Legal Drafting and Document Assembly Software

Download our sample gift trust and see how Wealth Docx® makes drafting gift trusts simple. Discover how a gift trust can help your clients transfer family wealth by holding and investing property for the benefit of family members in lower...

by WealthCounsel Staff

Asset protection planning is a growing concern for many clients—and not just for the ultra-wealthy. Here's why:

• Divorce rates in the U.S. over 50%;• Clients concerned about bloodline protection;• More lawsuits;• Special concerns in “high risk” occupations• Perceived...