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Estate Planning Cost CalculatorCompare costs across estate planning providers including online services and attorneys.Revocable Living Trust Cost CalculatorCompare revocable living trust costs across providers including online services and attorneys.Will Cost CalculatorCompare will costs across providers plus probate costs your heirs will pay.Life Insurance CalculatorCalculate your life insurance needs based on income, debts, and family situation.Beneficiary Designation CheckerCheck how divorce, creditors, and state laws affect your beneficiary designations.State Estate Law GuideSee probate costs, will requirements, trust rules, and intestacy laws for your state.Estate Planning Service ComparisonCompare what it costs to make a trust official across SimplyTrust, LegalZoom, Trust & Will, Rocket Lawyer, and Quicken WillMaker, and when your documents are actually done.Name a Guardian GuideSee how a parent names a guardian for their minor children, what weight the court gives your choice, and your options for temporary care.Burial & Cremation Law GuideSee who controls final arrangements, cremation and burial rules, and what your state allows.Signing Requirements CheckerFind witness, notary, and remote signing requirements for all 50 states.Document Portability CheckerCheck if estate planning documents signed in one state are valid in another.Trust Need AssessmentFind out if a revocable trust makes sense based on your state, estate value, and family situation.TOD Deed AssessmentFind out if a transfer on death deed can keep your property out of probate.Vehicle TOD AssessmentFind out if you can name a beneficiary on your vehicle title to skip probate.Trust Account Opening GuideCompare trust-account requirements bank by bank: how a revocable trust account is opened or retitled, what proves the trust, and what the successor trustee faces.Trust or Will Decision ToolCompare the cost of probate vs a trust for your state and estate value.
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Who Inherits CalculatorFind out who inherits your estate and how much they get if you die without a will.Estate & Inheritance Tax CalculatorCalculate federal estate tax, state estate tax, and inheritance tax for an estate.Inheritance Tax GuideInheritance tax by state, federal tax on inheritance, and timeline estimates for receiving money, property, or retirement assets.Step-Up Basis CalculatorCalculate the new cost basis on inherited assets under IRC § 1014 and project capital gains tax savings.Inherited IRA Withdrawal RulesSee which federal withdrawal rules apply to an inherited IRA, Roth IRA, or employer plan, the deadline year, and the tax for a missed withdrawal.Post-Death Tax Filing GuideFind out which tax returns need to be filed after someone dies and whether tax clearance is required.
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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

Impact of ACA Tax Credit Changes on Estate Planning

Impact of ACA Tax Credit Changes on Estate Planning

Discover how ACA tax credit changes could impact your estate planning.
News
SimplyTrustSimplyTrust EditorialMarch 9, 2026
Navigating the Great Wealth Transfer: Key Insights

Navigating the Great Wealth Transfer: Key Insights

Explore the urgent need for succession planning as wealth transfers occur.
News
SimplyTrustSimplyTrust EditorialMarch 8, 2026
Workplace Disputes Highlight Need for Digital Asset Protection

Workplace Disputes Highlight Need for Digital Asset Protection

Workplace dispute reveals gaps in protecting intellectual property and digital assets, while trust funds provide crucial family financial support.
News
SimplyTrustSimplyTrust EditorialMarch 7, 2026
Protect Your Wealth: Strategies for Risk Management

Protect Your Wealth: Strategies for Risk Management

Discover how to protect your wealth with essential risk management strategies that ensure financial resilience.
News
SimplyTrustSimplyTrust EditorialMarch 7, 2026
New NYC Tax Proposals Impacting Estate Planning Strategies

New NYC Tax Proposals Impacting Estate Planning Strategies

Explore how proposed NYC tax hikes could impact your estate planning.
News
SimplyTrustSimplyTrust EditorialMarch 7, 2026
Court Upholds IRS Micro-Captive Reporting Rules in 2026

Court Upholds IRS Micro-Captive Reporting Rules in 2026

Federal court upholds IRS reporting rules for micro-captive insurance arrangements, creating new compliance obligations for estate planning strategies.
News
SimplyTrustSimplyTrust EditorialMarch 7, 2026
Tax Software Deals Highlight Estate Planning Tax Prep Needs

Tax Software Deals Highlight Estate Planning Tax Prep Needs

Tax software deals reveal the complex filing needs of estate planning families managing trusts, investments, and inherited assets.
News
SimplyTrustSimplyTrust EditorialMarch 7, 2026
Rethinking Real Estate Strategies in Family Offices

Rethinking Real Estate Strategies in Family Offices

Explore how the Great Wealth Transfer reshapes family office real estate strategies and what it means for long-term planning.
News
SimplyTrustSimplyTrust EditorialMarch 7, 2026
Mastering Tax-Efficient Retirement Planning Strategies

Mastering Tax-Efficient Retirement Planning Strategies

Unlock the secrets to smarter retirement tax planning today!
News
SimplyTrustSimplyTrust EditorialMarch 7, 2026
Navigating Estate Planning: Key Insights for U.S. Residents

Navigating Estate Planning: Key Insights for U.S. Residents

Discover the latest changes in estate planning laws affecting your family.
News
SimplyTrustSimplyTrust EditorialMarch 6, 2026
South Carolina Education Savings Account Debate Affects Estate Planning

South Carolina Education Savings Account Debate Affects Estate Planning

South Carolina’s education savings account debate affects families who integrate these accounts into their estate planning and wealth transfer strategies.
News
SimplyTrustSimplyTrust EditorialMarch 6, 2026
New IRS Proposal for Child Tax Contributions Explained

New IRS Proposal for Child Tax Contributions Explained

Discover how new IRS regulations can benefit your family financially with $1,000 contributions for eligible children.
News
SimplyTrustSimplyTrust EditorialMarch 6, 2026
New Regulations for Trump Accounts: What You Need to Know

New Regulations for Trump Accounts: What You Need to Know

Discover how new Trump Accounts can help build wealth for children under 18 with tax advantages and structured savings.
News
SimplyTrustSimplyTrust EditorialMarch 6, 2026
HIRE Act: What Business Owners Need to Know Now

HIRE Act: What Business Owners Need to Know Now

Discover how the proposed HIRE Act could reshape business operations in Maryland, Virginia, and D.C. for owners relying on outsourcing.
News
SimplyTrustSimplyTrust EditorialMarch 6, 2026
Cryptocurrency Volatility Creates Estate Planning Challenges

Cryptocurrency Volatility Creates Estate Planning Challenges

Cryptocurrency’s extreme volatility creates unique estate planning challenges, from valuation difficulties to technical access issues for beneficiaries.
News
SimplyTrustSimplyTrust EditorialMarch 6, 2026
Alternative College Funding Strategies Beyond 529 Plans

Alternative College Funding Strategies Beyond 529 Plans

Physician outlines five-tier college funding strategy that prioritizes retirement savings and flexibility over traditional 529 plans.
News
SimplyTrustSimplyTrust EditorialMarch 6, 2026
Debunking 4 Common Estate Planning Myths You Should Know

Debunking 4 Common Estate Planning Myths You Should Know

Discover the truth behind common estate planning myths that could jeopardize your family’s future.
News
SimplyTrustSimplyTrust EditorialMarch 5, 2026
Navigating IRA Beneficiary Designations After SECURE Act

Navigating IRA Beneficiary Designations After SECURE Act

Learn how the SECURE Act affects IRA beneficiary choices and contributions.
News
SimplyTrustSimplyTrust EditorialMarch 5, 2026
Rising Trend: Lifetime Real Estate Transfers in the U.S.

Rising Trend: Lifetime Real Estate Transfers in the U.S.

Discover the rising trend of lifetime real estate transfers and what it means for estate planning in the U.S.
News
SimplyTrustSimplyTrust EditorialMarch 5, 2026
Understanding Life Insurance in Estate Planning

Understanding Life Insurance in Estate Planning

Explore how life insurance impacts estate planning through the Flynn case.
News
SimplyTrustSimplyTrust EditorialMarch 5, 2026
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