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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...

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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...

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Estate Planning for Military Members in 2025

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

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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...

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Financial Literacy Month: HeirSearch & The Financial Awareness Foundation

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

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2025 Gifts and Estate Tax Updates

The 2025 tax season is upon us. For trust and estate administrators, this is often a time for increased due diligence...

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