Estate Planning News

Georgia elder care planning intersects directly with wills, trusts, and powers of attorney. Here's what families need to know.

Illinois families can reduce will contest risk through proper execution, capacity documentation, trusts, and no-contest clauses.

A 2026 Florida appellate ruling clarifies that out-of-state trustees must meet two tests before Florida courts can assert jurisdiction over them.

A life-stage roadmap for estate planning: from powers of attorney at 18 to trusts in retirement, here is what each phase requires.

When a special needs trust beneficiary dies in NJ, Medicaid payback rules and trust type determine what happens to remaining assets.

A North Carolina heir discovers possible POA misuse. Here's how the estate process, fiduciary duties, and court deadlines apply.

A financial power of attorney ends at death in NC. Here's what authority actually governs estate administration after someone passes away.

Virginia treats guardianship and conservatorship as separate legal roles. Here's what each covers and how proactive planning can avoid court entirely.

IRS Rev. Proc. 2026-25 creates a gift tax safe harbor for Trump account contributions, sparing millions of families from Form 709 filing requirements.

NC law generally requires trustees to share trust documents with qualified beneficiaries after a revocable trust becomes irrevocable at death.

North Carolina beneficiaries have legal rights to trust documents. Here's what happens when a trustee refuses to respond to written requests.