State and city-specific planning checkpoints.
Three guides built for Chicago, Tennessee, and Atlanta families — tax thresholds, exemptions, and home-protection moves that differ by state. Free with your email.
Alabama Trust Planning Guide
Alabama probate process, no state estate tax, small estate affidavit, Medicaid estate recovery, and heirs' property considerations.
Atlanta and Georgia Trust Planning Guide
Georgia estate tax, Fulton homestead exemptions, no-administration probate shortcut, Medicaid recovery, and family-home planning checkpoints.
- No Georgia estate or inheritance tax — Fulton homestead exemptions matter more
- April 1 deadline for Fulton/Atlanta homestead ($30K off assessed value)
- Georgia's no-administration-necessary probate shortcut for simple estates
- Medicaid estate recovery with a $25K gross estate exemption
Chicago and Illinois Trust Planning Guide
Estate tax, probate, property-tax, Medicaid recovery, and home-title checkpoints for Chicago and Illinois families.
- Illinois estate tax kicks in at $4M — far below the $15M federal threshold
- 8 Cook County property-tax exemptions most families never claim
- Illinois Medicaid estate recovery from probate property after long-term care
- Heirs' property and unclear title risk for multi-owner family land
Louisiana Trust Planning Guide
Louisiana's unique forced heirship rules, community property system, and how they interact with living trust planning.
Mississippi Trust Planning Guide
Mississippi probate, no state estate tax, Medicaid estate recovery, and the nation's highest concentration of heirs' property.
North Carolina Trust Planning Guide
North Carolina probate, no estate tax (repealed 2013), homestead exemption, Medicaid estate recovery, and heirs' property protections.
South Carolina Trust Planning Guide
South Carolina probate, no state estate tax, Gullah-Geechee heirs' property legacy, homestead exemption, and Medicaid recovery rules.
Tennessee Trust Planning Guide
Tennessee inheritance tax, small estate, property-tax relief, TennCare recovery, and family-home planning checkpoints.
- No Tennessee estate or inheritance tax — where the real risks actually are
- TennCare estate recovery after long-term care and how trusts can backfire
- Small estate process for personal property under $50K
- Property-tax relief for elderly, disabled, and veteran homeowners
Texas Trust Planning Guide
Texas community property rules, no state estate tax, homestead protections, Medicaid estate recovery, and trust planning considerations for one of the largest states.
Read all 3 local guides — free with your email
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