IGS HeirMail® Newsletter Editions 2013November HeirMail 2013
Please plan on joining Gold Sponsor IGS HeirSearch.com at the 50th Annual National Association of Estate Planners & Councils Conference to be held at the Cosmopolitan of Las Vega from Nov. 20th to 22nd, 2013. We cordially invite you to attend our Sponsor Bonus Session featuring an educational presentation presented by Suzanne Simpson, VP Business Development at HeirSearch.com, Thursday, Nov 21st 7:00am - 7:50am.
October HeirMail 2013
The Financial Awareness Foundation hosts the 5th Annual National Estate Planning Awareness Week, October 21-27, 2013
On behalf of IGS HeirSearch.com and The Financial Awareness Foundation and the various participating associations, organizations, nonprofits, news media, and professionals THANK YOU for your efforts and for assisting us in having a positive ongoing impact on improving financial awareness and financial literacy.
September HeirMail 2013
Can Your Client Get Out of a Contingent Fee Heir Finder Contract?
Robert E. Kass, JD, LLM, is a Detroit-based estate planning and administration attorney, Fellow of the American College of Trust & Estate Counsel, who has written about this situation in his recent book, "The Executor's Companion: A Practical Guide to Estate Administration".
August HeirMail 2013
Know All the Facts Before Retaining Help with Your Heir Search
Read Robert G. Alexander, JD, LLM, president of the National Association of Estate Planners & Councils (NAEPC), recent article on Pennsylvania legal ethics opinion illustrates why you need to monitor state laws about heir finders and genealogical search firms.
July HeirMail 2013
Who Pay's for the Search: The Heirs or The Estate? Would you willingly choose to pay an Heir Hunter up to 50 percent of your inheritance just for finding you? Probably not, especially when there are fee-based alternatives. Introduction to Estate Planning for Digital Assets. Estate Planning Misstep Costs James Gandolfini Heirs $30M.
June HeirMail 2013
U.S. Supreme Court Decision Reinforces Importance of Updating Beneficiary Designations After Divorce, Supreme Court Favors Ex-Wife Over Widow In Battle For Life Insurance Proceeds, 10 More Estate Planning Questions That Might Make You Squirm, Monumental Estate Planning Blunders of 5 Celebrities are some of the topics covered in this month's HeirMail edition!
May HeirMail 2013
May is National Elder Law Month - National Academy of Elder Law Attorneys
Elder Law attorneys throughout the country contribute a great deal to their communities this month by educating seniors about their legal options and by providing pro bono services.
N.Y. State Could Get $40 Million From Man Who Died Without A Will
April HeirMail 2013
HeirSearch.com is a PROUD supporter of National Financial Literacy Month.
National Financial Literacy Month is recognized in the United States in April in an effort to highlight the importance of financial literacy and teach Americans how to establish and maintain healthy financial habits. National Financial Literacy Month is not just for retirees. Adults and youth of all ages are increasingly becoming aware of the value of money management and protecting their financial future.
March HeirMail 2013
C.Tim Rodenbush, President and CEO of IGS Inc. (HeirSearch.com) is pleased to welcome Professor Charles E. Rounds Jr. as a contributing writer to HeirMail®, our industry newsletter. HeirMail® is part of our educational outreach program to the Trust and Estates community. Charles is a Professor of Law at Suffolk University, Boston and is the author of the 2013 Edition of Loring and Rounds: a Trustee's Handbook (114 Years Serving the Trust Community) enter code ROUNDS for 20% off your handbook purchase!
February HeirMail 2013
$7M in gold coins found in intestate man’s garage will be auctioned at courthouse.
"We're betting the heirs were pleased to receive notice of their inheritance directly without having to sign a contract with a percentage based heir search firm taking as much as $2.0 million as its fees, just for finding them... At IGS "We Find Missing Heirs A Better Way"
90,000 New Yorkers share $665m windfall in unclaimed life insurance payments
"IGS applauds the state of NY for setting up a website where beneficiaries can submit claims. Learn more about how IGS can locate high volumes of beneficiaries at low cost, call us today at 1.800.663.2255 or email email@example.com". IGS is pleased to announce we have officially gone live with our SalesForce CRM system. With cloud computing we eliminate software and hardware headaches allowing our staff to do what they do best…meeting the service needs of our clients in the most timely and efficient manner.
January HeirMail 2013
The Heckerling Institute on Estate Planning is the nation's leading conference for estate planners, including attorneys, trust officers, accountants, insurance advisors, and wealth management professionals.
Thank you for stopping by the IGS booth at this year's 47th Annual Heckerling Institute on Estate Planning. Many of you entered into our draw for a beautiful Mont Blanc Pen. We are pleased to congratulate Mr. Sean Weissbart of Morris & McVeigh LLP, New York, was our 2013 winner!