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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

Minnesota Will Updates: When and Why to Revise Your Estate Plan

Minnesota Will Updates: When and Why to Revise Your Estate Plan

Minnesota estate planning firm emphasizes annual will reviews to avoid probate complications and ensure compliance with state requirements.
News
SimplyTrustSimplyTrust EditorialMarch 10, 2026
Addressing the Trust Attorney Shortage: Key Insights

Addressing the Trust Attorney Shortage: Key Insights

Explore the growing shortage of trust attorneys and the need for mentorship in estate planning.
News
SimplyTrustSimplyTrust EditorialMarch 10, 2026
Unlocking Tax Strategies for Effective Estate Planning

Unlocking Tax Strategies for Effective Estate Planning

Discover how proactive tax planning can secure your estate’s future and reduce anxiety around IRS audits.
News
SimplyTrustSimplyTrust EditorialMarch 10, 2026
California Wealth Tax Proposal Sparks Estate Planning Debate

California Wealth Tax Proposal Sparks Estate Planning Debate

California’s proposed billionaire wealth tax sparks debate over estate planning strategies and potential impact on high-net-worth families.
News
SimplyTrustSimplyTrust EditorialMarch 10, 2026
How Estate Planning Can Reduce Taxes in Cedar Rapids

How Estate Planning Can Reduce Taxes in Cedar Rapids

Discover how estate planning can significantly reduce your tax burden in Cedar Rapids and preserve wealth for your family.
News
SimplyTrustSimplyTrust EditorialMarch 10, 2026
New York Approves Electronic Wills Starting 2027

New York Approves Electronic Wills Starting 2027

New York’s Electronic Wills Act takes effect in 2027, allowing digital estate planning documents with mandatory court filing requirements.
News
SimplyTrustSimplyTrust EditorialMarch 10, 2026
Navigating Charitable Planning for Debt-Financed Real Estate

Navigating Charitable Planning for Debt-Financed Real Estate

Learn how to effectively donate debt-financed real estate to charity without tax headaches.
News
SimplyTrustSimplyTrust EditorialMarch 9, 2026
Upcoming Changes to Estate and Gift Taxes: What to Know

Upcoming Changes to Estate and Gift Taxes: What to Know

Potential estate and gift tax changes are on the horizon—are you prepared for what’s next?
News
SimplyTrustSimplyTrust EditorialMarch 9, 2026
Understanding the State Tax Competitiveness Index for Estate Planning

Understanding the State Tax Competitiveness Index for Estate Planning

Discover how the State Tax Competitiveness Index impacts your estate planning decisions.
News
SimplyTrustSimplyTrust EditorialMarch 9, 2026
High-Income Tax Proposals: Impact on Estate Planning Strategies

High-Income Tax Proposals: Impact on Estate Planning Strategies

Discover how recent high-income tax proposals impact estate planning strategies for affluent individuals.
News
SimplyTrustSimplyTrust EditorialMarch 9, 2026
Lessons from Europe’s Beer Taxes for US Estate Planning

Lessons from Europe’s Beer Taxes for US Estate Planning

Discover how European beer taxes can shape U.S. estate planning decisions and strategies for business owners.
News
SimplyTrustSimplyTrust EditorialMarch 9, 2026
How New EU Tax Policies Impact U.S. Estate Planning

How New EU Tax Policies Impact U.S. Estate Planning

Discover how evolving EU tax policies can impact your U.S. estate planning strategies and compliance.
News
SimplyTrustSimplyTrust EditorialMarch 9, 2026
Exploring Universal Savings Accounts for Retirement Flexibility

Exploring Universal Savings Accounts for Retirement Flexibility

Discover how Universal Savings Accounts could simplify your retirement savings and enhance your estate planning.
News
SimplyTrustSimplyTrust EditorialMarch 9, 2026
Wealthy Families Face New Tax Challenges in Estate Planning

Wealthy Families Face New Tax Challenges in Estate Planning

Discover how recent tax proposals could reshape your estate planning strategies and what that means for your family’s future.
News
SimplyTrustSimplyTrust EditorialMarch 9, 2026
Divorce’s Impact on Your Estate Plan: Key Considerations

Divorce’s Impact on Your Estate Plan: Key Considerations

Divorce can complicate your estate plan. Learn key steps to ensure your wishes are honored post-divorce.
News
SimplyTrustSimplyTrust EditorialMarch 9, 2026
Navigating Estate Planning for Blended Families

Navigating Estate Planning for Blended Families

Explore essential estate planning strategies for blended families to ensure everyone’s future is secure.
News
SimplyTrustSimplyTrust EditorialMarch 9, 2026
Understanding Trusts: Will Trusts vs. Living Trusts Explained

Understanding Trusts: Will Trusts vs. Living Trusts Explained

Discover the crucial differences between testamentary and living trusts and how they impact your family’s financial future.
News
SimplyTrustSimplyTrust EditorialMarch 9, 2026
DC Law Firm Partners with Housing Association for Legal Support

DC Law Firm Partners with Housing Association for Legal Support

DC housing association partners with law firm to provide specialized legal services for 14,000 rental property owners navigating complex regulations.
News
SimplyTrustSimplyTrust EditorialMarch 9, 2026
Wealth Surge: How Billionaires Benefit from Tax Cuts

Wealth Surge: How Billionaires Benefit from Tax Cuts

Discover how recent tax cuts have fueled the surge of billionaires and what it means for your estate planning.
News
SimplyTrustSimplyTrust EditorialMarch 9, 2026
401(k) Excess Deferral Deadline: April 15 Correction Required

401(k) Excess Deferral Deadline: April 15 Correction Required

Workers who over-contributed to 401(k) plans in 2025 have until April 15, 2026 to correct the error or face double taxation on excess deferrals.
News
SimplyTrustSimplyTrust EditorialMarch 9, 2026
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