Want to keep yourself up to date with the latest news from Wealth.com?
Subscribe using the "Follow" button below and we provide you with customized updates, via topic or tag, that get delivered to your email address, your smartphone or on your dedicated news page on follow.it.
You can unsubscribe at any time painlessly.
Title of Wealth.com: "The Leading Estate Planning Software for Financial Advisors"
Is this your feed? Claim it!
Tax planning doesn’t happen in April.
It happens in January, when a client turns 73. It happens in June when a long-time client finally sells the business they’ve been building for thirty years. And it happens in September when a new college student needs a healthcare directive.
While life doesn’t follow a tax calendar, your advisory practice can.
F...
Blaine Malcolm, Partner and Wealth Manager at Merit Financial Advisors, had spent years watching estate planning stall. Clients knew they needed documents, but never got them done. With Wealth.com, what once took multiple meetings and hou...