Resource Center

Transcript: I’m Domenick D’Andrea of DanDarah Wealth Management. I’ve been a practicing financial advisor for just about 31 years. And we’ve added Wealth.com to our platform of financial services. “It’s been an extreme game changer for both our clients and prospective clients.” We’ve had nothing but phenomenal responses from all of our clients and prospective […]

Transcript: The biggest estate planning challenges my clients face are getting the right advice at the right time. My name is Mike Kato. I’m the head of financial planning at GC Wealth. My role is to design and develop our financial planning offering. Relying upon traditional estate planning tools was not going to cut it. We […]

Find out why Bruce Lee, CEO of Keebeck Wealth Management, selected Wealth.com for his practice, keeping the next generation in mind.

In this special Q&A episode, Thomas and David tackle some of the most common and practical estate planning questions they get from clients.

Today’s high-net-worth clients expect more than static plans and generic solutions — they want advice that adapts to their evolving lives and legacy goals. In this joint webinar, Voyant and Wealth.com bring together two powerful perspectives on delivering dynamic, client-centric planning.

As gifting strategies gain renewed focus in today’s evolving tax landscape, join Wealth.com’s Sr. Corporate Counsel, Dave Haughton, JD, CPWA®, for an in-depth webinar on navigating the complexities of tax-efficient gifting.

Explore two cutting-edge WealthTech platforms, Jump and Wealth.com, and learn how advisors can supercharge their operations and modernize estate planning with AI-driven efficiency.

We’re halfway through the year, and the Wealth.com team has been hard at work bringing you smarter, sleeker tools to make estate planning easier and more personalized. From improvements to document formatting and signer experience, to enhancements in report customization, scenario comparisons, and AI-driven insights, this month’s updates are packed with meaningful upgrades for advisors […]

Join Dave Haughton, J.D., for a high‑impact webinar that shows advisors how to help families move wealth across generations with little or no transfer‑tax drag.

On May 20, 2025, Washington Governor, Bob Ferguson, signed new tax legislation that will have a significant impact on estate planning for clients in the state. These changes—which include both a higher exemption amount and steeper tax rates for larger estates—will take effect on July 1, 2025. Here’s what financial advisors should know to guide […]

Unpack the complexities of properly funding a trust: how to handle everything from bank accounts and investment accounts to business interests, private investments, and life insurance.

PHOENIX, AZ – June 3, 2025 — Wealth.com, the leading end-to-end estate planning platform, today announced it has been selected by Commonwealth Financial Network® (“Commonwealth”) as an estate planning solution for its more than 2,300 affiliated independent financial advisors. The partnership positions Wealth.com as a core component of Commonwealth’s broader effort to bring specialized planning […]