Resource Center

PHOENIX, AZ – JANUARY 27, 2026— Wealth.com, the modern planning platform for wealth management firms, today announced the launch of Wealth.com Tax Planning, a next-generation solution that unifies tax planning, estate strategy and execution workflows within a single platform for advisors. The announcement was made during the keynote address at Wealth.com’s inaugural EstateCon, delivered to […]

In this testimonial, Sanger Smith, founder of Decidedly Wealth Management, shares how Wealth.com transformed the way he delivers estate planning for clients. Sanger begins with a deeply personal story about his grandfather passing away without a will, an experience that shaped his commitment to helping families avoid unnecessary stress and uncertainty. He recounts working with […]

PHOENIX, AZ – January 22, 2025— Wealth.com, the leading end-to-end estate planning platform for financial advisors, today announced a strategic relationship with LPL Financial (‘LPL’), one of the nation’s leading wealth management firms and a leading provider of investment and business solutions to financial advisors. As part of this relationship, Wealth.com has been made available […]

For most of the United States, transferring wealth involves navigating a relatively consistent landscape of common law and the Uniform Trust Code. But journey to the bayou, and you find yourself in a state of legal anomalies: Louisiana. As the only U.S. state operating under a Civil Law system, rooted in French and Spanish traditions, […]

When most people think about creating a trust, they focus on the “what”: What assets go in, who the beneficiaries are, and when they receive distributions. While crucial, these questions overlook the foundation that makes the trust work: the “where.” Just like incorporating a business, you don’t have to set up your trust in the […]

A firm’s website is often the first impression for prospective clients, and for many, it sets the tone for the entire advisory relationship. The strongest advisor websites do more than explain services; they communicate credibility, reflect a clear point of view, and make it easy for the right clients to engage. As firms compete for […]

When RFG Advisory introduced Wealth.com to its network of independent advisors, Andrew saw a way to bring estate planning in-house, streamline the process, and guide clients personally through one of the most overlooked aspects of their financial lives.

In this episode of the Practical Planner Podcast, Thomas Kopelman and Anne Rhodes return to their roots with a focused discussion on trust management.

Key platform updates designed to streamline workflows, strengthen integrations, and help advisors deliver more client-ready reports this season.

Millennial clients may not always see estate planning as urgent, but many already have the relationships, responsibilities, and assets that make planning essential. Advisors who introduce these conversations early, in a calm and values-based way, can help clients avoid unnecessary complexity later and build deeper trust in the process.

Estate planning discussions are not always shielded by attorney-client privilege. Understand when confidentiality is lost, how work product applies, and what advisors can do to protect clients and their firms.

Holiday gifting is one of the few “high touch” moments on the calendar that every client expects, yet few advisors use strategically. The right gift can quietly reinforce your value, signal that you understand what matters to a family, and open conversations about goals, legacy, and well-being. Check out this curated list of thoughtful, modern ideas across a range of price points. Each is designed to feel personal, elevated, and aligned with a fiduciary, planning-forward mindset.