Wealth.com

Final reminder! 🚨 Join us tomorrow, March 20th at 10am PT / 1pm ET for an exclusive live session where Charlotte Young and Cyndie Smith will unveil Scenario Builder—our powerful new estate planning modeling tool. Haven’t registered yet? There’s still time! Save your spot now: https://lnkd.in/gygrSDpe 💡 Can’t make it live? No worries! Register anyway and we’ll send you the recording. 

Your clients' digital lives are bigger than they think. 📱 From crypto to social media and beyond, digital assets are everywhere but rarely planned for. In the latest episode of The Practical Planner, Thomas Kopelman and David Haughton, JD, CPWA® dive deep into the estate planning and tax complexities of digital assets—from tracking cost basis in crypto transactions to ensuring beneficiaries can actually access digital holdings. 📣 If you're advising clients on their financial futures, understanding digital assets isn't optional, it's essential. Listen to the full episode on your preferred streaming service and stay ahead of the curve. ⬇️ Apple: https://lnkd.in/g5g6J9jh Spotify: https://lnkd.in/gGP3fYpw YouTube: https://lnkd.in/gJ5UJSaf

We've said it once, and we'll say it again: If you’re at Future Proof Citywide, don’t forget to check out Kathy Wunderli on the South Beach Stage at 2PM. 🎤 She’ll be diving into “𝐓𝐡𝐞 𝐆𝐫𝐞𝐚𝐭 𝐖𝐞𝐚𝐥𝐭𝐡 𝐓𝐫𝐚𝐧𝐬𝐟𝐞𝐫: 𝐒𝐭𝐫𝐚𝐭𝐞𝐠𝐢𝐞𝐬 𝐟𝐨𝐫 𝐌𝐮𝐥𝐭𝐢𝐠𝐞𝐧𝐞𝐫𝐚𝐭𝐢𝐨𝐧𝐚𝐥 𝐏𝐥𝐚𝐧𝐧𝐢𝐧𝐠” and sharing actionable insights to help you: ✔️ Prepare for the largest wealth transfer in history ✔️ Engage next-gen clients with confidence ✔️ Manage smooth wealth transitions ✔️ Meet the unique needs of millennial and Gen Z investors You don't want to miss this one! And be sure to stop by booth 323 for that contagious Wealth.com energy! 

Meet Cyndie Smith, our VP of Partner Success, and an incredible leader at Wealth.com! As part of our #WomenOfWealth series, we’re proud to celebrate her outstanding contributions and the inspiring leadership she brings to our team. Cyndie is driven every day by the amazing people she works with. She thrives in a collaborative environment where everyone lifts each other, supports one another through challenges, and celebrates every success—big or small. 🙌 For Cyndie, Women’s History Month is an opportunity to reflect on the incredible women who’ve shaped her journey. She’s committed to empowering others, advocating for women, and creating spaces where voices are heard and celebrated. Thank you, Cyndie, for your unwavering dedication and all that you continue to do here at Wealth.com. Your leadership and passion make a lasting impact, and we’re grateful to have you on our team! 🙏💫 #WomensHistoryMonth

Miami, get ready for more! 🌴 Wealth.com is bringing even more value to Future Proof Citywide—our very own Kathy Wunderli, Head of Private Wealth, will be taking the stage. 🤩 Catch Kathy on Monday, March 17, at 2pm ET on the South Beach Stage as she shares insights on “𝐓𝐡𝐞 𝐆𝐫𝐞𝐚𝐭 𝐖𝐞𝐚𝐥𝐭𝐡 𝐓𝐫𝐚𝐧𝐬𝐟𝐞𝐫: 𝐒𝐭𝐫𝐚𝐭𝐞𝐠𝐢𝐞𝐬 𝐟𝐨𝐫 𝐌𝐮𝐥𝐭𝐢𝐠𝐞𝐧𝐞𝐫𝐚𝐭𝐢𝐨𝐧𝐚𝐥 𝐏𝐥𝐚𝐧𝐧𝐢𝐧𝐠.” You won’t want to miss her expert take on navigating the biggest wealth shift of our time. And don’t forget, our team will be at booth 323 all week, ready to show you what Wealth.com is all about. Swing by for a demo and maybe even snag a custom Wealth.com tee! See you there!

Exciting product updates for March are here! Our team rolled out powerful new features and enhancements to make estate planning smarter, clearer, and more intuitive. 🚀 👉 𝐒𝐜𝐞𝐧𝐚𝐫𝐢𝐨 𝐁𝐮𝐢𝐥𝐝𝐞𝐫: Instantly model and compare estate strategies in real-time to help your clients preserve wealth and reduce estate tax liability. 👉 𝐑𝐞𝐩𝐨𝐫𝐭 𝐁𝐮𝐢𝐥𝐝𝐞𝐫 𝐈𝐦𝐩𝐫𝐨𝐯𝐞𝐦𝐞𝐧𝐭𝐬: Now, you can add notes directly into reports and toggle privacy settings to blur sensitive financial details.  👉 𝐄𝐬𝐭𝐞𝐫™ 𝐀𝐈 𝐄𝐧𝐡𝐚𝐧𝐜𝐞𝐦𝐞𝐧𝐭𝐬: Automatically differentiate between standard wills and pour-over wills for effortless organization.  👉 𝐎𝐰𝐧𝐞𝐫𝐬𝐡𝐢𝐩 𝐁𝐚𝐥𝐚𝐧𝐜𝐞 𝐒𝐡𝐞𝐞𝐭 𝐔𝐩𝐝𝐚𝐭𝐞𝐬: Streamlined CSV uploads for quicker and more detailed asset entry. Read more about all the latest updates here: https://lnkd.in/g-UsUjzN

David Haughton, JD, CPWA®, our Sr. Corporate Counsel dives into the complexities of estate planning for digital assets in his latest article on Kitces.com. In an increasingly digital world, it’s critical to consider how we handle our online accounts, from email to cryptocurrency. Surprisingly, many people overlook these assets, leaving their families to navigate a maze of passwords and platform-specific rules. 😵💫 Here are some key takeaways from Dave's latest article: 1️⃣ Digital assets go beyond cryptocurrency—social media, email, and online banking are also included. 2️⃣ Proactive planning is essential. Use tools like digital vaults and ensure estate plans address digital assets. 3️⃣ RUFADAA (Revised Uniform Fiduciary Access to Digital Assets Act) is key in ensuring fiduciaries can access digital accounts, but estate plans must specifically include digital asset provisions. With the proper steps, digital legacies can be managed smoothly, safeguarding what matters most for loved ones. Check out the full article for more: https://lnkd.in/gg9GM-jC

Advisors, are you engaging both spouses? 🤔 💡 70% of widows leave their financial advisor. 💡 70%+ of heirs change advisors after inheriting wealth. If you’re only engaging one spouse, you’re at risk of losing assets and relationships. Join Samantha Russell, Chief Evangelist at FMG and Anne Rhodes, Chief Legal Officer, on March 25 at 10 AM PT / 1 PM ET to learn how to: - Engage both spouses in estate planning - Encourage full family participation - Craft marketing that resonates across generations Register now: https://lnkd.in/gY8JJVPc *All registrants get a free estate planning checklist to share with couples and a ready-to-use email template to guide them through it. 🙌

Last week, David Haughton, JD, CPWA® and Eva Deniz had the pleasure of hosting a webinar on "How to Help Clients Fund Their Trusts and Avoid Costly Mistakes." Key takeaways from the session: ✅ Which assets should (and shouldn’t) be placed in a trust ✅ Best practices for funding assets like real estate and brokerage accounts ✅ When to designate a trust as a beneficiary ✅ How to identify and correct trust funding gaps Missed the webinar or want to watch it again? No problem! You can now stream it on-demand here: https://lnkd.in/gTB5ymKX

Join us on March 20th at 10am PT / 1pm ET for an exclusive live session where Charlotte Young, Principal Product Manager and Cyndie Smith, VP of Partner Success will unveil Scenario Builder, our powerful new modeling tool. In this session, you will learn: 🔹 How to create custom estate planning scenarios with real client data 🔹 Ways to compare strategies & evaluate tax and wealth transfer outcomes 🔹 How to factor in life events, tax law changes, and gifting strategies 🔹 Strategies to drive more impactful, data-driven client conversations Be among the first to see Scenario Builder in action! Register today: https://lnkd.in/gygrSDpe Can't make it? No worries! Register today and we'll send you a recording after.