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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

Why Estate Planning is Essential for Every Family

Why Estate Planning is Essential for Every Family

Discover why regular estate planning updates are crucial for everyone.
News
SimplyTrustSimplyTrust EditorialJanuary 11, 2026
New IRS Ruling Alters Inheritance Tax Dynamics for Families

New IRS Ruling Alters Inheritance Tax Dynamics for Families

Discover how a new IRS ruling may impact your children’s inheritance and what steps you should take to adapt.
News
SimplyTrustSimplyTrust EditorialJanuary 11, 2026
California’s Billionaire Tax: Wealth Exodus and Legal Challenges

California’s Billionaire Tax: Wealth Exodus and Legal Challenges

Discover how California’s proposed billionaire tax could reshape estate planning and provoke legal challenges.
News
SimplyTrustSimplyTrust EditorialJanuary 11, 2026
Elder Abuse Case Sparks Estate Planning Concerns in Michigan

Elder Abuse Case Sparks Estate Planning Concerns in Michigan

A shocking elder abuse case in Michigan raises serious estate planning questions.
News
SimplyTrustSimplyTrust EditorialJanuary 10, 2026
How $84 Trillion Wealth Transfer Impacts Estate Planning

How $84 Trillion Wealth Transfer Impacts Estate Planning

Explore how the $84 trillion wealth transfer will shape estate planning for future generations.
News
SimplyTrustSimplyTrust EditorialJanuary 10, 2026
California’s New Homestead Exemption: What You Need to Know

California’s New Homestead Exemption: What You Need to Know

Discover California’s new homestead exemption and how it affects your estate planning strategy!
News
SimplyTrustSimplyTrust EditorialJanuary 10, 2026
New Insights on RMDs and QCDs from Trusts Explained

New Insights on RMDs and QCDs from Trusts Explained

Discover how recent rules on RMDs and QCDs impact your estate planning.
News
SimplyTrustSimplyTrust EditorialJanuary 8, 2026
Key 2026 Estate Planning Changes You Need to Know

Key 2026 Estate Planning Changes You Need to Know

Explore the latest estate planning updates for 2026 and how they affect your financial strategy.
News
SimplyTrustSimplyTrust EditorialJanuary 8, 2026
Planning for Your Pet’s Future in Estate Planning

Planning for Your Pet’s Future in Estate Planning

Discover how to include your pets in estate planning for their future care.
News
SimplyTrustSimplyTrust EditorialJanuary 6, 2026
New Year, New Estate Planning Goals for 2026

New Year, New Estate Planning Goals for 2026

Kickstart your estate planning for 2026 with these essential strategies!
News
SimplyTrustSimplyTrust EditorialJanuary 6, 2026
New IRS Regulations Impact Estate Planning Strategies

New IRS Regulations Impact Estate Planning Strategies

Discover how new IRS regulations affect your estate planning strategies in 2023.
News
SimplyTrustSimplyTrust EditorialJanuary 5, 2026
New Tax Exemptions for U.S. Estates: What You Need to Know

New Tax Exemptions for U.S. Estates: What You Need to Know

Discover the new IRS tax exemptions for estates and how they impact your estate planning today!
News
SimplyTrustSimplyTrust EditorialJanuary 5, 2026
2026 Estate Planning Tax Updates: What You Need to Know

2026 Estate Planning Tax Updates: What You Need to Know

Discover the key estate planning tax updates for 2026 and how they may impact your financial future.
News
SimplyTrustSimplyTrust EditorialJanuary 5, 2026
Reduce Estate Taxes with a Private Annuity Sale Strategy

Reduce Estate Taxes with a Private Annuity Sale Strategy

Discover how a private annuity sale can reduce your estate taxes and secure your financial future.
News
SimplyTrustSimplyTrust EditorialJanuary 5, 2026
Virginia Proposes New Real Estate Tax Structure for Residents

Virginia Proposes New Real Estate Tax Structure for Residents

Virginia lawmakers propose a new real estate tax structure to ease burdens on homeowners. Could this impact your estate planning?
News
SimplyTrustSimplyTrust EditorialJanuary 5, 2026
Ohio Attorney Suspended for Misusing Guardianship Funds

Ohio Attorney Suspended for Misusing Guardianship Funds

Ohio attorney Michael Juhola suspended for mishandling funds in guardianship cases—what does this mean for estate planning standards?
News
SimplyTrustSimplyTrust EditorialJanuary 5, 2026
Federal Estate Tax Exemption Rises to $15 Million in 2026

Federal Estate Tax Exemption Rises to $15 Million in 2026

Federal estate tax exemption increases to $15 million per person in 2026, providing permanent relief for most families while New York’s lower state threshold…
News
SimplyTrustSimplyTrust EditorialJanuary 5, 2026
Key Estate Planning Documents for Young Adults

Key Estate Planning Documents for Young Adults

Discover essential estate planning documents every adult needs.
News
SimplyTrustSimplyTrust EditorialJanuary 3, 2026
Avoid Costly Estate Planning Mistakes: Key Insights

Avoid Costly Estate Planning Mistakes: Key Insights

Discover key estate planning insights to avoid costly mistakes today.
News
SimplyTrustSimplyTrust EditorialJanuary 3, 2026
Why a Revocable Living Trust is Smart for Texans

Why a Revocable Living Trust is Smart for Texans

Explore the benefits of a revocable living trust for Texans and simplify your estate planning today!
News
SimplyTrustSimplyTrust EditorialJanuary 1, 2026
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