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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

Understanding Irrevocable Life Insurance Trusts for Estate Planning

Understanding Irrevocable Life Insurance Trusts for Estate Planning

Discover how Irrevocable Life Insurance Trusts can protect your heirs and minimize estate taxes.
News
SimplyTrustSimplyTrust EditorialNovember 10, 2025
New RMD Rules: What You Need to Know Today

New RMD Rules: What You Need to Know Today

Stay informed about the new RMD rules that affect your retirement planning and tax obligations!
News
SimplyTrustSimplyTrust EditorialNovember 9, 2025
Understanding RMDs: Essential Insights for Your Retirement

Understanding RMDs: Essential Insights for Your Retirement

Discover how Required Minimum Distributions impact your retirement savings and avoid costly mistakes with our expert insights.
News
SimplyTrustSimplyTrust EditorialNovember 9, 2025
Understanding Legal Personhood in Estate Planning

Understanding Legal Personhood in Estate Planning

Explore how legal personhood could reshape estate planning!
News
SimplyTrustSimplyTrust EditorialNovember 7, 2025
10 Tips to Prevent Family Feuds Over Inheritance

10 Tips to Prevent Family Feuds Over Inheritance

Learn how to prevent family feuds over inheritance with these 10 tips!
News
SimplyTrustSimplyTrust EditorialNovember 7, 2025
Trusts on the Rise: Safeguarding Wealth in Estate Planning

Trusts on the Rise: Safeguarding Wealth in Estate Planning

Discover how trusts are transforming estate planning for the wealthy.
News
SimplyTrustSimplyTrust EditorialNovember 6, 2025
New Insights on Estate Planning Trends Among Americans

New Insights on Estate Planning Trends Among Americans

Discover surprising statistics on estate planning among Americans.
News
SimplyTrustSimplyTrust EditorialNovember 6, 2025
Essential Legal Planning for Long-Term Care in Texas

Essential Legal Planning for Long-Term Care in Texas

Discover why legal planning for long-term care is crucial for families today.
News
SimplyTrustSimplyTrust EditorialNovember 6, 2025

Fine Arts Museums of San Francisco Receives Major Gift

Discover how a massive art donation impacts estate planning.
News
SimplyTrustSimplyTrust EditorialNovember 4, 2025
FAMSF Receives 1,600 Artworks: A Historic Donation

FAMSF Receives 1,600 Artworks: A Historic Donation

Discover how a historic donation of 1,600 artworks is transforming the Fine Arts Museums of San Francisco and shaping cultural legacy.
News
SimplyTrustSimplyTrust EditorialNovember 4, 2025
Navigating Fiduciary Standards in Estate Planning Decisions

Navigating Fiduciary Standards in Estate Planning Decisions

Explore how fiduciary standards shape estate planning decisions and what they mean for your future.
News
SimplyTrustSimplyTrust EditorialNovember 4, 2025
Protecting Your Estate: Tips for Blended Families

Protecting Your Estate: Tips for Blended Families

Explore how to protect your estate in blended families and avoid divorce pitfalls.
News
SimplyTrustSimplyTrust EditorialNovember 3, 2025
Protect Your Assets: Medicaid Trusts in Texas Explained

Protect Your Assets: Medicaid Trusts in Texas Explained

Discover how Medicaid Asset Protection Trusts can safeguard your assets in Texas while ensuring Medicaid eligibility.
News
SimplyTrustSimplyTrust EditorialNovember 1, 2025

12 Key Questions for Your Estate Planning Attorney

Unlock your estate planning potential with these 12 key questions!
News
SimplyTrustSimplyTrust EditorialOctober 31, 2025
Calls to Eliminate Estate Tax Spark New Tax Discussions

Calls to Eliminate Estate Tax Spark New Tax Discussions

Explore the recent discussions on eliminating the estate tax and its implications for wealth transfer strategies.
News
SimplyTrustSimplyTrust EditorialOctober 31, 2025
Why Wealthy Families Must Create a Giving Plan Now

Why Wealthy Families Must Create a Giving Plan Now

Discover why wealthy families need a strategic giving plan now to maximize impact and tax benefits.
News
SimplyTrustSimplyTrust EditorialOctober 31, 2025
Avoid Probate: Exclude Certain Assets from Your Trust

Avoid Probate: Exclude Certain Assets from Your Trust

Discover which assets to keep out of your trust to avoid probate complications.
News
SimplyTrustSimplyTrust EditorialOctober 30, 2025
Understanding the Great Wealth Transfer: Key Insights

Understanding the Great Wealth Transfer: Key Insights

Explore the Great Wealth Transfer and how to prepare for it with key insights from a recent survey.
News
SimplyTrustSimplyTrust EditorialOctober 30, 2025
Upcoming Budget Changes: What to Expect for Taxes

Upcoming Budget Changes: What to Expect for Taxes

Stay ahead of upcoming tax changes impacting estate planning!
News
SimplyTrustSimplyTrust EditorialOctober 29, 2025
RWM Expands Services: Estate Planning in Focus

RWM Expands Services: Estate Planning in Focus

Discover RWM’s latest estate planning services and growth updates.
News
SimplyTrustSimplyTrust EditorialOctober 28, 2025
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