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Power of Attorney and Living Wills

By: HeirSearch. Two primary documents that help ensure an individual’s access to their desired healthcare outcome are Power of Attorney (POA) and Living Will. These written documents allow an individual to appoint external help to make legal, financial, and healthcare decisions on one’s behalf. A Living Will, or health care directive is separate from the […]

Preparing Heirs For Transfer of Inheritance

06 Jul, 2021

By: HeirSearch. The key to a successful wealth transfer is maintaining clear communication. Estate planning attorneys...

How an Executor Can Leverage Funeral Estate Tax Deductions

15 Jun, 2021

By: HeirSearch. Estate tax—also known as federal estate tax—is paid by the estate based on the value of a decedent...

How HeirSearch Helps Public Administrators Fulfill Their Fiduciary Duty

03 Jun, 2021

By: HeirSearch. Public administrators are government-appointed officials responsible for the distribution of a deceas...

Settlor’s Choice: Fixed vs Discretionary Trusts

11 May, 2021

By: HeirSearch. Trusts are estate-planning tools that determine how an estate’s assets are controlled, protected, and...

Fiduciary Duty And What It Means For Estate Planning

05 May, 2021

By: HeirSearch. A fiduciary is defined as any entity with legal obligations to act on behalf of another. Fiduciaries ...

Inheritance Tax And What You Should Know

15 Apr, 2021

By: HeirSearch. An unexpected inheritance is usually considered good news since it may allow you to pay off debts, fu...