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Home→Articles→Articles for Planning Ahead

Articles for Planning Ahead

Articles for the person putting a plan in place: what a will and a revocable trust each do, how powers of attorney work, how beneficiary designations pass property, and what each choice costs.

AllPlanning aheadSettling an estate
All topics353Probate and estate administration90Estate, inheritance, and gift taxes109Trusts102Wills15Powers of attorney and incapacity11Beneficiaries and inheritance17Medicaid and long-term care2Digital assets5
All statesAlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDistrict of ColumbiaDelawareFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyoming
ArticlesNews

271 articles

A Short History of Inheritance Tax in Washington State

A Short History of Inheritance Tax in Washington State

There’s no inheritance tax in Washington. Here’s a short history on the inheritance tax and why the state got rid of it.
State
SimplyTrustSimplyTrust EditorialOctober 10, 2025
Washington Estate Tax: How We Got Here and Who Pays

Washington Estate Tax: How We Got Here and Who Pays

Navigating the Washington estate tax requires understanding specific exemptions and rates, essential for effective estate planning.
State
SimplyTrustSimplyTrust EditorialOctober 10, 2025
How Does the Right of Survivorship Shape Estate Plans?

How Does the Right of Survivorship Shape Estate Plans?

Learn how the right of survivorship in estate planning simplifies asset transfer without probate. Understand its benefits and limitations.
Estate Planning
SimplyTrustSimplyTrust EditorialOctober 9, 2025
Looking at Revocable Trusts in Vermont Versus Nevada

Looking at Revocable Trusts in Vermont Versus Nevada

Discover the differences between revocable trusts in Vermont versus Nevada, focusing on tax context and drafting habits.
State
SimplyTrustSimplyTrust EditorialOctober 8, 2025
No, There’s No Inheritance Tax in Vermont

No, There’s No Inheritance Tax in Vermont

Vermont has no inheritance tax but does levy an estate tax on estates over $5 million, emphasizing the need for strategic estate planning.
State
SimplyTrustSimplyTrust EditorialOctober 8, 2025
Vermont Estate Tax: What It Is and Who Pays

Vermont Estate Tax: What It Is and Who Pays

Learn about the Vermont estate tax landscape, including why the tax exists and important deadlines and practical steps for residents on property owners.
State
SimplyTrustSimplyTrust EditorialOctober 8, 2025
Comparing Revocable Trusts in Rhode Island Versus Nevada

Comparing Revocable Trusts in Rhode Island Versus Nevada

Compare the benefits and features of revocable trusts in Rhode Island versus Nevada to make informed estate planning decisions.
State
SimplyTrustSimplyTrust EditorialOctober 7, 2025
Why There’s No Inheritance Tax in Rhode Island

Why There’s No Inheritance Tax in Rhode Island

There’s no inheritance tax in Rhode Island. Learn why that’s the case and what it means for state residents and property owners.
State
SimplyTrustSimplyTrust EditorialOctober 7, 2025
A Rundown of the Rhode Island Estate Tax

A Rundown of the Rhode Island Estate Tax

Understand the Rhode Island estate tax, exemptions, and what it all means for residents and property owners in the state.
State
SimplyTrustSimplyTrust EditorialOctober 7, 2025
Comparing Revocable Trusts in Pennsylvania Versus Nevada

Comparing Revocable Trusts in Pennsylvania Versus Nevada

Discover key differences between revocable trusts in Pennsylvania versus Nevada to optimize your estate planning strategy effectively.
State
SimplyTrustSimplyTrust EditorialOctober 6, 2025
Pennsylvania Inheritance Tax: What To Know

Pennsylvania Inheritance Tax: What To Know

Learn about inheritance tax in Pennsylvania, including who has to pay, the applicable tax rates, filing deadlines, and discounts.
State
SimplyTrustSimplyTrust EditorialOctober 6, 2025
A Short History of Estate Tax in Pennsylvania

A Short History of Estate Tax in Pennsylvania

Is there an estate tax in Pennsylvania? No. So, what does that mean for folks who live in or own property in Pennsylvania. Here’s an overview.
State
SimplyTrustSimplyTrust EditorialOctober 6, 2025
How Revocable Trusts in South Carolina Versus Nevada Compare

How Revocable Trusts in South Carolina Versus Nevada Compare

Discover the key differences in establishing revocable trusts in South Carolina versus Nevada, focusing on legal protections and tax implications.
State
SimplyTrustSimplyTrust EditorialOctober 3, 2025
A Short History of Estate Tax in South Carolina

A Short History of Estate Tax in South Carolina

Explore the ins and outs of estate tax in South Carolina, focusing on federal implications since the state levy does not exist.
State
SimplyTrustSimplyTrust EditorialOctober 3, 2025
What Is Community Property Versus Equitable Distribution?

What Is Community Property Versus Equitable Distribution?

Discover the differences between community property and equitable distribution, and how they impact estate planning, especially in divorce situations.
Estate Planning
SimplyTrustSimplyTrust EditorialOctober 2, 2025
Understanding Revocable Trusts in Oregon Versus Nevada

Understanding Revocable Trusts in Oregon Versus Nevada

Discover the differences between revocable trusts in Oregon and Nevada and how they can impact your estate planning strategy.
State
SimplyTrustSimplyTrust EditorialOctober 2, 2025
What Happened to Inheritance Tax in Oregon?

What Happened to Inheritance Tax in Oregon?

Learn why there’s no inheritance tax in Oregon and what that means for residents and property owners in the state.
State
SimplyTrustSimplyTrust EditorialOctober 2, 2025
Estate Tax Versus Inheritance Tax: Who Takes the Bite

Estate Tax Versus Inheritance Tax: Who Takes the Bite

Estate tax and inheritance tax are distinct: one is levied on the estate and the other on assets received by beneficiaries, with laws varying by state.
Estate Planning
SimplyTrustSimplyTrust EditorialOctober 2, 2025
Oregon Estate Tax: The Why and What of It

Oregon Estate Tax: The Why and What of It

Learn about the Oregon estate tax, its history, why it still exists, and what its presence means for residents or property owners.
State
SimplyTrustSimplyTrust EditorialOctober 2, 2025
About Revocable Trusts in New York Versus Nevada

About Revocable Trusts in New York Versus Nevada

Discover key differences between establishing revocable trusts in New York and Nevada, focusing on tax implications, asset protection, and more.
State
SimplyTrustSimplyTrust EditorialOctober 1, 2025
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