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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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Grief: Financial and Estate-Planning Services

by Wendy Cox & Martin Shenkman | wealthmanagement.com You may have to step out of your traditional role. Advisors...

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Trustees of Revocable Trusts May Owe Duties to Contingent Beneficiaries

by McDermott Will & Emery Revocable trusts are a ubiquitous part of modern US estate planning because they avoid...

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Tom Petty’s Estate Slips Into the Great Wide Open

by Claire Martin | wealthmanagement.com What does ‘equal’ really mean anyway? When you’re creating or upd...

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Finding Missing Heirs: Put Yourself in Their Shoes

Have you ever wondered what would happen if your name turned up on a “missing heir” list in some trust of...

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7 Tips for Selecting an Heir Search Firm

You need to locate a missing heir to settle an estate or trust, but your own efforts so far have come up short. Where...

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