POLISCOPE
Topic39 documents tagged
High Volume

Estate Planning

What This Page Covers

This page collects the 39 public records POLISCOPE has tagged with “Estate Planning”. Coverage spans bills and news coverage - each decoded into plain English and linked to its primary source. It most often overlaps with Securities, Motor Vehicles, and Transportation.

Active Bills

State BillCALIFORNIAAug 30, 2026SB 1288 requires financial firms to notify beneficiaries of nonprobate security transfersSB 1288 requires financial institutions to proactively notify beneficiaries of securities designated for nonprobate transfer upon the death of the owner. The bill also mandates that beneficiaries receState BillRHODE ISLANDJun 9, 2026Rhode Island authorizes transfer-on-death deeds for real property to bypass probateState BillRHODE ISLANDJun 5, 2026Rhode Island allows transfer-on-death vehicle titles starting September 1, 2026State BillKANSASApr 10, 2026Kansas bill exempts certain resultant trusts from claims by a settlor's creditorsState BillMASSACHUSETTSApr 2, 2026Massachusetts House Bill 3270 Restructures Estate Tax Rates, Exemptions, and Principal Residence ExclusionsState BillLOUISIANAMar 25, 2026Louisiana requires transfer-on-death registration for investment accounts and protects financial institutions from liabilityState BillKENTUCKYMar 24, 2026Kentucky authorizes transfer on death deeds and vehicle beneficiary designations to bypass probateState BillLOUISIANAMar 9, 2026Louisiana House Bill 583 requires financial entities to offer and accept transfer-on-death security registrations

Showing 8 of 17 bills tagged with this topic.

Recent Activity

  1. Yesterday1 item
    1. Ancillary Probate Helps Families Resolve Out-of-State Estate Property IssuesThis article explains ancillary probate, an additional court proceeding required when a deceased person owns property in a state different from their legal domicile. It outlines how Florida law governMiami-Dade County
  2. Tue, Sep 82 items
    1. Miami's Community News Publishes Guidance on Durable Power of AttorneyMiami's Community News published an informational article explaining how a Durable Power of Attorney allows individuals to designate a trusted person to handle financial matters.Miami-Dade County
    2. The Importance of a Durable Power of AttorneyMiami-Dade County
  3. Wed, Sep 21 item
    1. Attorney Sherlon McWhorter discusses estate planning, wills, and probate processesFormer judge and attorney Sherlon McWhorter provides an overview of essential estate-planning steps, including the use of wills, deeds, and the probate process. The discussion aims to inform families Miami-Dade County
  4. Tue, Aug 251 item
    1. JAG Real Estate launches Palm & Sage Estate Sales for downsizing seniorsJAG Real Estate has opened a dedicated estate sale service, Palm & Sage Estate Sales, to assist retirees and seniors in North Pacific Beach with downsizing their belongings. The firm provides consignmSan Diego County
  5. Thu, Aug 131 item
    1. Plant City Observer reports on the role of retirement accounts in estate planningThis article highlights that for many working Americans, retirement accounts like 401(k)s and IRAs often represent their most significant financial asset. It emphasizes that effective estate planning Hillsborough County
  6. Mon, Aug 31 item
    1. Legislator Anamarie Ávila Bugarin challenged claims of dementia in family property disputeAssemblymember Anamarie Ávila Bugarin incurred significant legal and medical expenses to contest claims made by her daughter regarding her mental health. The dispute centered on the management of famiSan Diego County

Finance Signals

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Key Actors

  1. 01Beau Beaullieuperson2 mentions
  2. 02Miami's Community Newsorganization2 mentions
  3. 03K.S.A. 33-201 et seq.other1 mentions
  4. 04Contra Costa County Superior Courtorganization1 mentions
  5. 05K.S.A. 59-6a209other1 mentions
  6. 06IRAother1 mentions
  7. 07Palm & Sage Estate Salesorganization1 mentions
  8. 08US Department of Labororganization1 mentions
  9. 09Kansas Guardianship Programorganization1 mentions
  10. 10Minnesota Statutesorganization1 mentions

Connections Preview

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  • Topic to billsSB 1288 requires financial firms to notify beneficiaries of nonprobate security transfers, Rhode Island authorizes transfer-on-death deeds for real property to bypass probate, Rhode Island allows transfer-on-death vehicle titles starting September 1, 2026 (+14 more)
  • Topic to peopleBeau Beaullieu
  • Topic to orgsMiami's Community News, Contra Costa County Superior Court, Palm & Sage Estate Sales (+3 more)
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Source Trail

Documents whose extracted record lists this topic. Each item opens the Bill Dossier, which includes the official source URL when available.

  1. Oct 29, 2026NewsAncillary Probate Helps Families Resolve Out-of-State Estate Property Issues
  2. Sep 8, 2026NewsMiami's Community News Publishes Guidance on Durable Power of Attorney
  3. Sep 8, 2026NewsThe Importance of a Durable Power of Attorney
  4. Sep 2, 2026NewsAttorney Sherlon McWhorter discusses estate planning, wills, and probate processes
  5. Aug 30, 2026State BillSB 1288 requires financial firms to notify beneficiaries of nonprobate security transfers
  6. Aug 25, 2026NewsJAG Real Estate launches Palm & Sage Estate Sales for downsizing seniors
  7. Aug 13, 2026NewsPlant City Observer reports on the role of retirement accounts in estate planning
  8. Aug 3, 2026NewsLegislator Anamarie Ávila Bugarin challenged claims of dementia in family property dispute
  9. Jun 9, 2026State BillRhode Island authorizes transfer-on-death deeds for real property to bypass probate
  10. Jun 5, 2026State BillRhode Island allows transfer-on-death vehicle titles starting September 1, 2026

Showing 10 of 39 source records.