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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

Excessive Tobacco Taxes and Their Impact on Estate Planning

Excessive Tobacco Taxes and Their Impact on Estate Planning

Explore how excessive tobacco taxes impact estate planning and what it means for your financial future.
News
SimplyTrustSimplyTrust EditorialFebruary 6, 2026
Cordell & Cordell Expands Estate Planning Across Nine States

Cordell & Cordell Expands Estate Planning Across Nine States

Discover how Cordell & Cordell’s expansion aids estate planning for families across nine U.S. states!
News
SimplyTrustSimplyTrust EditorialFebruary 5, 2026
New Tax Law Doubles Estate Tax Exemption Until 2025

New Tax Law Doubles Estate Tax Exemption Until 2025

Explore how the new tax law doubling the estate tax exemption impacts your estate planning strategies.
News
SimplyTrustSimplyTrust EditorialFebruary 5, 2026
Proposed Changes to Estate Tax Exemption: What to Know

Proposed Changes to Estate Tax Exemption: What to Know

Discover how proposed changes to estate tax exemptions could impact your planning.
News
SimplyTrustSimplyTrust EditorialFebruary 5, 2026
Understanding Wills vs. Trusts: What Missouri Residents Need to Know

Understanding Wills vs. Trusts: What Missouri Residents Need to Know

Discover the key differences between wills and trusts in Missouri and make informed estate planning choices.
News
SimplyTrustSimplyTrust EditorialFebruary 4, 2026
Revamp Your Estate Plan to Avoid Future Confusion

Revamp Your Estate Plan to Avoid Future Confusion

Is your estate plan outdated? Discover essential updates to avoid chaos for your loved ones.
News
SimplyTrustSimplyTrust EditorialFebruary 4, 2026
New Estate Planning Changes from the One Big Beautiful Bill

New Estate Planning Changes from the One Big Beautiful Bill

Discover the latest changes in estate planning law affecting you!
News
SimplyTrustSimplyTrust EditorialFebruary 2, 2026
Navigating Long-Term Care Planning: Key Legal Insights

Navigating Long-Term Care Planning: Key Legal Insights

Discover essential insights into long-term care planning and protect your family’s financial future.
News
SimplyTrustSimplyTrust EditorialFebruary 2, 2026
Navigating Trusts as IRA Beneficiaries for Minors

Navigating Trusts as IRA Beneficiaries for Minors

Wonder how to leave your IRA to minors? Discover how trusts can simplify the process and ensure financial security.
News
SimplyTrustSimplyTrust EditorialFebruary 2, 2026
Navigating Multi-Layered Taxes in Maryland, D.C., and Virginia

Navigating Multi-Layered Taxes in Maryland, D.C., and Virginia

Discover how multi-layered taxes impact your finances in Maryland, D.C., and Virginia. Navigate this complex landscape effectively!
News
SimplyTrustSimplyTrust EditorialFebruary 2, 2026
Why Independent Trustees May Be Best for Your Estate Plan

Why Independent Trustees May Be Best for Your Estate Plan

Discover why choosing an independent trustee can ease family burdens during estate planning.
News
SimplyTrustSimplyTrust EditorialFebruary 2, 2026
Wills vs. Trusts: Key Differences for Estate Planning

Wills vs. Trusts: Key Differences for Estate Planning

Discover the key differences between wills and trusts for effective estate planning.
News
SimplyTrustSimplyTrust EditorialFebruary 2, 2026
Tax-Efficient Strategies for Transferring Wealth Now

Tax-Efficient Strategies for Transferring Wealth Now

Explore tax-efficient strategies to transfer wealth and reduce estate taxes before potential law changes in 2026.
News
SimplyTrustSimplyTrust EditorialFebruary 2, 2026
How Global Tax Changes Impact Your Estate Planning Strategy

How Global Tax Changes Impact Your Estate Planning Strategy

Discover how OECD’s global tax changes impact your estate planning strategies and what you need to know to stay compliant.
News
SimplyTrustSimplyTrust EditorialJanuary 30, 2026
Navigating the Great Wealth Transfer: Inheritance Tax Update

Navigating the Great Wealth Transfer: Inheritance Tax Update

Explore the latest updates on inheritance tax as the great wealth transfer unfolds. Are you prepared for the implications?
News
SimplyTrustSimplyTrust EditorialJanuary 30, 2026
Navigating OBBBA: New Estate Tax Strategies for Physicians

Navigating OBBBA: New Estate Tax Strategies for Physicians

Discover how the OBBBA impacts estate planning for physicians and learn strategies to secure your wealth and practice.
News
SimplyTrustSimplyTrust EditorialJanuary 28, 2026
Congress Considers Changes to Secure Social Security Benefits

Congress Considers Changes to Secure Social Security Benefits

Discover how Congress plans to secure Social Security benefits and what it means for your retirement planning.
News
SimplyTrustSimplyTrust EditorialJanuary 28, 2026
How Shifting Windfall Profit Taxes May Affect U.S. Businesses

How Shifting Windfall Profit Taxes May Affect U.S. Businesses

Explore how Europe’s tax changes could influence U.S. estate planning and business strategies in the DMV area.
News
SimplyTrustSimplyTrust EditorialJanuary 28, 2026
How the $15 Million Exemption Transforms Farm Succession Planning

How the $15 Million Exemption Transforms Farm Succession Planning

Discover how the new $15 million estate tax exemption affects farm succession strategies and income tax planning.
News
SimplyTrustSimplyTrust EditorialJanuary 26, 2026
Protecting Your Crypto Wealth: Essential Estate Planning Tips

Protecting Your Crypto Wealth: Essential Estate Planning Tips

Millions of crypto assets risk vanishing without proper planning. Here’s how to secure your digital wealth for future generations.
News
SimplyTrustSimplyTrust EditorialJanuary 26, 2026
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