Legacy Hub

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

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 […]

Gifting plays a crucial role in wealth transfer planning, allowing individuals to support loved ones, fund education, and optimize their estate plans. As a financial advisor, understanding and discussing gifting strategies with your clients is essential, particularly with the potential tax law changes set to take effect at the end of 2025.  The Tax Cuts […]

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.

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 […]

On May 9, 2025, House Republicans on the Ways and Means Committee unveiled the first piece of a broad new tax cut proposal that could have long-term implications for financial advisors and their clients. They released the entire bill to the public on May 12, 2025. The proposed legislation builds on the 2017 Tax Cuts […]

This article dives into scenarios and case studies of how the final SECURE Act regulations from the IRS could affect those inheriting 401(k)s or IRAs.