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Pennsylvania Estate Planning Blog

Monday, December 07, 2009

Pennsylvania Inheritance Tax

We talk extensively about the Federal Estate Tax. Indeed, it only applies to less than 10,000 families right now across the entire United States. Why? Because the exemption from being taxed is high for married couples -- You must have more than $7 Million in assets as a married couple for the federal estate tax to kick in. But what about the Pennsylvania Inheritance Tax? There is no minimum for that tax, unlike the Federal Estate Tax. Passing assets to your husband or wife? No PA Inheritance Tax. What about to children? The tax rate is 4.5%. To spouses? 12%. To everyone else? 15%! If you want to learn more about the Pennsylvania Inheritance Tax or Federal Estate Tax, schedule some time with me at our office.


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The Law Offices of Jeremy A. Wechsler assist clients with Estate Planning, Wills, Trusts, Asset Protection, Special Needs Planning, Powers of Attorney, Will Challenges and Probate/Estate Administration in Willow Grove, PA as well as Abington, Hatboro, Dresher, Horsham, Bryn Athyn, Huntingdon Valley, Fort Washington, Jenkintown, Glenside, Oreland, Warminister, Wyncote, Ambler, Elkins Park, Flourtown, Philadelphia, Warrington, Cheltenham, Gwynedd Valley, Jamison, Feasterville Trevose, Richboro, North Wales, Blue Bell, Lafayette Hill, King of Prussia, Collegeville, Oaks, Phoenixville, Oxford Valley, Langhorne, Penndel, Bristol, Fairless Hills, Bensalem Plymouth Meeting and Furlong in Philadelphia County, Bucks County and Montgomery County.



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