In honor of Estate Planning Awareness Week, October 18-24, 2021, this marketing package focuses on the basics of estate planning. Attorneys can use this marketing package to educate prospects on...

From an increase in the volume of online client services to leveraging remote will signing and notarization—the pandemic has pressed the estate planning industry to adapt and evolve. To find...

A successful postdeath trust administration relies on a well-informed trustee. Wealth Tracx's Trustee Manual helps attorneys efficiently and competently advise fiduciaries during the administration process. Download the free sample...

Trustees face a number of complexities when administering a trust that owns interests in a closely held business. This article focuses on two of those complexities: (1) Which standard of...

With the coronavirus and the subsequent passage of legislation such as the CARES Act and The Taxpayer Certainty and Disaster Tax Relief Act, taxpayers and small business owners may...

There should be a class that teaches women how to juggle flaming swords while riding a unicycle—because that is the training that will prepare you for the reality of the...