Resource Center

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.

Jared sees Wealth.com as a key differentiator in an industry that’s evolving toward deeper client engagement and holistic service.

“Wealth.com didn’t just add a service to our offering. It changed the kind of conversations we have with clients, and that’s what’s driving referrals and new AUM.”

Wealth.com’s white paper for advisors to share directly with clients, covering the four documents that form the foundation of every estate plan.