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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
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766 news posts

New Estate Planning Changes You Need to Know Now

New Estate Planning Changes You Need to Know Now

Discover the latest estate planning changes that could impact your family’s future and how to prepare for them today.
News
SimplyTrustSimplyTrust EditorialFebruary 23, 2026
The Great Wealth Transfer: What It Means for Investors

The Great Wealth Transfer: What It Means for Investors

Discover how the Great Wealth Transfer is reshaping investment strategies for younger generations inheriting trillions.
News
SimplyTrustSimplyTrust EditorialFebruary 23, 2026
Recent Updates in Estate Planning Law You Should Know

Recent Updates in Estate Planning Law You Should Know

Discover the latest changes in estate planning laws that could impact your financial future!
News
SimplyTrustSimplyTrust EditorialFebruary 23, 2026
New Savings Account for Kids: What You Need to Know

New Savings Account for Kids: What You Need to Know

Discover how the new Trump Account can benefit your child’s savings and what you need to know before July 2026.
News
SimplyTrustSimplyTrust EditorialFebruary 21, 2026
New Estate Tax Rules: $15 Million Exemption for Heirs

New Estate Tax Rules: $15 Million Exemption for Heirs

Discover how the new estate tax law affects wealth transfer to heirs.
News
SimplyTrustSimplyTrust EditorialFebruary 20, 2026
State Estate and Inheritance Tax Changes Create Planning Challenges

State Estate and Inheritance Tax Changes Create Planning Challenges

State estate and inheritance tax policies create a complex planning landscape as Connecticut aligns with federal exemptions while Kentucky maintains…
News
SimplyTrustSimplyTrust EditorialFebruary 20, 2026
Recent Updates in California Estate Planning Law

Recent Updates in California Estate Planning Law

Discover how recent California court decisions affect your estate planning strategies.
News
SimplyTrustSimplyTrust EditorialFebruary 19, 2026
Navigating Estate Planning Challenges in 2023

Navigating Estate Planning Challenges in 2023

Explore how estate planning is evolving in 2023 with crucial updates.
News
SimplyTrustSimplyTrust EditorialFebruary 19, 2026
Navigating AI in Estate Planning: Opportunities and Risks

Navigating AI in Estate Planning: Opportunities and Risks

Explore how AI is changing estate planning, but learn why human guidance is essential for success.
News
SimplyTrustSimplyTrust EditorialFebruary 19, 2026
Oregon Proposes Changes to Estate Tax: Key Highlights

Oregon Proposes Changes to Estate Tax: Key Highlights

Oregon’s estate tax could change significantly this year. Learn how it might affect your estate planning.
News
SimplyTrustSimplyTrust EditorialFebruary 18, 2026
Oregon’s New Estate Tax Plan: Key Changes Explained

Oregon’s New Estate Tax Plan: Key Changes Explained

Oregon’s proposed estate tax changes could save families thousands while impacting the wealthy. Find out how these shifts could affect you.
News
SimplyTrustSimplyTrust EditorialFebruary 18, 2026
Spotting Estate Planning Risks: A Guide for Advisors

Spotting Estate Planning Risks: A Guide for Advisors

Discover how financial advisors can identify estate planning risks early to protect clients.
News
SimplyTrustSimplyTrust EditorialFebruary 18, 2026
New Strategies for Effective Wealth Transfer in 2023

New Strategies for Effective Wealth Transfer in 2023

Explore new strategies for effective wealth transfer in 2023.
News
SimplyTrustSimplyTrust EditorialFebruary 18, 2026
Understanding Minor Beneficiaries in IRA Inheritance

Understanding Minor Beneficiaries in IRA Inheritance

Explore how minor beneficiaries can navigate IRA inheritance rules effectively.
News
SimplyTrustSimplyTrust EditorialFebruary 18, 2026
Key Tax Law Changes for Estate Planning in 2025

Key Tax Law Changes for Estate Planning in 2025

Discover the important tax law changes for 2025 that could impact your estate planning and charitable giving strategies.
News
SimplyTrustSimplyTrust EditorialFebruary 17, 2026
Navigating Retirement Accounts in Community Property States

Navigating Retirement Accounts in Community Property States

Discover how community property laws impact retirement account planning.
News
SimplyTrustSimplyTrust EditorialFebruary 17, 2026
Understanding Debt and Inheritance: What Iowa Families Need

Understanding Debt and Inheritance: What Iowa Families Need

Discover how debt impacts inheritance for Iowa families and learn about protective measures like trusts.
News
SimplyTrustSimplyTrust EditorialFebruary 17, 2026
Proposed Rollback of Estate Tax Increase in Washington State

Proposed Rollback of Estate Tax Increase in Washington State

Discover the proposed rollback of Washington’s estate tax increase and its implications for estate planning.
News
SimplyTrustSimplyTrust EditorialFebruary 17, 2026
Washington’s Estate Tax Rollback: What You Need to Know

Washington’s Estate Tax Rollback: What You Need to Know

Discover Washington’s proposed estate tax rollback and what it means for you.
News
SimplyTrustSimplyTrust EditorialFebruary 16, 2026
New Estate Planning Tips to Save Heirs Taxes and Time

New Estate Planning Tips to Save Heirs Taxes and Time

Discover how recent estate planning strategies can help save your heirs taxes and streamline asset transfer.
News
SimplyTrustSimplyTrust EditorialFebruary 16, 2026
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