Washington D.C.

The Nation's Capital

Estate planning updates from the Nation's Capital, covering D.C. trust laws and probate procedures. With a 16% top estate tax rate and unique considerations for federal employees, diplomats, and international residents, Washington D.C. presents complex estate planning challenges unlike any state.

Articles

Revocable Trusts in Nebraska Versus Nevada

Estate Planning

Revocable Trusts in Nebraska Versus Nevada

Nebraska stands out because there isn’t a state-level estate tax in Nebraska anymore. Learn why and what that means.

SimplyTrust EditorialNovember 20, 2025

Understanding the Nebraska Inheritance Tax

Estate Planning

Understanding the Nebraska Inheritance Tax

Nebraska stands out because there isn’t a state-level estate tax in Nebraska anymore. Learn why and what that means.

SimplyTrust EditorialNovember 20, 2025

Understanding Estate Tax in Nebraska

Estate Planning

Understanding Estate Tax in Nebraska

Nebraska stands out because there isn’t a state-level estate tax in Nebraska anymore. Learn why and what that means.

SimplyTrust EditorialNovember 19, 2025

Revocable Trusts in Minnesota Versus Nevada

Estate Planning

Revocable Trusts in Minnesota Versus Nevada

Learn about revocable trusts in Minnesota versus Nevada, including how Nevada is one of the most favorable states for trusts.

SimplyTrust EditorialNovember 14, 2025

The History of Inheritance Tax in Minnesota

Estate Planning

The History of Inheritance Tax in Minnesota

Discover how inheritance tax in Minnesota has evolved over time and why the state eventually eliminated it in favor of estate tax.

SimplyTrust EditorialNovember 14, 2025

A Quick Guide to the Minnesota Estate Tax

Estate Planning

A Quick Guide to the Minnesota Estate Tax

Understand the Minnesota estate tax to protect your heirs and secure your legacy. Learn about exemptions and more.

SimplyTrust EditorialNovember 13, 2025

Revocable Trusts in Massachusetts Versus Nevada

Estate Planning

Revocable Trusts in Massachusetts Versus Nevada

Compare the benefits and implications of revocable trusts in Massachusetts versus Nevada. Understand tax differences and more.

SimplyTrust EditorialNovember 12, 2025

The History of Inheritance Tax in Massachusetts

Estate Planning

The History of Inheritance Tax in Massachusetts

Learn why there’s no inheritance tax in Massachusetts and why the commonwealth levies and estate tax instead.

SimplyTrust EditorialNovember 11, 2025

Massachusetts Estate Tax: A Quick Overview

Estate Planning

Massachusetts Estate Tax: A Quick Overview

The Massachusetts estate tax applies to estates worth over $1 million. Learn why Massachusetts has an estate tax and what it means.

SimplyTrust EditorialNovember 10, 2025

Revocable Trusts in Maryland Versus Nevada

Estate Planning

Revocable Trusts in Maryland Versus Nevada

Compare the benefits and legal nuances of revocable trusts in Maryland versus Nevada, focusing on asset protection and tax implications.

SimplyTrust EditorialNovember 7, 2025

Maryland Inheritance Tax: What To Know

Estate Planning

Maryland Inheritance Tax: What To Know

Learn what the Maryland inheritance tax is, who pays it and how residents and property owners in Maryland can manage it.

SimplyTrust EditorialNovember 6, 2025

Maryland Estate Tax: A Rundown

Estate Planning

Maryland Estate Tax: A Rundown

Understanding Maryland estate tax helps in effective estate planning, mitigating tax liabilities, and ensuring smooth transfer of wealth.

SimplyTrust EditorialNovember 5, 2025

Latest News

Navigating Estate Taxes: Strategies for 2025 and Beyond

Navigating Estate Taxes: Strategies for 2025 and Beyond

Explore estate tax strategies and portfolio construction tips for 2025.

SimplyTrust EditorialNovember 29, 2025

Understanding the Impact of the New Mansion Tax

Understanding the Impact of the New Mansion Tax

Learn how the new mansion tax could impact farmers and property owners in the U.S. starting in 2028. Discover the implications for your estate planning.

SimplyTrust EditorialNovember 27, 2025

Prepare for the $84 Trillion Wealth Transfer by 2045

Prepare for the $84 Trillion Wealth Transfer by 2045

Explore the $84 trillion wealth transfer and its impact on your finances.

SimplyTrust EditorialNovember 23, 2025

New York Estate Planning: Key Updates from Recent Journal

New York Estate Planning: Key Updates from Recent Journal

Discover key updates in New York estate planning from the latest Trusts & Estates Law Journal.

SimplyTrust EditorialNovember 20, 2025

Four Key Changes Retirees Must Consider for Estate Planning

Four Key Changes Retirees Must Consider for Estate Planning

Discover four critical changes retirees must consider for effective estate planning.

SimplyTrust EditorialNovember 20, 2025

Mastering Taxes in Retirement: Strategies You Need

Mastering Taxes in Retirement: Strategies You Need

Explore key strategies for managing taxes in retirement and learn about the five essential phases of retirement planning.

SimplyTrust EditorialNovember 20, 2025

Bankruptcy Court Ruling: Standing in Chapter 7 Sales

Bankruptcy Court Ruling: Standing in Chapter 7 Sales

Recent ruling clarifies standing in Chapter 7 bankruptcy sales.

SimplyTrust EditorialNovember 18, 2025

6 Essential Tips for Working with Estate Planning Attorneys

6 Essential Tips for Working with Estate Planning Attorneys

Discover essential tips for effectively working with estate planning attorneys and navigating your trustee responsibilities.

SimplyTrust EditorialNovember 18, 2025

How to Prepare Kids for Wealth Before Inheritance

How to Prepare Kids for Wealth Before Inheritance

Discover how one multimillionaire prepares his kids for wealth.

SimplyTrust EditorialNovember 18, 2025

Protect Your Partner with Spousal Lifetime Access Trusts

Protect Your Partner with Spousal Lifetime Access Trusts

Discover how Spousal Lifetime Access Trusts can protect your partner and secure family assets for the future.

SimplyTrust EditorialNovember 18, 2025

How to Start Estate Planning Conversations This Holiday Season

Discover how to start the crucial estate planning conversation this holiday season with your family. It’s time to prioritize your future!

SimplyTrust EditorialNovember 16, 2025

Navigating Inheritance Disputes: A Family Home Dilemma

Navigating Inheritance Disputes: A Family Home Dilemma

Discover how to navigate family disputes over inherited property.

SimplyTrust EditorialNovember 15, 2025