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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

Join the 51st Annual Trust and Estate Conference Now

Join the 51st Annual Trust and Estate Conference Now

Join industry experts at the 51st Annual Trust and Estate Conference!
News
SimplyTrustSimplyTrust EditorialNovember 21, 2025
New York Estate Planning: Key Updates from Recent Journal

New York Estate Planning: Key Updates from Recent Journal

Discover key updates in New York estate planning from the latest Trusts & Estates Law Journal.
News
SimplyTrustSimplyTrust EditorialNovember 20, 2025
Four Key Changes Retirees Must Consider for Estate Planning

Four Key Changes Retirees Must Consider for Estate Planning

Discover four critical changes retirees must consider for effective estate planning.
News
SimplyTrustSimplyTrust EditorialNovember 20, 2025
Mastering Taxes in Retirement: Strategies You Need

Mastering Taxes in Retirement: Strategies You Need

Explore key strategies for managing taxes in retirement and learn about the five essential phases of retirement planning.
News
SimplyTrustSimplyTrust EditorialNovember 20, 2025
New Inheritance Tax Rules Threaten Family Businesses

New Inheritance Tax Rules Threaten Family Businesses

New inheritance tax rules raise concerns for family businesses. Discover how these changes could impact U.S. entrepreneurs!
News
SimplyTrustSimplyTrust EditorialNovember 18, 2025
Bankruptcy Court Ruling: Standing in Chapter 7 Sales

Bankruptcy Court Ruling: Standing in Chapter 7 Sales

Recent ruling clarifies standing in Chapter 7 bankruptcy sales.
News
SimplyTrustSimplyTrust EditorialNovember 18, 2025
6 Essential Tips for Working with Estate Planning Attorneys

6 Essential Tips for Working with Estate Planning Attorneys

Discover essential tips for effectively working with estate planning attorneys and navigating your trustee responsibilities.
News
SimplyTrustSimplyTrust EditorialNovember 18, 2025
How to Prepare Kids for Wealth Before Inheritance

How to Prepare Kids for Wealth Before Inheritance

Discover how one multimillionaire prepares his kids for wealth.
News
SimplyTrustSimplyTrust EditorialNovember 18, 2025
Protect Your Partner with Spousal Lifetime Access Trusts

Protect Your Partner with Spousal Lifetime Access Trusts

Discover how Spousal Lifetime Access Trusts can protect your partner and secure family assets for the future.
News
SimplyTrustSimplyTrust EditorialNovember 18, 2025
Preparing for Estate Disputes: A Smart Planning Approach

Preparing for Estate Disputes: A Smart Planning Approach

Learn how to protect your estate from potential disputes and litigation.
News
SimplyTrustSimplyTrust EditorialNovember 18, 2025
How to Start Estate Planning Conversations This Holiday Season

How to Start Estate Planning Conversations This Holiday Season

Discover how to start the crucial estate planning conversation this holiday season with your family. It’s time to prioritize your future!
News
SimplyTrustSimplyTrust EditorialNovember 16, 2025
Diddy’s Estate Battle: What It Means for Inheritance Planning

Diddy’s Estate Battle: What It Means for Inheritance Planning

Explore the ongoing estate battle over Diddy’s fortune and learn why effective planning is crucial in avoiding family disputes.
News
SimplyTrustSimplyTrust EditorialNovember 14, 2025
Understanding Will Requirements in North Carolina

Understanding Will Requirements in North Carolina

Discover the essential legal requirements for a valid will in North Carolina and ensure your final wishes are honored.
News
SimplyTrustSimplyTrust EditorialNovember 13, 2025
Navigating the 5-Year Rule for Roth IRAs in 2025

Navigating the 5-Year Rule for Roth IRAs in 2025

Discover how the 5-year rule impacts inherited Roth IRAs in 2025.
News
SimplyTrustSimplyTrust EditorialNovember 13, 2025
Cher’s Son Faces Financial Struggles: Estate Planning Insights

Cher’s Son Faces Financial Struggles: Estate Planning Insights

Elijah Blue Allman’s financial struggles raise critical estate planning questions. How can families protect their wealth for future generations?
News
SimplyTrustSimplyTrust EditorialNovember 12, 2025
Connecticut Probate Courts Announce New Hearing Dates

Connecticut Probate Courts Announce New Hearing Dates

Connecticut Probate Courts have announced public hearings on proposed rule revisions that may impact your estate planning.
News
SimplyTrustSimplyTrust EditorialNovember 12, 2025
Navigating Family Dynamics in Estate Planning Situations

Navigating Family Dynamics in Estate Planning Situations

Explore how a woman’s trust fund changed family dynamics in estate planning.
News
SimplyTrustSimplyTrust EditorialNovember 11, 2025
Retire Tax-Free: States That Protect Your Retirement Income

Retire Tax-Free: States That Protect Your Retirement Income

Discover which states allow retirees to keep more of their income by exempting taxes on retirement income.
News
SimplyTrustSimplyTrust EditorialNovember 11, 2025
Understanding Recent Misconceptions in Estate Planning News

Understanding Recent Misconceptions in Estate Planning News

Discover the truth behind recent estate planning rumors and why misinformation matters.
News
SimplyTrustSimplyTrust EditorialNovember 11, 2025
5 Surprising Reasons Not to Name Your Spouse as Beneficiary

5 Surprising Reasons Not to Name Your Spouse as Beneficiary

Discover five surprising reasons to reconsider naming your spouse as a beneficiary for your IRA.
News
SimplyTrustSimplyTrust EditorialNovember 10, 2025
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