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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

AICPA’s Recommendations for IRS: Impacts on Estate Planning and Tax Law

AICPA’s Recommendations for IRS: Impacts on Estate Planning and Tax Law

Discover how AICPA’s recommendations to IRS could impact estate planning and tax law.
News
SimplyTrustSimplyTrust EditorialJune 16, 2025
New York Courts Address AI Use in Estate Planning Cases

New York Courts Address AI Use in Estate Planning Cases

New York Surrogate’s Court requires attorneys to disclose AI-generated evidence in estate proceedings, affecting probate and trust litigation practices.
News
SimplyTrustSimplyTrust EditorialJune 16, 2025
Major Inheritance Tax Changes Coming in 2026

Major Inheritance Tax Changes Coming in 2026

Get ready for major inheritance tax changes in 2026 that could affect your estate planning strategy!
News
SimplyTrustSimplyTrust EditorialMay 30, 2025
How the GOP Tax Bill Could Redefine Your Estate Planning Strategy

How the GOP Tax Bill Could Redefine Your Estate Planning Strategy

The GOP’s ‘One Big Beautiful Bill Act’ could redefine your estate planning. Find out how this new tax law could impact you.
News
SimplyTrustSimplyTrust EditorialMay 21, 2025
Washington’s New Estate and Capital Gains Tax Changes Explained

Washington’s New Estate and Capital Gains Tax Changes Explained

Discover how Washington’s new tax law affects your estate planning.
News
SimplyTrustSimplyTrust EditorialMay 21, 2025
New Estate Tax Changes: What You Need to Know

New Estate Tax Changes: What You Need to Know

New estate tax laws will significantly increase exemptions in 2026. Find out how this impacts your estate planning strategies.
News
SimplyTrustSimplyTrust EditorialMay 15, 2025
New Estate Tax Law: A Windfall for the Wealthy

New Estate Tax Law: A Windfall for the Wealthy

Explore the impact of the new $15 million estate tax exemption on wealth transfer.
News
SimplyTrustSimplyTrust EditorialMay 15, 2025
Understanding the Impact of the New Tax Bill on Estate Planning

Understanding the Impact of the New Tax Bill on Estate Planning

Discover how the new tax bill impacts your estate planning strategies. Understand the changes and stay ahead of the game.
News
SimplyTrustSimplyTrust EditorialMay 12, 2025
Navigating the 2025 Tax Cliff: How ‘Death Taxes’ Impact Farm Families

Navigating the 2025 Tax Cliff: How ‘Death Taxes’ Impact Farm Families

Discover how the ‘death taxes’ looming in 2025 could impact farm families, and why estate planning has never been more crucial.
News
SimplyTrustSimplyTrust EditorialApril 21, 2025
Demystifying the 2025 Tax Debate: Impact on Estate and Gift Taxes

Demystifying the 2025 Tax Debate: Impact on Estate and Gift Taxes

What will the expiration of key TCJA provisions mean for estate taxes in 2025? Discover how this might impact your estate planning strategies.
News
SimplyTrustSimplyTrust EditorialApril 9, 2025
Maryland Keeps Estate Tax Exemptions Steady for 2025

Maryland Keeps Estate Tax Exemptions Steady for 2025

Discover how Maryland’s unchanged estate tax laws impact your estate planning in 2025.
News
SimplyTrustSimplyTrust EditorialApril 8, 2025
Court Reverses Will Contest Ruling in Texas Case

Court Reverses Will Contest Ruling in Texas Case

A Texas court reversed a ruling on a contested will, emphasizing the importance of legal formalities in estate disputes.
News
SimplyTrustSimplyTrust EditorialApril 7, 2025
North Carolina’s New Electronic Wills Act: Key Changes Ahead

North Carolina’s New Electronic Wills Act: Key Changes Ahead

Discover how North Carolina’s new Electronic Wills Act modernizes estate planning.
News
SimplyTrustSimplyTrust EditorialMarch 17, 2025
Unpacking the Impacts of Oregon’s Estate Tax Reform

Unpacking the Impacts of Oregon’s Estate Tax Reform

Explore how Oregon’s estate tax reform can impact individuals, not just the wealthiest but also many middle-income families.
News
SimplyTrustSimplyTrust EditorialFebruary 28, 2025
Death Tax Repeal Act of 2025: What It Means for You

Death Tax Repeal Act of 2025: What It Means for You

Discover how the Death Tax Repeal Act of 2025 could impact your estate planning and inheritance.
News
SimplyTrustSimplyTrust EditorialFebruary 16, 2025
Demystifying Roth Conversion Changes in the Trump Tax Cut Law

Demystifying Roth Conversion Changes in the Trump Tax Cut Law

Discover how the Trump Tax Cut Law’s changes to Roth conversions can impact your estate planning and what steps you should consider next.
News
SimplyTrustSimplyTrust EditorialFebruary 14, 2025
Navigating 2025’s Tax Laws and Brackets: A Comprehensive Guide

Navigating 2025’s Tax Laws and Brackets: A Comprehensive Guide

Understand the projected 2025 tax laws and how they could influence your estate planning and retirement strategies. Stay ahead and plan smartly!
News
SimplyTrustSimplyTrust EditorialJanuary 30, 2025
Understanding Upcoming Changes to Tax Brackets in 2025

Understanding Upcoming Changes to Tax Brackets in 2025

Discover how proposed tax bracket changes in 2025 could impact your estate planning decisions!
News
SimplyTrustSimplyTrust EditorialJanuary 30, 2025
Key 2025 Estate Planning Updates You Need to Know

Key 2025 Estate Planning Updates You Need to Know

Explore the key updates to estate planning laws for 2025 and how they impact you.
News
SimplyTrustSimplyTrust EditorialJanuary 7, 2025
Navigating Tax Implications in the Era of Great Wealth Transfer

Navigating Tax Implications in the Era of Great Wealth Transfer

Uncover the tax implications of the impending Great Wealth Transfer. Understand the potential impact on you and how to prepare for it.
News
SimplyTrustSimplyTrust EditorialDecember 12, 2024
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