Wealth.com

Here are three key reasons why your client should consider setting up a Marital Trust: 1️⃣ Concerns about how their spouse may manage their assets. 2️⃣ Tax planning, including considerations for the generation-skipping transfer (GST) tax. 3️⃣ Asset protection. Tune in to episode 19 of The Practical Planner, where hosts Anne Rhodes and Thomas Kopelman discuss specific situations where a Marital Trust can be beneficial for your clients: https://lnkd.in/gqjPAAP9

⏳ Starting soon! Join Wealth.com and Wealthbox for our presentation on CRM and Estate Planning at 2 PM ET. It's not too late to sign up 👉 https://bit.ly/4cLT7LC

Join us and our partners at Wealthbox on July 9th at 2 PM ET / 11 AM PT for a live session with Charlotte Young, Principal Product Manager at wealth.com, and Jenna Ghibaudy, Product Specialist at Wealthbox. They will discuss how integrating estate planning services into your firm can elevate your advisory practice. Reserve your spot today 👉 https://lnkd.in/g8PACYPF

Yesterday, I had a pleasure of representing Wealth.com and speaking at LangChain x Elastic meetup in South Park Commons NYC about "Productionizing RAG in Big Tech vs Startups" https://lnkd.in/gdqnehnD, where hundreds of developers & investors came! Thank you Ben Mangum, Dylan Itzikowitz, Jessica Garson and Olivia Petrie for hosting 🙌 LangChain & Elastic are two of the hottest software companies right now, building open-source AI tools that most developers use today, including Wealth.com! And SPC is one of the biggest tech founder communities started by founders & founding engineers from Facebook, Dropbox, Stripe, etc. ✨ At Wealth, we're revolutionizing estate planning with AI & LLMs. If you'd like to learn more, feel free to reach out! 🚀

When should you consider setting up a Marital Trust? 🤔 Anne Rhodes and Thomas Kopelman discuss three key reasons: 1. Concerns about how your spouse may use your assets 2. Tax planning, including the generation-skipping transfer (GST) tax 3. Asset protection In episode 19 of The Practical Planner, they delve into each reason, explaining specific situations where Marital Trust can be beneficial. 🎧 Tune in here: https://lnkd.in/gqjPAAP9

Embracing technology in the financial advisory industry often requires advisors to shift from how something has always been done to how something can be done. But, if technology can help elevate and provide a wholistic experience for the client, it's worth it. On #turningthepage podcast this week, we chat with Danny Lohrfink, Co-Founder and Chief Product Officer of Wealth.com, the wealth management industry’s leading estate planning platform. Chris and Danny discuss the role of technology in estate planning, why and how technology can be challenging to adopt, why you shouldn't be afraid of A.I and how technology can help you better prepare your clients. How has technology helped you in your business? We'd love to hear form you. Full episode here: https://lnkd.in/g2gRjSKR #technology #growyourbusiness #investmentplanningcounsel #turningthepage #youxipc #clientexperience #investmentplanningcounsel

Introducing Family Office Suite™, our cutting-edge estate management technology designed for highly complex estates. Trusted by over 400+ wealth management institutions, this modern approach to estate planning leverages revolutionary technology to enhance the management of clients’ estates, particularly for high-net-worth (HNW) and ultra-high-net-worth (UHNW) households. With Family Office Suite™, advisors gain the ability to: - Visualize complex plans with new features, including Heritage Map,Estate Flow™, Revocable Trust summaries and Irrevocable Trust Flow Charts and One-Pagers. - Access estate tax calculators, including federal and state taxes, and scenario analysis capabilities give advisors the ability to quantify tax implications and to identify tax optimization opportunities. - Simplify data collection and collaboration by leveraging the wealth.com Vault and Ester™ AI to instantly extract and centrally store all key information from estate planning documents. - Deliver refined reports in seconds using the Report Builder. Our technology does the heavy lifting by transforming all underlying client data into ready-made visuals and slides, ensuring consistency across reporting and tools. Reports can be firm-branded, complete with custom colors, fonts and logos.

We’re excited to welcome David Haughton, JD, CPWA® to the wealth.com team as Senior Corporate Counsel! David will aid in developing our sophisticated yet intuitive products, collaborating closely across the organization to ensure that all offerings are of the quality and caliber that advisors expect. He brings with him over 15 years of experience in estate planning, as an attorney and wealth manager. Most recently, he was at Commonwealth Financial Network where he was responsible for providing estate, trust, charitable, education, business and social security planning support to the firms’ affiliated advisors. Prior to Commonwealth, he was an attorney in private practice. Estate planning is David’s passion, particularly in helping financial advisors understand the intricacies and leveraging technology to provide their clients a superior experience. This passion has found him being featured in such publications as Michael Kitces’ Nerd’s Eye View blog, the Journal of Financial Planning, and InvestmentNews. Please join us in welcoming him to the team!

In a guest article, Dasarte Y., explains how financial advisors can profoundly impact clients by providing hope, healing, and peace through comprehensive estate planning. Desarte shares personal insights on overcoming loss and emphasizes the importance of planning to ensure clients are never left navigating life's challenges alone. Learn how advisors can create lasting value by addressing not just financial growth but also emotional well-being and legacy planning. Read more here: https://lnkd.in/g3t-SjiD

At Wealth.com, innovation is in our DNA! We're passionate about empowering Financial Advisors to simplify even the most intricate estate planning scenarios for their clients. Today, we're proud to announce the Family Office Suite, which will take estate planning to the next level.