the end of 2025. The Tax Cuts […]

Creating a trust is a critical part of estate planning, but a trust is only effective if it’s properly funded. Without the right funding, even the most meticulously drafted trust can fail to achieve its intended purpose, leaving clients vulnerable to probate and other issues they specifically sought to avoid. In this guide, we’ll explain […]

Spring is all about fresh starts and this month’s release delivers exactly that. From AI that can field your nuanced estate‑planning questions to a one‑click eMoney integration that auto‑loads client data, we’ve focused on turning hours of manual work into minutes. You’ll also find new ways to customize the Ownership Balance Sheet, tighter guard‑rails that […]

WESTLAKE, Texas, April 16, 2025 — The Charles Schwab Corporation today announced it has made a minority investment in Wealth.com, the #1 rated estate planning platform in wealth management that is modernizing how financial advisors help clients of all wealth levels with their estate planning needs. Schwab’s investment will help Wealth.com continue to scale its […]

Discover how AI enhances estate planning efficiency and trust. Join Seungwoo Son and Danny Lohfrink for insights on integrating human-in-the-loop systems for better outcomes.

In this episode of The Practical Planner, experts dive into the estate planning opportunities that arise during down markets.

PHOENIX – Wealth.com, the leading digital estate planning platform for financial advisors, today announced a strategic integration with eMoney Advisor, a leading provider of technology solutions and services that help people talk about money. This integration will empower financial advisors on the Wealth.com platform to deliver more efficient, accurate and holistic estate and financial planning […]