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Retirement Planning | Network
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Tax Strategies | Referral
Case study
Estate planning helps widow avoid over $1M in capital gains
An independent widow with a $2.2M+ portfolio worked with her advisor to position the estate to avoid over $1M in capital gains and simplify a multi-generational transition.
Estate Planning
Apr 16, 2026
Case study
A sudden loss, a child with special needs, and a $3.4M estate
A widowed client with $3.4M in assets faced outdated beneficiary designations and complex special needs planning. Wealth Enhancement helped bring clarity, structure, and long-term confidence during a deeply challenging transition.
Estate Planning
Apr 20, 2026
FAQ
How do I access the Wealth Enhancement mobile and web app?
You will receive a text and email invitation from Wealth Enhancement with instructions to activate your account. Follow the activation link, create your credentials, complete any required verification steps, and log in through the mobile app or web application. Once activated, use your credentials to access the platform anytime.
Jun 25, 2026
FAQ
Why was I invited to the application?
You were invited because Wealth Enhancement uses the application to provide a more personalized and interactive financial experience to our clients and those considering working with us. The platform helps facilitate information gathering, financial planning discussions, document sharing, and ongoing collaboration with your advisor team. https://www.google.com
Jun 25, 2026