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Home→News→News for Planning Ahead

News for Planning Ahead

News that changes a plan made ahead of time: federal and state tax exemptions, will and trust law, powers of attorney, transfer on death rules, and the court decisions that reach them.

AllPlanning aheadSettling an estate
All topics911Probate and estate administration389Estate, inheritance, and gift taxes278Trusts114Wills36Powers of attorney and incapacity97Beneficiaries and inheritance349Medicaid and long-term care38Digital assets14
All statesAlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDistrict of ColumbiaDelawareFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyoming
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766 news posts

QTIP Trusts Shield Children’s Inheritance in Blended Families

QTIP Trusts Shield Children’s Inheritance in Blended Families

QTIP trusts allow second spouses to provide for surviving partners while ensuring assets ultimately pass to children from previous marriages.
News
SimplyTrustSimplyTrust EditorialMarch 13, 2026
Floyd County Fire Territory Expansion Raises Property Taxes

Floyd County Fire Territory Expansion Raises Property Taxes

Floyd County Fire Territory expansion increases property taxes for Indiana residents, creating estate planning considerations for multi-state property owners.
News
SimplyTrustSimplyTrust EditorialMarch 12, 2026
California Lawyers Report AI Business Litigation Surge in 2025

California Lawyers Report AI Business Litigation Surge in 2025

California lawyers document surge in AI business litigation as estate planners adapt to new digital assets and technological liabilities.
News
SimplyTrustSimplyTrust EditorialMarch 12, 2026
Missouri Trust Funding: Why Leaving Assets Out Creates Problems

Missouri Trust Funding: Why Leaving Assets Out Creates Problems

Missouri families risk probate delays and costs when trust assets aren’t properly transferred, even for small oversights that can trigger court proceedings.
News
SimplyTrustSimplyTrust EditorialMarch 12, 2026
Ohio Medicaid Gifting Rules: How to Structure Transfers Legally

Ohio Medicaid Gifting Rules: How to Structure Transfers Legally

Ohio’s Medicaid five-year look-back period scrutinizes asset transfers, requiring careful planning to avoid penalties that delay long-term care coverage.
News
SimplyTrustSimplyTrust EditorialMarch 12, 2026
Massachusetts Rent Control Ballot Question Could Impact Estate Values

Massachusetts Rent Control Ballot Question Could Impact Estate Values

Massachusetts ballot question on statewide rent control could reduce property values by $300 billion, affecting estate planning strategies and tax thresholds.
News
SimplyTrustSimplyTrust EditorialMarch 12, 2026
The Great Wealth Transfer: $84 Trillion Estate Planning Challenge

The Great Wealth Transfer: $84 Trillion Estate Planning Challenge

Entrepreneur warns that $84 trillion wealth transfer could create defensive behaviors that harm both families and society without proper planning.
News
SimplyTrustSimplyTrust EditorialMarch 12, 2026
Empowering Women in Wealth: Key Financial Strategies

Empowering Women in Wealth: Key Financial Strategies

Explore how women can navigate their financial journeys and seize wealth-building opportunities in today’s shifting landscape.
News
SimplyTrustSimplyTrust EditorialMarch 12, 2026
Empowering Women in Estate Planning: A Generational Approach

Empowering Women in Estate Planning: A Generational Approach

Discover how estate planning needs differ for women across generations.
News
SimplyTrustSimplyTrust EditorialMarch 12, 2026
Kentucky Estate Planning Mistakes Cost Families Thousands

Kentucky Estate Planning Mistakes Cost Families Thousands

Kentucky families face costly estate planning failures when DIY documents fail, powers of attorney are rejected, and plans ignore state-specific requirements.
News
SimplyTrustSimplyTrust EditorialMarch 12, 2026
NFL Team Owner Uses Trusts for $2 Billion Estate Transfer

NFL Team Owner Uses Trusts for $2 Billion Estate Transfer

Giants co-owner Steve Tisch transfers team stake to children through trusts, completing a multi-year estate planning strategy worth hundreds of millions.
News
SimplyTrustSimplyTrust EditorialMarch 12, 2026
Pennsylvania Digital Assets Law Changes Fiduciary Access Rules

Pennsylvania Digital Assets Law Changes Fiduciary Access Rules

Pennsylvania’s digital assets law creates new rules for fiduciary access but requires coordination between online settings and estate plans.
News
SimplyTrustSimplyTrust EditorialMarch 11, 2026
Navigating Postmortem NIL Rights in Estate Planning

Navigating Postmortem NIL Rights in Estate Planning

Explore how postmortem NIL rights impact estate planning in Pennsylvania.
News
SimplyTrustSimplyTrust EditorialMarch 11, 2026
Protect Your Heirs: The Importance of Clear Estate Planning

Protect Your Heirs: The Importance of Clear Estate Planning

Don’t let poor planning cost your heirs millions! Discover how to protect your legacy amidst divorce.
News
SimplyTrustSimplyTrust EditorialMarch 11, 2026
High-Profile Estate Planning Reveals Hidden Financial Risks

High-Profile Estate Planning Reveals Hidden Financial Risks

Leon Black’s deposition delay in Epstein lawsuit reveals estate planning risks when advisors engage in criminal activity, highlighting institutional oversight…
News
SimplyTrustSimplyTrust EditorialMarch 11, 2026
NFL Owner Uses Trust Transfer for Estate Planning Strategy

NFL Owner Uses Trust Transfer for Estate Planning Strategy

NFL Giants co-owner Steve Tisch transfers 23.1% team stake to children’s trusts, demonstrating high-value estate planning strategies for wealthy families.
News
SimplyTrustSimplyTrust EditorialMarch 11, 2026
Maine School Budget Crisis Highlights Estate Planning Needs

Maine School Budget Crisis Highlights Estate Planning Needs

South Portland’s $8.4M budget cuts and 6% tax hike highlight estate planning needs as Maine property owners face rising costs and state estate taxes.
News
SimplyTrustSimplyTrust EditorialMarch 11, 2026
Why Every Parent Should Consider Trusts for Their Kids

Why Every Parent Should Consider Trusts for Their Kids

Discover why setting up trusts for your kids is essential for smart estate planning.
News
SimplyTrustSimplyTrust EditorialMarch 10, 2026
Starting Family Conversations About Estate Planning

Starting Family Conversations About Estate Planning

Starting conversations about estate planning can feel daunting. Here’s how to approach it with your family.
News
SimplyTrustSimplyTrust EditorialMarch 10, 2026
Life Insurance Needs Assessment: When Coverage Becomes Essential

Life Insurance Needs Assessment: When Coverage Becomes Essential

Financial experts explain when life insurance becomes essential and how coverage amounts should align with dependent needs and estate planning goals.
News
SimplyTrustSimplyTrust EditorialMarch 10, 2026
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