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The Implications of the New Corporate Transparency Act (CTA)

By: HeirSearch With the Corporate Transparency Act (CTA) now in effect and expected to remain a pivotal element of U.S. business regulation, estate planning and legal professionals are faced with navigating this shift. This new legislation is designed to combat financial crimes by increasing transparency, and in doing so, it compels estate planners and legal […]

Estate Planning for Military Members

By: HeirSearch Estate planning is sensitive and essential to helping your clients prepare for their futures, especial...

Cultural Considerations in Genealogical Research

By: HeirSearch Conducting forensic genealogical research in legal contexts is a meticulous task that requires more th...

Observing Financial Literacy Month with The Financial Awareness Foundation

By: HeirSearch With spring’s arrival, we’ve reached an important time for financial introspection and learning:...

Ethical Heir Searching: How We Find Missing Heirs a Better Way™

By: HeirSearch Estate planning and administration are inherently complex – and that complexity gets amplified w...

2024 Gifts and Estate Tax Updates

By: HeirSearch For trust and estate administrators, attorneys, and their clients, tax season is often marked by heigh...

Heckerling Conference 2024: Exploring Foreign Trusts – What You Don’t K...

By: HeirSearch The HeirSearch team launched into 2024 by participating in the esteemed Heckerling Institute on Estate...