Trusts & Estates
Madoff: What the Estate Planning Attorney Really Needs to Know
Although this article specifically addresses the Madoff fraud, some of the general principles discussed below will apply to other frauds, your clients, and perhaps some of the issues your referral sources may ask about.
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2021 Tax Cheat Sheets for Clients and Prospects
Download our free tax filing cheat sheets to give to your clients and prospects.Learn More
gifIrrevocable Trust Gifting Trust Sample
Download our Irrevocable Trust Gifting Trust Sample and see how Wealth Docx(R) makes drafting gift trusts simple.Learn More
Tax Reform is Here: What You Need to Know to Advise Your Clients
The 2017 tax reform package is the most significant change to tax law in a generation. Find out what it means for estate planning and business clients in this in-depth thought paper.Learn More