Legal Resource Center

While there may not be substantial differences in planning for men and women, there is no question that women approach things differently. Learn how one attorney's awareness of these differences has provided a great opportunity to better serve female clients...

A majority of Americans' wealth is comprised of retirement account assets. A simple "fill-in-the-blank" beneficiary designation form will likely not meet your client's goals or their beneficiaries' needs. Review some fundamentals for planning with these unique assets, including the benefits...

Download our sample Domestic Asset Protection Trust (DAPT) to see how simple it is to draft with accuracy and efficiency using Wealth Docx. Wealth Docx’s DAPT facilitates the customization, detail, and flexibility you expect, including trustee succession options, Trust Protector...