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Heckerling Conference 2023 & Dynasty Trust Considerations

By: HeirSearch. We hope that your January has been a solid start to the new year. HeirSearch was a proud sponsor of the 57th Heckerling Institute on Estate Planning. The conference, which ran from January 9-13 in Orlando, FL, was a huge success, solidifying its reputation as the premier conference for estate planning professionals in […]

Consanguinity Updates and Intestate Estates

By: HeirSearch. Approximately 60% of Americans die without a will, which means that many legal professionals who admi...

October is Estate & Gift Planning Awareness Month

By: Financial Awareness Foundation We hope you and your loved ones are staying safe and healthy. In these unprecedent...

The Two Estate-Planning Documents Clients Need for College-Bound Kids

By: Anna Sulkin Estate planners are seeing a new trend in their line of work—clients increasingly requesting to put e...

Digital Assets in Estate Planning: Cybersecurity Concerns and Considerations

By: JD Supra With the rise of the digital world, many estate planning clients have accumulated large collections of “...

International Estate Planning

By: Matthew Erskine Despite the sharp drop in international travel due the the Covid 19 pandemic, we are still living...

How Does the SECURE Act Affect Estate Planning?

By: Adler Pollock & Sheehan The Setting Every Community Up for Retirement Enhancement (SECURE) Act is the biggest...