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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

Hulk Hogan’s Will: A Shocking Estate Plan Update

Hulk Hogan’s Will: A Shocking Estate Plan Update

Discover the surprising changes in Hulk Hogan’s will that excluded his daughter Brooke from his estate worth over $5 million.
News
SimplyTrustSimplyTrust EditorialSeptember 10, 2025
Essential Terms for First-Time Trustees in Estate Planning

Essential Terms for First-Time Trustees in Estate Planning

Master essential estate planning terms as a first-time trustee!
News
SimplyTrustSimplyTrust EditorialSeptember 9, 2025
Why Every Adult Needs a Health Care Proxy and Power of Attorney

Why Every Adult Needs a Health Care Proxy and Power of Attorney

Discover why a health care proxy and power of attorney are crucial for your estate plan, regardless of age or health status.
News
SimplyTrustSimplyTrust EditorialSeptember 4, 2025
Wealth Transfer Trends: Advisors Face Client Defections

Wealth Transfer Trends: Advisors Face Client Defections

Recent surveys reveal nearly half of heirs plan to switch advisors after inheritance. What does this mean for financial planning?
News
SimplyTrustSimplyTrust EditorialSeptember 4, 2025
Savant Wealth Expands with $1.2B Minnesota Firm Acquisition

Savant Wealth Expands with $1.2B Minnesota Firm Acquisition

Savant Wealth Management’s acquisition of PrairieView Partners reshapes the estate planning landscape in Minnesota. Discover the implications!
News
SimplyTrustSimplyTrust EditorialSeptember 3, 2025
New Tax Deduction: Influencers Can Claim Tips in 2026

New Tax Deduction: Influencers Can Claim Tips in 2026

Discover how a new tax deduction for influencers could impact your finances in 2026!
News
SimplyTrustSimplyTrust EditorialSeptember 3, 2025
Navigating the $84 Trillion Wealth Transfer Challenge

Navigating the $84 Trillion Wealth Transfer Challenge

Discover how to prepare for the upcoming $84 trillion wealth transfer!
News
SimplyTrustSimplyTrust EditorialSeptember 2, 2025
Navigating the $84 Trillion Wealth Transfer: Key Insights

Navigating the $84 Trillion Wealth Transfer: Key Insights

Explore how to navigate the $84 trillion wealth transfer and ensure your heirs are prepared for financial responsibility.
News
SimplyTrustSimplyTrust EditorialSeptember 2, 2025
Ozzy Osbourne’s Estate: Lessons for Blended Families

Ozzy Osbourne’s Estate: Lessons for Blended Families

Discover how Ozzy Osbourne’s estate highlights key lessons in blended family planning.
News
SimplyTrustSimplyTrust EditorialSeptember 2, 2025
Navigating the Great Wealth Transfer: More Than Money

Navigating the Great Wealth Transfer: More Than Money

Explore how the great wealth transfer impacts family values and legacy planning.
News
SimplyTrustSimplyTrust EditorialAugust 28, 2025
Navigating the Great Wealth Transfer: Insights for Families

Navigating the Great Wealth Transfer: Insights for Families

Explore the transformative impact of the great wealth transfer on families and estate planning strategies.
News
SimplyTrustSimplyTrust EditorialAugust 28, 2025
Why Every Parent with Young Kids Needs an Estate Plan

Why Every Parent with Young Kids Needs an Estate Plan

Discover why estate planning is crucial for parents with young children.
News
SimplyTrustSimplyTrust EditorialAugust 27, 2025
New Estate Tax Provisions: What You Need to Know

New Estate Tax Provisions: What You Need to Know

Discover how new estate tax laws can benefit your planning.
News
SimplyTrustSimplyTrust EditorialAugust 14, 2025
Navigating Estate Planning for Immigrant Families in California

Navigating Estate Planning for Immigrant Families in California

Explore essential estate planning tips for California’s immigrant families navigating unique legal challenges.
News
SimplyTrustSimplyTrust EditorialAugust 14, 2025
How Creating a Scholarship Fund Can Lower Your Estate Taxes

How Creating a Scholarship Fund Can Lower Your Estate Taxes

Discover how creating a scholarship fund can reduce your estate taxes while supporting education for future generations.
News
SimplyTrustSimplyTrust EditorialAugust 12, 2025
Big Beautiful Bill Act: Transforming Estate Planning in 2025

Big Beautiful Bill Act: Transforming Estate Planning in 2025

Uncover how the Big Beautiful Bill Act could reshape estate planning in 2025 and impact your future wealth transfer strategies.
News
SimplyTrustSimplyTrust EditorialAugust 6, 2025
Hulk Hogan’s Florida Estate: The Wrestling Ring of Inheritance Laws

Hulk Hogan’s Florida Estate: The Wrestling Ring of Inheritance Laws

Will the distribution of Hulk Hogan’s $25 million estate become a wrestling match with Florida’s inheritance laws? Let’s find out!
News
SimplyTrustSimplyTrust EditorialAugust 6, 2025
Federal Estate Tax Exemption Increases to $15 Million in 2026

Federal Estate Tax Exemption Increases to $15 Million in 2026

Federal estate tax exemption rises to $15M per person in 2026, creating new planning opportunities while NY maintains $7.35M state threshold
News
SimplyTrustSimplyTrust EditorialAugust 6, 2025
Wealth Transfer Alert: One-Third Lack Estate Plans

Wealth Transfer Alert: One-Third Lack Estate Plans

Is your wealth protected? One-third of affluent investors lack estate plans, risking their legacies. Learn why this needs your attention now!
News
SimplyTrustSimplyTrust EditorialAugust 5, 2025
New Legal Changes Impacting High-Value Estates in 2025

New Legal Changes Impacting High-Value Estates in 2025

Explore how 2025 legal changes impact high-value estates and trusts.
News
SimplyTrustSimplyTrust EditorialAugust 4, 2025
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