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Estate & Gift Planning Month 2025

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 […]

Estate Planning and Transfer-on-Death Deeds

For many families, a home represents both financial security and emotional stability. Ensuring that this property pas...

Digital Assets & Estate Planning in 2025

Since their arrival on the financial scene over a decade ago, digital assets have moved from niche holdings to mainst...

How the “One Big Beautiful Bill Act” Impacts Estate Planning in 2025

On July 4, 2025, the One Big Beautiful Bill Act (OBBBA) was signed into law. At nearly 900 pages, the bill is as swee...

Estate Planning for Military Members in 2025

Estate planning remains a critical component of preparing for the future, particularly for military members, whose ca...

Planning for Business Owners: What Trust and Estate Professionals Must Consider

Self-employed individuals present a distinctive set of estate planning challenges and responsibilities. Often the sol...

Financial Literacy Month: HeirSearch & The Financial Awareness Foundation

As spring ushers in renewal and growth, April brings another important observance: Financial Literacy Month. Celebrat...