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Estate Planning News Search
Legislation and Case Law
The News search collects coverage of estate planning from legal news services, mainstream media, government announcements, and industry publications. It highlights legislative developments, major probate decisions, policy changes, and stories that affect estate planning practice and families planning their estates.
Latest News
John Wessels | The hidden costs of inheriting a home
13+ hour, 4+ min ago (643+ words) September is Wills Month, and serves as an annual reminder for South Africans to put their affairs in order and ensure their wishes are clearly documented before they pass. Yet, while many people focus on drafting or updating a will,…...
I Solely Inherited $500K From My Dad. I Lent My Half-Sister $10K for Property Taxes — Now She Won't Pay It Back and Acts Like It Never Happened
1+ day, 13+ hour ago (640+ words) Sometimes doing what feels like the right thing can turn into a costly lesson — especially when the person asking for help is family. The money may be replaceable. The weirdness at the next family dinner can be a little......
Woman questions funding nephews’ education from inheritance
3+ day, 13+ hour ago (308+ words) A 60-year-old woman wrote to MarketWatch’s The Moneyist column to ask whether it is fair that her 87-year-old mother wants to fund the education of her younger son’s two children during her lifetime. The mother plans to pay educational institutions…...
We can’t sell Dad’s house because of probate delays — what should we do?
4+ day, 2+ hour ago (58+ words) The Times We can’t sell Dad’s house because of probate delays — what should we do? Tim Snaith, a consultant to the London law firm Winckworth Sherwood, offers his advice £1 for 3 months Enjoy unlimited access to all articles. Ends soon. Enjoy…...
Klaus-Michael Kühne Had No Heirs. His €42.2 Billion Fortune Still Had Somewhere To Go.
5+ day, 14+ hour ago (508+ words) When German logistics billionaire Klaus-Michael Kühne died at 89, there were no children waiting to inherit one of Europe’s largest fortunes. There was barely an inheritance decision left to make. His estimated €42.2 billion fortune passed to the Kühne Foundation, the charitable…...
I'm 27 and I've already written my will - here's why
5+ day, 4+ hour ago (807+ words) Writing a will is probably not on the to-do lists of most 27-year-olds. But Erin Atkinson has already decided what should happen to her money and belongings when she dies. "At first it felt quite surreal because you associate wills…...
We Know You'd Rather Talk to Your Kids About Politics Than Inheritance. Here's the Right Way to Have That Conversation Anyway.
5+ day, 11+ hour ago (1711+ words) Your guide to planning and enjoying a financially secure and richly rewarding retirement, sent three times a week. The Great Wealth Transfer starts with a conversation. Here's how to prepare heirs, reduce future conflict and create a lasting legacy. Joseph…...
Ashley Austin Says An Artist’s Estate Plan Needs To Protect More Than The Money
5+ day, 14+ hour ago (348+ words) The distinction between an estate plan and a legacy plan sits at the center of Austin’s work. The estate plan determines ownership and authority over assets including catalogs, publishing rights, masters, trademarks, likenesses, memorabilia, archives and unreleased material. The legacy…...
A misunderstanding at the heart of the seven-year gifting rule... | Money newsletter
5+ day, 21+ hour ago (195+ words) Tuesday, 8 September 2026 07:42 In this week's Money newsletter: A misunderstanding at the heart of the seven-year gifting rule. Plus: "My accountant made an error and I've been left with a £9,000 bill - who pays?" So join our growing Money community - and thanks…...
Wealth advisers urged to consider later life lending in inheritance tax planning
1+ week, 4+ hour ago (359+ words) The referral and partnerships business of Key Group said advisers should establish relationships with later life lending specialists to give clients access to options outside their own areas of expertise. Lifetime mortgages allow homeowners to release equity from their properties…...