Estate Planning
Learn the latest estate planning strategies to help clients pass on their assets to beneficiaries while minimizing taxes.
Dynasty, Wealth.com Partner on AI-Powered Estate Planning Tool
By Melanie WaddellDynasty advisor partners will be able to deliver "deeper, scenario-based guidance at scale," CEO Shirl Penney says.
February 03, 2026
Don't Let Clients Miss These 7 Tax Benefits in 2026These breaks are new for the 2025 tax year, and some are temporary.
February 03, 2026
Where Annuities Fit When You're Selling Up and Selling DownFor a client with relatives to think about, the products can meet both simple and complicated planning needs.
January 28, 2026
Wealth.com Rolls Out Tax Planning PlatformThe solution was built to move users beyond calculating a tax bill and toward architecting a client's future.
January 22, 2026
LPL Taps Wealth.com for Estate Planning ServicesThe strategic relationship includes enterprise licenses for LPL's 32,000 advisors and deployment across the Advanced Planning team.
January 02, 2026
10 Things Never to Say When a Client DiesYou want to support their loved ones, but it can be hard to know what to say or do.
November 25, 2025
How to Plan for Single Clients in the Decade Before RetirementThose who are divorced, widowed or never married can face planning challenges that married clients don't.
November 25, 2025
NASCAR Champ Kyle Busch's Pacific Life Lawsuit Moves to Federal CourtThe race car driver and his wife allege $8.6 million in losses tied to IUL policies.