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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

Key Estate Planning Changes Under 2025 Tax Legislation

Key Estate Planning Changes Under 2025 Tax Legislation

Discover how the 2025 tax legislation impacts estate planning and what you can do now to protect your assets.
News
SimplyTrustSimplyTrust EditorialJuly 31, 2025
Navigating Estate Planning Changes Under 2025 Tax Law

Navigating Estate Planning Changes Under 2025 Tax Law

Discover how the 2025 tax legislation could impact your estate planning strategies. Stay ahead of the changes to protect your legacy!
News
SimplyTrustSimplyTrust EditorialJuly 31, 2025
Estate Planning Lessons from Gene Hackman’s $80M Fortune

Estate Planning Lessons from Gene Hackman’s $80M Fortune

Learn key estate planning lessons from the distribution of revered actor Gene Hackman’s $80M fortune.
News
SimplyTrustSimplyTrust EditorialJuly 30, 2025
IRS Staff Cuts to Challenge Estate Planners with OBBBA Interpretation

IRS Staff Cuts to Challenge Estate Planners with OBBBA Interpretation

IRS staff cuts may force tax professionals to shoulder the responsibility of explaining the provisions of the complex One Big Beautiful Bill Act (OBBBA).
News
SimplyTrustSimplyTrust EditorialJuly 28, 2025
2025 Tax Law Changes: Estate Tax Relief and New Opportunities

2025 Tax Law Changes: Estate Tax Relief and New Opportunities

Explore the 2025 tax law changes, new estate tax reliefs, and opportunities for high-income earners in estate and tax planning.
News
SimplyTrustSimplyTrust EditorialJuly 28, 2025
Navigating PFIC Rules: A Look at Retroactive QEF Elections

Navigating PFIC Rules: A Look at Retroactive QEF Elections

The IRS can grant retroactive QEF election in case of professional oversight, offering relief to taxpayers with foreign investments.
News
SimplyTrustSimplyTrust EditorialJuly 25, 2025
Adapting Your Estate Planning Strategy to Trump Era Tax Reforms

Adapting Your Estate Planning Strategy to Trump Era Tax Reforms

Estate planning is back in the limelight with Trump’s new tax reforms. What does this mean for your wealth transfer strategy?
News
SimplyTrustSimplyTrust EditorialJuly 24, 2025
Understanding the Implications of New Tax Law on Estate Planning

Understanding the Implications of New Tax Law on Estate Planning

New tax laws could offer big tax breaks for the wealthy. Understand the implications and how to strategize your estate planning.
News
SimplyTrustSimplyTrust EditorialJuly 23, 2025
Disinheritance Drama: Lessons from a High-Profile Estate Battle

Disinheritance Drama: Lessons from a High-Profile Estate Battle

Explore the high-profile disinheritance case of celebrated director Norman Jewison, uncovering critical lessons in estate planning.
News
SimplyTrustSimplyTrust EditorialJuly 23, 2025
Understanding the GENIUS Act: A Potential Game-Changer for Estate Planning

Understanding the GENIUS Act: A Potential Game-Changer for Estate Planning

The GENIUS Act could revolutionize estate planning. Discover how Ethereum might become a key player in your inheritance strategy.
News
SimplyTrustSimplyTrust EditorialJuly 23, 2025
Oregon’s Estate Tax: The Fight for Change and its Potential Impact

Oregon’s Estate Tax: The Fight for Change and its Potential Impact

State Rep. Kevin Mannix is making waves in Oregon with his bid to change estate tax laws. Will he succeed?
News
SimplyTrustSimplyTrust EditorialJuly 22, 2025
New Estate Tax Changes: What You Need to Know Now

New Estate Tax Changes: What You Need to Know Now

Discover the new estate tax exemptions and what they mean for you!
News
SimplyTrustSimplyTrust EditorialJuly 22, 2025
New Estate Tax Law: What You Need to Know Now

New Estate Tax Law: What You Need to Know Now

Discover how the new estate tax law affects your planning strategy.
News
SimplyTrustSimplyTrust EditorialJuly 22, 2025
Revamp Your Estate Planning: Protecting What Matters Most

Revamp Your Estate Planning: Protecting What Matters Most

Explore the new approach to estate planning: preserving what truly matters and ensuring its proper transfer.
News
SimplyTrustSimplyTrust EditorialJuly 21, 2025
Ending Estate Tax in Oregon: The Impact of Mannix’s Initiative

Ending Estate Tax in Oregon: The Impact of Mannix’s Initiative

Find out how a ballot initiative to end Oregon’s estate tax could impact local wealth, business, and public services.
News
SimplyTrustSimplyTrust EditorialJuly 21, 2025
Understanding the Impact of the One Big Beautiful Bill Act on Estate Planning

Understanding the Impact of the One Big Beautiful Bill Act on Estate Planning

Discover how the One Big Beautiful Bill Act can double your estate tax exclusion amount and give a head start to your children’s inheritance.
News
SimplyTrustSimplyTrust EditorialJuly 21, 2025
Understanding the OBBA: Boosting Estate Tax Breaks for the Wealthy

Understanding the OBBA: Boosting Estate Tax Breaks for the Wealthy

Uncover how the One Big Beautiful Act boosts estate tax breaks for the wealthy and why you should keep an eye on state laws.
News
SimplyTrustSimplyTrust EditorialJuly 20, 2025
New Tax Law Raises Estate Tax Exemption to $15 Million

New Tax Law Raises Estate Tax Exemption to $15 Million

A new tax law increases the estate tax exemption to $15 million, impacting how wealth is passed to heirs.
News
SimplyTrustSimplyTrust EditorialJuly 20, 2025
New Tax Law Boosts Estate Tax Exemption to $15 Million

New Tax Law Boosts Estate Tax Exemption to $15 Million

Discover how the new tax law raises the estate tax exemption to $15 million and what it means for your estate planning.
News
SimplyTrustSimplyTrust EditorialJuly 20, 2025
Understanding the Proposed Amendments to Florida Probate Rules

Understanding the Proposed Amendments to Florida Probate Rules

Discover what Florida’s proposed probate rule amendments could mean for your estate planning. Stay informed and prepared for potential changes.
News
SimplyTrustSimplyTrust EditorialJuly 19, 2025
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