Resource Center

Giving assets away without giving up access is the puzzle at the center of most ultra-high-net-worth planning. Thomas Kopelman and Lisa Weigel are joined by Chris Nason, head of private wealth at Wealth.com, to walk through the tools that solve it: spousal lifetime access trusts and the surprisingly consequential question of how a document defines “spouse,” dynasty trusts in South Dakota and other perpetuity-friendly states, GRATs, and installment sales to grantor trusts.

Finding the right estate plan just got easier, smarter, and more personalized. We revamped our matching quiz to bring you recommendations built directly on 2026 legal trends and attorney consensus. What’s New & How It Helps You Attorney-Backed Guidance: We surveyed our national attorney network to align our quiz with current local legal best practices. […]

Any estate planning attorney or financial advisor can attest that it’s common to hear a client say they know they’ve done some estate planning in the past, but aren’t sure what it actually says. Legal documents are often dense with legalese, and even identifying what type of document you have can be tricky for non-lawyers. […]

Your client may call the company an asset. That description is technically correct and practically incomplete. The business may generate the household’s income, employ family members, own real estate, guarantee debt, fund retirement, and represent most of the client’s net worth. It may also depend heavily on the owner’s relationships, judgment, and daily involvement. If […]

A client’s child turns 18. Their financial life may look almost exactly as it did the day before. They may be preparing for college, working a summer job, or still relying on their parents for nearly everything. They probably do not have meaningful assets to manage. But an important planning threshold has arrived. Once a […]

Thomas Kopelman and Lisa Weigel are joined by Chris Nason, head of private wealth at Wealth.com and a longtime international estate planning attorney, to unpack the cross-border problems hiding inside ordinary American plans.

Your client just wrote a tuition check, co-signed a housing form, and paid the first health insurance premium of the year. In the eyes of the law, none of that gives them the right to make a single phone call to their child’s doctor. The day a child turns 18, the default access a parent […]

Less than a decade ago, tax planning software for financial advisors barely existed as a category. Today it is one of the fastest-growing segments of the advisor tech stack, for good reason. Tax planning touches nearly every dimension of a client’s financial life, and advisors who can deliver it at scale have a measurable competitive […]

What Is Probate? Probate is the court-supervised legal process through which a person’s estate is administered and distributed after they have passed away. There are a few functions of a probate proceeding: It validates the deceased person’s Will, if they have one It appoints a person responsible for administering the estate (called a personal representative, […]

Thomas Kopelman, Anne Rhodes, and Lisa Weigel dig into one of the most common real estate questions advisors hear: should a client hold a rental, second home, or even a primary residence inside an LLC?

The Great Wealth Transfer is usually framed as a story about scale. Cerulli Associates projects that $124 trillion will transfer through 2048, including approximately $105 trillion passing to heirs and $18 trillion going to charitable organizations. Nearly $100 trillion is expected to originate with Baby Boomers and older generations. But the amount of money changing […]

Wealth.com VP of Product Strategy, David Thompson, will share practical, proven strategies for using digital estate planning to elevate client engagement and streamline your review process.