Resource Center

AI is quickly moving from experiment to infrastructure across wealth management. Firms are using it to streamline workflows, support advisors, surface planning opportunities, and improve the client experience. But as the market rushes to embrace AI, one critical distinction is being overlooked: the difference between probabilistic AI and deterministic AI. That distinction matters more in […]

Tax planning has always demanded precision, but new changes have raised the stakes considerably. Recent changes related to the One Big Beautiful Bill Act (OBBBA), evolving SALT and charitable giving rules, and increasingly mobile clients have narrowed the margin for tax planning mistakes.. The most common errors are not always technical oversights. More often, they […]

The charitable planning landscape is undergoing a significant transformation with the enactment of the One Big Beautiful Bill Act (OBBBA). Signed into law on July 4, 2025, with most provisions taking effect on January 1, 2026, this legislation fundamentally reshapes how donors and advisors must approach philanthropic goals. The “Double Whammy” for High Earners For […]

See how advisor Mike Weckenbrock uses Wealth.com to bring estate planning in-house, simplify workflows, and deliver a better client experience.

By: Nicole McMullin, SVP of Product at Wealth.com AI is not eliminating the need for financial advisors. It is eliminating friction. For years, advisors have spent enormous time on work that is necessary but not differentiating: Reviewing estate documents line by line Reconstructing outdated plans from scattered files Modeling tax scenarios manually Translating complex spreadsheets […]

A client moves from Texas to New York. Another inherits assets in Florida. A third is going through a divorce. In each case, the same question quietly determines the outcome: is the asset Separate Property (SP) or Community Property (CP)?   1. The Two Systems: Community vs. Common Law The U.S. is divided into two […]

The FinCEN Residential Real Estate Rule is officially in effect. As of March 1, 2026, certain professionals involved in real estate closings and settlements must file a Real Estate Report with the Financial Crimes Enforcement Network for specific non-financed transfers of residential real estate to legal entities or trusts. The Department of the Treasury has […]

PHOENIX, AZ – March 9, 2026— Wealth.com, the industry’s leading estate and tax planning platform, today announced an enterprise agreement with Dynasty Financial Partners (“Dynasty”) to embed Wealth.com’s AI-powered estate and tax intelligence, known as Ester™, directly within the Dynasty Desktop. In this agreement, Dynasty will deploy Wealth.com’s AI document extraction technology, through a firmwide […]

Camryn Brown shares how Wealth.com has simplified the estate planning process for both advisors and clients.

Ross Viergever of Symphony Wealth Group shares how Wealth.com transformed the way his firm delivers estate planning to clients.

PHOENIX, AZ – March 3, 2026— Wealth.com, the industry’s leading estate and tax planning platform, today announced that nationally recognized private wealth attorney Chris Nason has joined the company as Head of Private Wealth. Nason joins Wealth.com from McDermott Will and Schulte, where he served as a Partner in the firm’s San Francisco office, advising […]

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. […]