Blog

Pennsylvania has no gift tax, which makes lifetime giving genuinely useful — until you understand the one-year lookback. What actually reduces the bill, and what does not.

Opening an estate at the Northampton County Register of Wills in Easton — what to bring, what you leave with, and the deadlines that begin at the date of death.

A practical guide to opening an estate at the Lehigh County Register of Wills in Allentown — what to bring, what happens on the day, and the deadlines that start running.

Pennsylvania is one of the few states that still taxes inheritance. Who pays, what it applies to, the nine-month deadline and the discount most families miss.

A trustee manages the assets held in a trust and carries out the instructions you included in the trust document. Depending on the type of trust, the trustee may manage property during your lifetime, step in if you become...