Resource Center

A central repository of helpful resources designed to help advisors & their clients more effectively achieve their unique visions for lasting legacies.

Featured Collections
  • Estate Planning Resources

    Actionable guides and tools to help advisors and their clients master every step of estate planning.

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  • Product & Company Announcements

    Get the latest updates on Wealth.com’s platform, partnerships, innovations, and key milestones.

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  • The Practical Planner Podcast

    Insights and strategies from experts to help advisors deliver smarter, more effective estate plans.

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  • Trends & Insights

    Fresh thinking and timely perspectives from leaders shaping the future of wealth and legacy planning.

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  • Client Testimonials

    Discover how Wealth.com has helped real clients feel more confident, prepared, and empowered.

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  • Webinars & Videos

    Explore live and on-demand sessions by estate planning experts and Wealth.com walkthroughs.

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Estate Planning Resources
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How to Manage Real Estate and Property Assets in an Estate Plan

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

12 min read Jan 6, 2025
What the One Big Beautiful Bill Means for Advisors And Clients

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 […]

4 min read Jul 8, 2025
Big Changes to Washington’s Estate Tax: What Financial Advisors Need to Know

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 […]

3 min read Jun 5, 2025
10 Tax Tips You May Not Have Known About Estate Planning

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 […]

14 min read May 8, 2025
The Practical Planner Podcast
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Prenups, Post-Nups, and Protecting Assets in Marriage

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

1 min read Apr 1, 2025
How to Handle Digital Assets in Estate Planning

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

1 min read Mar 18, 2025
How AI Is Changing Wealth Management and Estate Planning

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

1 min read Mar 5, 2025
Product & Company Announcements
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Wealth.com Partners With Cetera to Bring Leading Estate Planning Technology to More Than 12,000 Financial Advisors

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 […]

2 min read Apr 2, 2025
What’s New in Wealth.com: June 2025 Product Updates

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 […]

3 min read Jun 17, 2025
Commonwealth Chooses Wealth.com to Deliver Estate Planning Platform Access to Network of 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 […]

4 min read Jun 3, 2025
Wealth.com Announces Inaugural Estate Planning Conference

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, […]

3 min read May 20, 2025
Webinars & Videos
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What the One Big Beautiful Bill Means for Advisors and Clients
1 min read Jul 8, 2025
How to Leave Assets Tax‑Free: Advanced Estate‑Planning Strategies (CFP® CE Eligible)
1 min read Jul 8, 2025
Taxes in Retirement: Planning Strategies That Protect Legacies
1 min read Jul 8, 2025
Beyond Projections: Dynamic Planning for Complex Wealth with Voyant & Wealth.com
1 min read Jun 24, 2025
Trends & Insights
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Reference Guide: 2025 IRS Inflation Adjusted Numbers for Estate Planning

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

4 min read Oct 22, 2024
What You Need to Know About the Latest Qualified Small Business Stock Benefits

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 […]

2 min read Jul 8, 2025
What the One Big Beautiful Bill Means for Advisors And Clients

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 […]

4 min read Jul 8, 2025
Big Changes to Washington’s Estate Tax: What Financial Advisors Need to Know

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 […]

3 min read Jun 5, 2025
Client Testimonials
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Wealth.com is a Game-Changer for Cetera Advisor, Domenick D’Andrea

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 […]

2 min read Jul 7, 2025
How Ester® Helps Advisory Firms Level Up and Increase Efficiency

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 […]

2 min read Jul 8, 2025
How Fiat Wealth Generated 579 Prospects and $39M+ in New Assets with Wealth.com

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 […]

6 min read Jul 7, 2025
How Prime Capital Unlocked 10X ROI on Estate Planning with Wealth.com

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, […]

4 min read Jul 7, 2025