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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

Understanding Living Trusts in North Carolina: Key Insights

Understanding Living Trusts in North Carolina: Key Insights

Explore how living trusts in North Carolina can simplify estate planning and protect your privacy and assets.
News
SimplyTrustSimplyTrust EditorialDecember 16, 2025
Inheritance Denied: The Slayer Rule Explained

Inheritance Denied: The Slayer Rule Explained

Discover how the slayer rule affects inheritance in light of recent events involving Rob Reiner’s son.
News
SimplyTrustSimplyTrust EditorialDecember 16, 2025
Why Estate Planning Matters More Than You Think

Why Estate Planning Matters More Than You Think

Discover why estate planning is crucial for everyone, not just the wealthy.
News
SimplyTrustSimplyTrust EditorialDecember 16, 2025
Urgent Year-End Estate Planning Moves Before 2025

Urgent Year-End Estate Planning Moves Before 2025

Discover urgent estate planning strategies before 2025 changes.
News
SimplyTrustSimplyTrust EditorialDecember 16, 2025
New Law Boosts 2026 Estate Planning Exemptions Significantly

New Law Boosts 2026 Estate Planning Exemptions Significantly

Discover how new federal laws will impact your estate planning in 2026. Significant changes to tax exemptions could benefit you!
News
SimplyTrustSimplyTrust EditorialDecember 16, 2025
Essential Estate Planning Updates You Need to Know

Essential Estate Planning Updates You Need to Know

Discover essential updates in estate planning and tax laws that could impact your legacy.
News
SimplyTrustSimplyTrust EditorialDecember 15, 2025
Navigating Estate Planning Amid Wealth Transfer Trends

Navigating Estate Planning Amid Wealth Transfer Trends

Explore essential estate planning tips amid the upcoming wealth transfer.
News
SimplyTrustSimplyTrust EditorialDecember 14, 2025
Prepare for 2026 Estate Tax Changes: Essential Strategies

Prepare for 2026 Estate Tax Changes: Essential Strategies

Prepare for the 2026 estate tax changes and learn essential strategies to protect your wealth.
News
SimplyTrustSimplyTrust EditorialDecember 14, 2025
Who Benefits from the Great Wealth Transfer in 2025?

Who Benefits from the Great Wealth Transfer in 2025?

The great wealth transfer is reshaping estate planning. Discover who benefits and why it matters in 2025.
News
SimplyTrustSimplyTrust EditorialDecember 13, 2025
New Estate Planning Insights: Trusts and Legal Updates

New Estate Planning Insights: Trusts and Legal Updates

Discover how recent legal updates in estate planning could affect your future decisions.
News
SimplyTrustSimplyTrust EditorialDecember 13, 2025
New Tax Provisions Under the One, Big, Beautiful Bill

New Tax Provisions Under the One, Big, Beautiful Bill

Discover how the One, Big, Beautiful Bill impacts estate planning and taxes starting in 2025.
News
SimplyTrustSimplyTrust EditorialDecember 11, 2025
New Charitable Giving Rules Under OBBBA: Key Changes

New Charitable Giving Rules Under OBBBA: Key Changes

Explore the new charitable giving rules under OBBBA and how they affect your estate planning strategy.
News
SimplyTrustSimplyTrust EditorialDecember 10, 2025
New IRS Guidance on Tax-Advantaged Accounts for Kids

New IRS Guidance on Tax-Advantaged Accounts for Kids

Discover the new IRS guidance on tax-advantaged accounts for kids. Learn how to secure financial benefits for your children today!
News
SimplyTrustSimplyTrust EditorialDecember 10, 2025
Flagstar Private Bank Enhances Wealth Planning Services

Flagstar Private Bank Enhances Wealth Planning Services

Discover how Flagstar Private Bank is reshaping wealth planning services and what it means for your estate planning.
News
SimplyTrustSimplyTrust EditorialDecember 10, 2025
Flagstar Bank Expands Wealth Services with New Offerings

Flagstar Bank Expands Wealth Services with New Offerings

Discover how Flagstar Bank’s new wealth services can enhance your estate planning strategy.
News
SimplyTrustSimplyTrust EditorialDecember 10, 2025
New IRS Regulations Impacting Estate Planning in 2026

New IRS Regulations Impacting Estate Planning in 2026

New IRS regulations for 2026 could reshape your estate planning. Discover how mandatory Roth contributions affect your legacy!
News
SimplyTrustSimplyTrust EditorialDecember 10, 2025
ACTEC Foundation Announces New Grants for Estate Planning

ACTEC Foundation Announces New Grants for Estate Planning

Discover how ACTEC’s new grants are enhancing estate planning education and access in Los Angeles and beyond.
News
SimplyTrustSimplyTrust EditorialDecember 10, 2025
New Estate Tax Exemptions: What You Need to Know for 2026

New Estate Tax Exemptions: What You Need to Know for 2026

Discover how the new estate tax law changes impact your planning for 2026 and beyond.
News
SimplyTrustSimplyTrust EditorialDecember 10, 2025
Key Estate Planning Updates for 2025 and 2026

Key Estate Planning Updates for 2025 and 2026

Stay updated on the latest estate planning law changes for 2025 and 2026 that could impact your future decisions!
News
SimplyTrustSimplyTrust EditorialDecember 9, 2025

2025 Estate Planning Updates: Key Legislative Changes

Explore recent estate planning updates that could impact your wealth transfer strategies in 2025.
News
SimplyTrustSimplyTrust EditorialDecember 9, 2025
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