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Learn how to engage both spouses in estate planning and advisor marketing strategies to retain generational clients and build lasting relationships.

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

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

March Madness is here, and our product team has been on a tear, rolling out updates to make estate planning smoother and more intuitive. Advisors now have more ways to customize client-facing reports, organize documents, and streamline client data entry. See all the latest updates below. Scenario Builder: Model, Compare & Optimize Estate Strategies Advisors […]

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

Scenario Builder from Wealth.com lets you model, compare, and optimize strategies in real time. Quickly see how different approaches affect wealth transfer outcomes and provide smarter, data-driven recommendations.

Announcing Scenario Builder: Instantly Model, Compare, and Optimize Complex Estate Strategies We’re excited to introduce Scenario Builder, the first estate plan modeling tool that instantly gives financial advisors and attorneys a clear view of the potential outcomes of different estate planning strategies. This powerful tool enables you to compare techniques side by side, equipping you […]

Join Dave Haughton, J.D., and Eva Deniz, Regional Sales Manager at Wealth.com, for a practical discussion on simplifying trust funding and guiding clients through every step. 

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

Discover the latest Ester™ AI enhancements, task management improvements, and state-specific document updates designed to streamline estate planning for advisors.

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.