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...

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...

The holiday season may be one of the busiest times of the year for estate planners. With family already on their minds, your clients may be reaching out to you for last-minute estate plan changes, or to make good on...