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Revocable Living TrustCreate a revocable living trust to avoid probate, protect privacy, and control asset distribution.Last Will and TestamentName your heirs, guardians, and final wishes. Free for every state.Pour-Over WillCatch anything outside your trust. Pairs with your revocable trust.Healthcare Power of AttorneyName someone to make medical decisions if you can't.Financial Power of AttorneyName someone to manage your finances if you can't.Transfer on Death DeedTransfer real property to a beneficiary upon your death without probate. Available in 34 states and the District of Columbia.Vehicle Transfer on DeathName a beneficiary to inherit your vehicle at death without probate. Available in 26 states and the District of Columbia.Living WillState in advance which life-sustaining treatments you want or refuse, in the document your state recognizes, with signing instructions from the statute.
EIN ApplicationGet the tax ID number (EIN) banks require to open an estate account or trust account after someone dies.Petition for Probate and LettersOpen probate and ask the court to appoint you and issue Letters Testamentary or Letters of Administration.Notice to CreditorsNotify estate creditors and start the claim period — the published notice plus mailed copies for known creditors.Renunciation of ExecutorDecline an appointment as executor named in a will — the writing filed with the court before anyone is appointed.Affidavit of HeirshipPrepare the sworn statement of a deceased person's family history and heirs for recording in the county land records, with your state's recording instructions.Small Estate AffidavitCollect a small estate's property without probate — the sworn affidavit presented to banks and other holders, with a presentation letter for each.Estate InventoryPrepare the probate inventory of estate property — every asset at its date-of-death value, with your state's filing or delivery instructions.Estate ClosingPrepare the paperwork that closes the estate — the state's closing instrument with its closing instructions, and the optional federal forms.Letter of InstructionPrepare the letter a bank or insurer requests during estate settlement, addressed to its claims department.Digital Assets Recovery LetterPrepare a letter requesting a deceased person's online accounts, points, and balances from the program that holds them.
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I'm planning ahead
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.
I'm inheriting
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.
Someone I love died
Death Certificate CalculatorCalculate how many certified death certificates you need and see ordering info for your state.Probate Decision ToolFind out if an estate needs probate or qualifies for simplified procedures.Estate Settlement PlanPersonalized plan for settling an estate after someone passes away.What to Do When Someone Dies ChecklistA step-by-step checklist for the days, weeks, and months after a death, with state rules noted where they apply.
I'm an executor
Probate Cost CalculatorEstimate attorney fees, executor fees, court costs, and timeline for probating an estate.Executor Fee CalculatorCalculate how much an executor can charge for administering an estate.Self-File Probate AssessmentFind out if you can handle probate yourself with estimated cost savings and a filing checklist.Executor Appointment GuideSee the court, petition, bond, and documents needed to be appointed and receive your Letters.Creditor Claims DeadlinesFind creditor claim deadlines, notice requirements, and payment priority order for your state.Insolvent Estate CalculatorSee the order your state pays an insolvent estate's debts and which claims go unpaid.Estate Account Opening GuideCompare estate-account opening requirements bank by bank: channels, required documents, and steps.Personal Property Value EstimatorEstimate the fair market value of household items for probate and see how it affects fees.
I'm a trustee
Trustee Compensation CalculatorFind out what fair compensation looks like for serving as trustee.Trust Settlement PlanPersonalized plan for settling a trust after the grantor passes away.
I'm inheriting
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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Revocable Living TrustLast Will and TestamentPour-Over WillHealthcare Power of AttorneyFinancial Power of AttorneyTransfer on Death DeedVehicle Transfer on DeathLiving WillEIN ApplicationPetition for Probate and LettersNotice to CreditorsRenunciation of ExecutorAffidavit of HeirshipSmall Estate AffidavitEstate InventoryEstate ClosingLetter of InstructionDigital Assets Recovery Letter
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Estate Planning Cost CalculatorRevocable Living Trust Cost CalculatorWill Cost CalculatorLife Insurance CalculatorBeneficiary Designation CheckerState Estate Law GuideEstate Planning Service ComparisonName a Guardian GuideBurial & Cremation Law GuideSigning Requirements CheckerDocument Portability CheckerTrust Need AssessmentTOD Deed AssessmentVehicle TOD AssessmentTrust Account Opening GuideTrust or Will Decision Tool
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Who Inherits CalculatorEstate & Inheritance Tax CalculatorInheritance Tax GuideStep-Up Basis CalculatorInherited IRA Withdrawal RulesPost-Death Tax Filing Guide
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Home→News→Estate and Inheritance Tax News

Estate and Inheritance Tax News

News on estate, inheritance, and gift taxes: exemption changes, state repeals and rate changes, IRS guidance, and the rulings that reach estates and trusts.

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
NewsArticles

278 news posts

Smart Charitable Giving Strategies in Estate Planning

Smart Charitable Giving Strategies in Estate Planning

Discover tax-smart charitable giving strategies to enhance your estate planning.
News
SimplyTrustSimplyTrust EditorialSeptember 30, 2025
Preparing for Potential Tax Changes in Estate Planning

Preparing for Potential Tax Changes in Estate Planning

Get ready for potential changes in estate planning as tax reforms loom. Here’s how to safeguard your finances now!
News
SimplyTrustSimplyTrust EditorialSeptember 24, 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
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
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
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
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
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
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
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