Inheritance Taxes

Careful estate planning can spare your loved ones from an undue tax burden at the time of your death. Pennsylvania inheritance taxes can take a substantial portion of an inheritance, but can be limited by utilizing wills, trusts and other estate planning tools.

At Rubin, Glickman, Steinberg and Gifford, we help individuals and families throughout Pennsylvania with a wide range of estate planning and probate matters. We are focused on helping our clients save money through sound legal strategies.

Contact us today online or by telephone at 215-822-7575 or 800-358-9367 to speak with an experienced Montgomery County, Pennsylvania, inheritance taxes attorney.

Helping You Avoid Unnecessary Taxation

The Pennsylvania inheritance tax taxes assets owned by the decedent at the time of his or her death. Unlike the federal estate tax, there is no minimum dollar amount for the estate to be taxed; all estates of any value are subject to taxation. The inheritance tax return is due within nine months of the death of the decedent.

The Pennsylvania inheritance tax code charges different taxation rates depending on the relationship between the decedent and his or her heir. The rates are as follows:

  • Spouse: 0 percent
  • Charity: 0 percent
  • Child: 4.5 percent
  • Parent: 4.5 percent
  • Sibling: 12 percent
  • Anyone else: 15 percent

Our attorneys will work with you personally to help you find sound strategies to limit the impact of Pennsylvania inheritance and estate taxes. We have the skill and experience to handle your most complex estate planning and administration needs.

Schedule Your Free Initial Consultation

Do you need help with an estate planning issue? Contact us today online or by telephone at 215-822-7575 or 800-358-9367 to speak with a knowledgeable Pennsylvania estate planning lawyer. We are located right off of Route 309, in Colmar, Hatfield Township, and offer free and convenient parking.