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Boomers Are Thriving on an ‘Unprecedented’ $9 Trillion Inheritance

by Ben Steverman | About $36 trillion will flow from one generation to another over the next 30 ...

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2020 Estate and Gift Tax Update

by Gary Phillips, Tishya Signorelli, Cole Schotz | On November 6, the IRS announced the official estate a...

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Dynasty Trusts Explained

by Harvey Bezozi | A dynasty trust can serve as one of the most powerful weapons in your financi...

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Beneficiary Designations

by Henry Richmond, III | ATTENTION TO DETAIL! You would think that this space need not be taken u...

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Do You Know Where Your Trust Is Taxed?
Recent Developments in State Taxat...

by Cozen O’Connor & Amanda DiChello | The U.S. Supreme Court recently ruled that a state does n...

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October is the 11th Anniversary of Estate & Gift Planning Awareness Month

“Tell me and I forget. Teach me and I remember. Involve me and I learn.” by Ben Franklin HeirSearch is pleased ...

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