Legal Resource Center

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...

Digital assets present new complexities that attorneys must address if they are to create comprehensive estate plans. No longer can language in estate planning documents, alone, serve as a means of achieving a client’s goals. Online directives are not a...

C corporations are often an excellent but overlooked entity choice in estate planning. With the passage of the Tax Cuts and Jobs Act, the new C corps tax rate is 21% while the top individual tax rate is 37%. To...