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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

$36 Trillion Boomer Wealth Transfer: Who Actually Gets It

$36 Trillion Boomer Wealth Transfer: Who Actually Gets It

Visa projects $36T in boomer wealth transfers, but 75% flows to top earners. Most millennials expecting inheritances will receive nothing.
News
SimplyTrustSimplyTrust EditorialAugust 17, 2026
Maryland Medicaid's 5-Year Look-Back Rule Explained

Maryland Medicaid's 5-Year Look-Back Rule Explained

Maryland's Medicaid 5-year look-back rule creates planning urgency for families facing long-term care costs and complex state tax exposure.
News
SimplyTrustSimplyTrust EditorialAugust 15, 2026
Estate Tax Incentives Drive Wealth Into Foundations

Estate Tax Incentives Drive Wealth Into Foundations

Federal estate tax incentives push billionaire wealth into foundations. Here's what that means for New York estate planning.
News
SimplyTrustSimplyTrust EditorialAugust 14, 2026
Coordinating Estate and Financial Plans in Missouri

Coordinating Estate and Financial Plans in Missouri

Missouri estate and financial plans must align on trust funding, POA language, and beneficiary designations to avoid costly probate gaps.
News
SimplyTrustSimplyTrust EditorialAugust 13, 2026
Maryland Medicaid Planning: What Families Must Know

Maryland Medicaid Planning: What Families Must Know

Maryland families face complex Medicaid rules and a 5-year look-back period. Here's what the sandwich generation needs to understand.
News
SimplyTrustSimplyTrust EditorialAugust 13, 2026
4 Estate Planning Documents Virginia Parents Need

4 Estate Planning Documents Virginia Parents Need

Virginia parents need 4 key estate planning documents before their children turn 18. Here's what they are and why timing matters.
News
SimplyTrustSimplyTrust EditorialAugust 13, 2026
Malcolm-Jamal Warner Estate Case: Intention vs. Implementation

Malcolm-Jamal Warner Estate Case: Intention vs. Implementation

Malcolm-Jamal Warner's estate case reveals why signing documents is only the first step — implementation gaps can undo even well-intentioned plans.
News
SimplyTrustSimplyTrust EditorialAugust 13, 2026
When Your Child Turns 18: Estate Documents for College Families

When Your Child Turns 18: Estate Documents for College Families

When a child turns 18, parents lose automatic medical and financial access. Three documents restore that authority before college starts.
News
SimplyTrustSimplyTrust EditorialAugust 12, 2026
Florida Replevin Claims and Probate Creditor Deadlines

Florida Replevin Claims and Probate Creditor Deadlines

A 2026 Florida appellate ruling clarifies when third parties can recover property from estates without filing a probate creditor claim.
News
SimplyTrustSimplyTrust EditorialAugust 11, 2026
Incapacity Planning in Missouri: What Families Need

Incapacity Planning in Missouri: What Families Need

Missouri families face real legal gaps without incapacity planning. Learn what documents the state requires and why timing matters.
News
SimplyTrustSimplyTrust EditorialAugust 11, 2026
How to Fund a Trust in Georgia: After You Sign

How to Fund a Trust in Georgia: After You Sign

Signing a trust in Georgia is only the first step. Unfunded trusts leave assets in probate, costing families time and money.
News
SimplyTrustSimplyTrust EditorialAugust 11, 2026
Do Adult Children Automatically Inherit in Georgia?

Do Adult Children Automatically Inherit in Georgia?

Georgia's inheritance rules for adult children depend on surviving spouses, asset type, and whether a plan exists. Here's what families need to know.
News
SimplyTrustSimplyTrust EditorialAugust 11, 2026
The Real Cost of No Estate Plan in Illinois

The Real Cost of No Estate Plan in Illinois

Illinois probate costs families 9–14 months and thousands in fees. Here's what dying without an estate plan actually costs Illinois families.
News
SimplyTrustSimplyTrust EditorialAugust 11, 2026
DIY Probate in Arkansas: Risks and Realities

DIY Probate in Arkansas: Risks and Realities

Arkansas probate carries strict court oversight and creditor deadlines. Here's what DIY estate administration actually involves in the state.
News
SimplyTrustSimplyTrust EditorialAugust 10, 2026
The Great Wealth Transfer Is Really a Trust Test

The Great Wealth Transfer Is Really a Trust Test

A $124 trillion wealth transfer is underway. Whether estate plans keep pace determines how much heirs actually receive.
News
SimplyTrustSimplyTrust EditorialAugust 10, 2026
California Real Estate and Estate Planning: 10 Myths Debunked

California Real Estate and Estate Planning: 10 Myths Debunked

California homeowners face 10 common estate planning myths about wills, trusts, Prop 19, and title that can cost families dearly.
News
SimplyTrustSimplyTrust EditorialAugust 10, 2026
Estate Planning When Your Kids Live in Different States

Estate Planning When Your Kids Live in Different States

When children live in different states, Colorado estate plans face real logistical risks around probate, POAs, and property ownership.
News
SimplyTrustSimplyTrust EditorialAugust 10, 2026
How South Carolina Families Can Avoid Probate

How South Carolina Families Can Avoid Probate

South Carolina probate runs 9–18 months and costs thousands. Here's what families need to know about avoiding it.
News
SimplyTrustSimplyTrust EditorialAugust 8, 2026
Tony Hsieh's $500M Estate: Nevada Planning Lessons

Tony Hsieh's $500M Estate: Nevada Planning Lessons

Tony Hsieh's disputed $500M estate reveals what happens when Nevada families die without a clear, verifiable plan.
News
SimplyTrustSimplyTrust EditorialAugust 8, 2026
Louisiana Heirs: What to Do When an Executor Goes Silent

Louisiana Heirs: What to Do When an Executor Goes Silent

Louisiana heirs have formal legal tools when an executor stops communicating. Here's how the escalation process works.
News
SimplyTrustSimplyTrust EditorialAugust 8, 2026
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