Legal Resource Center

Download our sample special needs trust and see how Wealth Docx® makes drafting these types of trusts simple. Discover how a carefully crafted special needs trust can help your clients care for their loved ones, while not disqualifying them from...

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...