Resource Center

Learn how top advisors are using AI-powered tools like Zocks and Wealth.com to automate workflows, personalize client engagement, and scale their practice.

Thomas, Anne, and David break down one of the most complex but powerful tools in advanced estate planning: the dynasty trust and the Generation-Skipping Transfer tax.

We’re turning up the dial this May with new tools that simplify analysis, streamline workflows, and enhance clarity in client communication. Whether you’re running projections on complex trust structures or signing estate documents with ease, this release equips you with more precision and flexibility across the board. From the newly unlocked Heritage Map to enhanced […]

PHOENIX–(BUSINESS WIRE)–Wealth.com, the leading digital estate planning platform for financial advisors, today announced plans for its first annual industry-wide event: The Estate Planning Conference, taking place Jan. 26-28, 2026, at the Montelucia Resort in Scottsdale, Arizona, which has been reserved in its entirety for attendees. Designed to unite financial advisors, estate planners and wealth management leaders, […]

On May 9, 2025, House Republicans on the Ways and Means Committee unveiled the first piece of a broad new tax cut proposal that could have long-term implications for financial advisors and their clients. They released the entire bill to the public on May 12, 2025. The proposed legislation builds on the 2017 Tax Cuts […]

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 […]