Trusts & Estates
A Return to the Good ‘Ole Days?: Five Key Ways a $1 Million Exemption Will Positively Impact Your Practice - - If You’re Prepared!
Gear up your practice to take advantage of what increasingly appears to be a $1 million federal estate tax exemption in 2011. And with these tax exemptions comes many opportunities to do so.
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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
Irrevocable 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