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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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Death Certificate CalculatorProbate Decision ToolEstate Settlement PlanWhat to Do When Someone Dies Checklist
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Probate Cost CalculatorExecutor Fee CalculatorSelf-File Probate AssessmentExecutor Appointment GuideCreditor Claims DeadlinesInsolvent Estate CalculatorEstate Account Opening GuidePersonal Property Value Estimator
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State Benefit Programs
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Federal Agencies
Administration for Community Living (ACL)Black Lung Benefits ProgramBureau of Indian Affairs (BIA)Centers for Medicare & Medicaid Services (CMS)Consumer Financial Protection Bureau (CFPB)Defense Finance and Accounting Service (DFAS)Defense Health Agency (DHA)Department of Veterans Affairs (VA)DOD Casualty Assistance ProgramDrug Enforcement Administration (DEA)Energy Employees Occupational Illness Program (EEOICPA)Federal Aviation Administration (FAA)Federal Communications Commission (FCC)Federal Deposit Insurance Corporation (FDIC)Federal Election Commission (FEC)Federal Emergency Management Agency (FEMA)Federal Student Aid (FSA)Federal Trade Commission (FTC)Indian Health Service (IHS)Internal Revenue Service (IRS)National Credit Union Administration (NCUA)National Personnel Records Center (NPRC)National Transportation Safety Board (NTSB)NOAA Commissioned Officer CorpsOffice of Personnel Management (OPM)Pension Benefit Guaranty Corporation (PBGC)Radiation Exposure Compensation Program (RECA)Railroad Retirement Board (RRB)September 11th Victim Compensation Fund (9/11 VCF)Social Security Administration (SSA)Thrift Savings Plan (TSP)Transportation Security Administration (TSA)U.S. Citizenship and Immigration Services (USCIS)U.S. Coast Guard Casualty Assistance ProgramU.S. Copyright OfficeU.S. Department of Housing and Urban Development (HUD)U.S. Department of Labor (DOL)U.S. Department of StateU.S. Department of the TreasuryU.S. Patent and Trademark Office (USPTO)U.S. Public Health Service Commissioned Corps (PHS)U.S. Securities and Exchange Commission (SEC)U.S. Small Business Administration (SBA)United States Postal Service (USPS)USDA Farm Service Agency (FSA)
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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

Lessons from Europe’s Beer Taxes for US Estate Planning

Lessons from Europe’s Beer Taxes for US Estate Planning

Discover how European beer taxes can shape U.S. estate planning decisions and strategies for business owners.
News
SimplyTrustSimplyTrust EditorialMarch 9, 2026
How New EU Tax Policies Impact U.S. Estate Planning

How New EU Tax Policies Impact U.S. Estate Planning

Discover how evolving EU tax policies can impact your U.S. estate planning strategies and compliance.
News
SimplyTrustSimplyTrust EditorialMarch 9, 2026
Exploring Universal Savings Accounts for Retirement Flexibility

Exploring Universal Savings Accounts for Retirement Flexibility

Discover how Universal Savings Accounts could simplify your retirement savings and enhance your estate planning.
News
SimplyTrustSimplyTrust EditorialMarch 9, 2026
Wealthy Families Face New Tax Challenges in Estate Planning

Wealthy Families Face New Tax Challenges in Estate Planning

Discover how recent tax proposals could reshape your estate planning strategies and what that means for your family’s future.
News
SimplyTrustSimplyTrust EditorialMarch 9, 2026
Wealth Surge: How Billionaires Benefit from Tax Cuts

Wealth Surge: How Billionaires Benefit from Tax Cuts

Discover how recent tax cuts have fueled the surge of billionaires and what it means for your estate planning.
News
SimplyTrustSimplyTrust EditorialMarch 9, 2026
401(k) Excess Deferral Deadline: April 15 Correction Required

401(k) Excess Deferral Deadline: April 15 Correction Required

Workers who over-contributed to 401(k) plans in 2025 have until April 15, 2026 to correct the error or face double taxation on excess deferrals.
News
SimplyTrustSimplyTrust EditorialMarch 9, 2026
Impact of ACA Tax Credit Changes on Estate Planning

Impact of ACA Tax Credit Changes on Estate Planning

Discover how ACA tax credit changes could impact your estate planning.
News
SimplyTrustSimplyTrust EditorialMarch 9, 2026
Protect Your Wealth: Strategies for Risk Management

Protect Your Wealth: Strategies for Risk Management

Discover how to protect your wealth with essential risk management strategies that ensure financial resilience.
News
SimplyTrustSimplyTrust EditorialMarch 7, 2026
New NYC Tax Proposals Impacting Estate Planning Strategies

New NYC Tax Proposals Impacting Estate Planning Strategies

Explore how proposed NYC tax hikes could impact your estate planning.
News
SimplyTrustSimplyTrust EditorialMarch 7, 2026
Court Upholds IRS Micro-Captive Reporting Rules in 2026

Court Upholds IRS Micro-Captive Reporting Rules in 2026

Federal court upholds IRS reporting rules for micro-captive insurance arrangements, creating new compliance obligations for estate planning strategies.
News
SimplyTrustSimplyTrust EditorialMarch 7, 2026
Tax Software Deals Highlight Estate Planning Tax Prep Needs

Tax Software Deals Highlight Estate Planning Tax Prep Needs

Tax software deals reveal the complex filing needs of estate planning families managing trusts, investments, and inherited assets.
News
SimplyTrustSimplyTrust EditorialMarch 7, 2026
Mastering Tax-Efficient Retirement Planning Strategies

Mastering Tax-Efficient Retirement Planning Strategies

Unlock the secrets to smarter retirement tax planning today!
News
SimplyTrustSimplyTrust EditorialMarch 7, 2026
South Carolina Education Savings Account Debate Affects Estate Planning

South Carolina Education Savings Account Debate Affects Estate Planning

South Carolina’s education savings account debate affects families who integrate these accounts into their estate planning and wealth transfer strategies.
News
SimplyTrustSimplyTrust EditorialMarch 6, 2026
New IRS Proposal for Child Tax Contributions Explained

New IRS Proposal for Child Tax Contributions Explained

Discover how new IRS regulations can benefit your family financially with $1,000 contributions for eligible children.
News
SimplyTrustSimplyTrust EditorialMarch 6, 2026
New Regulations for Trump Accounts: What You Need to Know

New Regulations for Trump Accounts: What You Need to Know

Discover how new Trump Accounts can help build wealth for children under 18 with tax advantages and structured savings.
News
SimplyTrustSimplyTrust EditorialMarch 6, 2026
HIRE Act: What Business Owners Need to Know Now

HIRE Act: What Business Owners Need to Know Now

Discover how the proposed HIRE Act could reshape business operations in Maryland, Virginia, and D.C. for owners relying on outsourcing.
News
SimplyTrustSimplyTrust EditorialMarch 6, 2026
Navigating IRA Beneficiary Designations After SECURE Act

Navigating IRA Beneficiary Designations After SECURE Act

Learn how the SECURE Act affects IRA beneficiary choices and contributions.
News
SimplyTrustSimplyTrust EditorialMarch 5, 2026
Rising Trend: Lifetime Real Estate Transfers in the U.S.

Rising Trend: Lifetime Real Estate Transfers in the U.S.

Discover the rising trend of lifetime real estate transfers and what it means for estate planning in the U.S.
News
SimplyTrustSimplyTrust EditorialMarch 5, 2026
Why Financial Advisors Are Key to Modern Estate Planning

Why Financial Advisors Are Key to Modern Estate Planning

Discover why financial advisors are becoming essential for estate planning.
News
SimplyTrustSimplyTrust EditorialMarch 4, 2026
Navigating US Estate Taxes for Indian Residents with Assets

Navigating US Estate Taxes for Indian Residents with Assets

Explore the tax implications for Indian residents holding US assets.
News
SimplyTrustSimplyTrust EditorialMarch 3, 2026
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