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Learn how to include real estate in an estate plan to avoid probate, minimize taxes and ensure a seamless transfer to beneficiaries

Signed into law on July 4, 2025, the One Big Beautiful Bill Act brings sweeping and permanent changes to the tax code. Whether you find it beautiful or not, the law is here, and it’s here to stay, at least until Congress says otherwise. At Wealth.com, our job is to help you cut through the […]

On May 20, 2025, Washington Governor, Bob Ferguson, signed new tax legislation that will have a significant impact on estate planning for clients in the state. These changes—which include both a higher exemption amount and steeper tax rates for larger estates—will take effect on July 1, 2025. Here’s what financial advisors should know to guide […]

Financial advisors who aren’t helping clients with estate planning may be missing key opportunities to align wealth with values, reduce taxes, and protect loved ones. Too often, advisors overlook tax and planning strategies that can deepen relationships and distinguish their approach. While advisors are importantly focused on investment management and related tax strategies, estate planning […]

Learn key insights on deed and property transfers, including tax implications and best practices, in this episode of the Practical Planner podcast.

Learn key insights on deed and property transfers, including tax implications and best practices, in this episode of the Practical Planner podcast.

Learn key insights on deed and property transfers, including tax implications and best practices, in this episode of the Practical Planner podcast.

Wealth.com, the industry’s leading end-to-end estate planning platform, today announced a strategic partnership with Cetera Financial Group* (‘Cetera’), a premier financial advisor Wealth Hub. Through this partnership, more than 12,000 financial professionals in the Cetera network will gain access to Wealth.com’s advanced estate planning technology and resources, enabling them to better meet the growing client […]

We’re halfway through the year, and the Wealth.com team has been hard at work bringing you smarter, sleeker tools to make estate planning easier and more personalized. From improvements to document formatting and signer experience, to enhancements in report customization, scenario comparisons, and AI-driven insights, this month’s updates are packed with meaningful upgrades for advisors […]

PHOENIX, AZ – June 3, 2025 — Wealth.com, the leading end-to-end estate planning platform, today announced it has been selected by Commonwealth Financial Network® (“Commonwealth”) as an estate planning solution for its more than 2,300 affiliated independent financial advisors. The partnership positions Wealth.com as a core component of Commonwealth’s broader effort to bring specialized planning […]

PHOENIX–(BUSINESS WIRE)–Wealth.com, the leading digital estate planning platform for financial advisors, today announced plans for its first annual industry-wide event: The Estate Planning Conference, taking place Jan. 26-28, 2026, at the Montelucia Resort in Scottsdale, Arizona, which has been reserved in its entirety for attendees. Designed to unite financial advisors, estate planners and wealth management leaders, […]

We reviewed the IRS numbers and pulled out only those relevant for wealth planning to provide advisors, and their clients, a simple reference chart.

The world of Qualified Small Business Stock (QSBS) is poised for some significant improvements, thanks to a recent proposal from the Senate Finance Committee. On June 16th, the Committee released its version of the Republican reconciliation package to the House-passed H.R. 1 bill, unveiling proposed changes to Section 1202 that could expand QSBS benefits. What’s […]

Signed into law on July 4, 2025, the One Big Beautiful Bill Act brings sweeping and permanent changes to the tax code. Whether you find it beautiful or not, the law is here, and it’s here to stay, at least until Congress says otherwise. At Wealth.com, our job is to help you cut through the […]

On May 20, 2025, Washington Governor, Bob Ferguson, signed new tax legislation that will have a significant impact on estate planning for clients in the state. These changes—which include both a higher exemption amount and steeper tax rates for larger estates—will take effect on July 1, 2025. Here’s what financial advisors should know to guide […]

Transcript: I’m Domenick D’Andrea of DanDarah Wealth Management. I’ve been a practicing financial advisor for just about 31 years. And we’ve added Wealth.com to our platform of financial services. “It’s been an extreme game changer for both our clients and prospective clients.” We’ve had nothing but phenomenal responses from all of our clients and prospective […]

Transcript: My name is Danny McAuliffe. I’m a financial advisor at Paragon Wealth Management. We were pretty particular in our due diligence process of, what we wanted to, what we were looking for in a partner. One of the key components was actually estate plan creation. Before Wealth.com, we would have clients who would literally […]

Advisor: Brad Gotto, CEO, Fiat Wealth Management Industry Experience: 19 years Client Base: Primarily first-generation wealth, blue-collar retirees with assets between $1 million and $10 million, referred to as “accidental millionaires.” The Challenge: Overcoming Disjointed Estate Planning and Client Confusion Brad Gotto, CEO of Fiat Wealth Management, works with a unique group of hardworking, first-generation […]

The Challenge: Managing Complex Estate Structures and Tax Strategies for Business Owners and Executives Prime Capital Financial has been helping business owners, key executives, and high-net-worth individuals navigate complex financial and estate planning challenges for over 30 years. The firm is known for offering tailored solutions for succession planning, retirement, and legacy preservation. Will O’Rourke, […]