Trusts are often revisited as family, tax, and asset circumstances change, and services like HeirSearch can help locate missing or unknown heirs when modifying or terminating a trust.
Plenary (or “full”) guardianship hands one person sweeping authority over another adult’s decisions. It can be necessary in rare cases, but unfortunately, this structure occasionally leaves the beneficiary open to financial abuse.
Consanguinity in American Trust and Estate Law 2026
Consanguinity remains a cornerstone of estate law, requiring professionals to navigate evolving family structures and state laws to determine rightful heirs.
As 2025 ends, estate and trust professionals navigate evolving regulations while ensuring clear documentation of family relationships, intent, and ownership.
How to Advise Professional Athletes on Estate Planning Matters
Advising professional athletes requires strategies that protect privacy, preserve wealth, and safeguard heirs amid complex careers and high public exposure.
October is here, and for us at HeirSearch, we’re honored to, once again, join The Financial Awareness Foundation in advocating for a cause that matters deeply to legal and trust professionals: Estate & Gift Planning Awareness Month. Our enduring commitment to partnering with The Financial Awareness Foundation is about building the financial literacy that underpins […]
Transfer on Death deeds can help families pass homes efficiently, but estate professionals must understand their limitations to guide clients effectively.
Digital assets have become a key part of modern wealth, requiring estate and trust professionals to navigate evolving regulations and ensure secure, informed transfer planning.
How the “One Big Beautiful Bill Act” Impacts Estate Planning in 2025
The One Big Beautiful Bill Act of 2025 introduces major estate planning changes, offering estate and trust professionals an opportunity to adjust strategies for high-net-worth clients.
Estate planning for military members requires expertise in federal policies and genealogical challenges, with 2025 bringing key updates for legal and trust professionals to consider.
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