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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

Checklist for Year-End Estate Planning: Don’t Miss These Steps

Checklist for Year-End Estate Planning: Don’t Miss These Steps

End the year strong by completing your estate planning checklist!
News
SimplyTrustSimplyTrust EditorialDecember 9, 2025
New Estate Tax Laws: What to Know Before 2026

New Estate Tax Laws: What to Know Before 2026

Discover essential updates to estate tax laws effective 2026.
News
SimplyTrustSimplyTrust EditorialDecember 9, 2025
Billionaires’ Wealth Surge and Inheritance Trends in 2025

Billionaires’ Wealth Surge and Inheritance Trends in 2025

Billionaires’ wealth surged to $15.8 trillion in 2025, influencing estate planning and inheritance trends.
News
SimplyTrustSimplyTrust EditorialDecember 8, 2025
Understanding the Validity of Wills in North Carolina

Understanding the Validity of Wills in North Carolina

Discover how long your will lasts in North Carolina and why updates matter!
News
SimplyTrustSimplyTrust EditorialDecember 8, 2025
Washington Estate Tax Changes Effective July 2025

Washington Estate Tax Changes Effective July 2025

Washington’s estate tax is changing in 2025—are you prepared?
News
SimplyTrustSimplyTrust EditorialDecember 8, 2025
The $124 Trillion Wealth Transfer: What You Need to Know

The $124 Trillion Wealth Transfer: What You Need to Know

Discover how the $124 trillion Great Wealth Transfer impacts estate planning and inheritance strategies today.
News
SimplyTrustSimplyTrust EditorialDecember 6, 2025
Key Estate Planning Changes You Need to Know Now

Key Estate Planning Changes You Need to Know Now

Discover how the One Big Beautiful Bill Act will impact your estate planning in 2025.
News
SimplyTrustSimplyTrust EditorialDecember 5, 2025
New Tax Regulations Impacting Estate Planning Strategies

New Tax Regulations Impacting Estate Planning Strategies

Discover how new tax regulations are reshaping estate planning strategies.
News
SimplyTrustSimplyTrust EditorialDecember 4, 2025
Major Estate Tax Changes Coming in 2026: What to Know

Major Estate Tax Changes Coming in 2026: What to Know

Discover the upcoming estate tax changes for 2026 and how to prepare your estate planning strategies for maximum benefit.
News
SimplyTrustSimplyTrust EditorialDecember 4, 2025
Choosing the Right Trustee: Key Insights from Experts

Choosing the Right Trustee: Key Insights from Experts

Discover the essential qualities of a good trustee and avoid common mistakes in your estate planning. Tune in to the latest podcast episode!
News
SimplyTrustSimplyTrust EditorialDecember 3, 2025
New York Estate Tax Update: Exclusion Amounts for 2026

New York Estate Tax Update: Exclusion Amounts for 2026

Explore the upcoming changes to New York’s estate tax for 2026 and what it means for your estate planning.
News
SimplyTrustSimplyTrust EditorialDecember 2, 2025
Navigating Common Estate Disputes: Tips to Avoid Conflict

Navigating Common Estate Disputes: Tips to Avoid Conflict

Discover how to navigate common estate disputes and protect your family from conflict.
News
SimplyTrustSimplyTrust EditorialNovember 30, 2025
What to Bring to Your Estate Planning Meeting

What to Bring to Your Estate Planning Meeting

Ready for your estate planning meeting? Discover what documents to bring and how to prepare for a successful discussion!
News
SimplyTrustSimplyTrust EditorialNovember 29, 2025
Navigating Estate Taxes: Strategies for 2025 and Beyond

Navigating Estate Taxes: Strategies for 2025 and Beyond

Explore estate tax strategies and portfolio construction tips for 2025.
News
SimplyTrustSimplyTrust EditorialNovember 29, 2025
Understanding the Impact of the New Mansion Tax

Understanding the Impact of the New Mansion Tax

Learn how the new mansion tax could impact farmers and property owners in the U.S. starting in 2028. Discover the implications for your estate planning.
News
SimplyTrustSimplyTrust EditorialNovember 27, 2025
Minnesota’s New Trust Laws: What You Need to Know

Minnesota’s New Trust Laws: What You Need to Know

Minnesota’s trust laws are changing. Find out how these updates impact your estate planning today!
News
SimplyTrustSimplyTrust EditorialNovember 25, 2025
Smart Strategies to Avoid Probate and Protect Your Legacy

Smart Strategies to Avoid Probate and Protect Your Legacy

Discover how to avoid probate and protect your legacy with smart estate planning strategies.
News
SimplyTrustSimplyTrust EditorialNovember 25, 2025
Thanksgiving: A Key Time to Discuss Estate Planning Issues

Thanksgiving: A Key Time to Discuss Estate Planning Issues

Thanksgiving is the ideal time to discuss estate planning and prevent future disputes.
News
SimplyTrustSimplyTrust EditorialNovember 25, 2025
Understanding Conditional Wills in Estate Planning

Understanding Conditional Wills in Estate Planning

Explore how conditional wills can shape inheritance and behavior, but beware of potential legal pitfalls!
News
SimplyTrustSimplyTrust EditorialNovember 23, 2025
Prepare for the $84 Trillion Wealth Transfer by 2045

Prepare for the $84 Trillion Wealth Transfer by 2045

Explore the $84 trillion wealth transfer and its impact on your finances.
News
SimplyTrustSimplyTrust EditorialNovember 23, 2025
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