Estate Planning & Elder Law Attorneys Serving Pittsburgh

Does Pennsylvania have an inheritance tax, and why should Allegheny County residents plan ahead?

Pennsylvania does charge an inheritance tax. The tax rate varies depending on an heir’s relationship to the decedent, and property owned jointly between spouses is exempt. Without a plan, heirs can face avoidable taxes, delays and estate recovery.

What is probate in Allegheny County, and how long do I have to deal with inheritance tax?

Probate is the court-supervised process of validating a will, swearing in an executor, paying debts, and distributing assets, and for Allegheny County, starts at the Register of Wills. Inheritance tax payments are payable within nine months of date of death, and paying within three months earns a 5 percent discount. A probate attorney can guide your family through filings, deadlines, and creditor notices, so nothing is missed during a difficult time.

How can Pittsburgh seniors protect their home and savings from long term costs?

Long-term care in Western Pennsylvania can quickly drain a lifetime of savings. Elder law planning can help families qualify for Medicaid long-term care benefits while protecting a spouse and, in some cases, other assets. Medicaid generally reviews asset transfers made in the five years before an application, so planning early is important. An elder law attorney can also prepare powers of attorney and healthcare directives so a trusted person can act for you if you become incapacitated.