Resource Center

One of the more complicated aspects of financial planning is its sheer scope. In order to do your best work, you need comprehensive insight into a client’s full financial picture. But too often, that insight can be lacking and work gets disconnected as you move between taxes, wealth planning, estate, and even day-to-day money issues. […]

Join Jamie Hopkins, Chief Wealth Officer at WSFS and Bryn Mawr Trust, for a CE session on how financial advisors can use visual tools to deepen engagement, improve communication, and drive better retirement outcomes.

PHOENIX – February 25th, 2026— Wealth.com, the industry’s leading estate and tax planning platform, and The Compound Insights, the research arm of The Compound Media, Inc., an affiliate of Ritholtz Wealth Management (“Ritholtz”), a Registered Investment Advisor (RIA), today released a new study titled “Living Legacies: How ‘Giving While Living’ and Family-Wide Planning Are Rewiring […]

Tax planning for next-generation clients is no longer a future concern. It is a present-day requirement for advisory firms that want to retain assets, deepen relationships, and stay relevant as wealth, control, and complexity shift to younger households. Gen X, Millennials, and young business owners approach taxes differently than prior generations. Their balance sheets are […]

Learn from Emily Rassam how to bring massive value and impact to more clients in a scalable way using Wealth.com. We’ll walk through how to design an estate planning experience that feels clear and empowering for clients, while also being efficient, repeatable, and team-friendly behind the scenes.

Download the 2026 Living Legacy Report to discover how “giving while living” and family-wide engagement drive advisory growth. Learn why legacy planning is now a mainstream expectation across all wealth levels.

Testamentary capacity and contractual capacity are critical, yet often subtle, threats to the validity of a client’s estate plan and whether their final wishes will be respected. If you work with a client who is older and where capacity to make a will or a trust may be questioned by any of their potential beneficiaries, […]

See how the Wealth.com + Jump AI integration captures key insights from client meetings and automatically connects them to estate planning tasks, documents, and next steps.

For clients, a key component of sound financial and tax planning has always been maximizing the tax-deferred growth within an inherited Individual Retirement Account (IRA). Historically, trusts were the primary tool used to control and “stretch” those IRA distributions over a beneficiary’s lifetime. The passage of the original SECURE Act of 2019 and the subsequent […]

The 2026 landscape for financial advisors offers both complexity as well as opportunity as clients brace for sizable changes from years past. These changes create planning windows that require immediate attention, but they can also introduce tax traps for high-net-worth clients that advisors must navigate carefully. From the sunsetting of many pieces of the Tax […]

At-home genetic testing has transformed how families uncover their histories, but it has also introduced new complexity into estate planning. According to The Wall Street Journal article, “They Found Relatives on 23andMe and Asked for a Cut of the Inheritance,” unexpected discoveries are now leading to inheritance claims from previously unknown relatives, intensifying disputes that […]

For most of your clients, Valentine’s Day is about dinner reservations, flowers, and perhaps a weekend getaway. But as their trusted advisor, you have the unique opportunity to offer them a gift that lasts far longer than a bouquet: Peace of mind. This Valentine’s Day, we encourage you to share the concept of the “Legacy […]