Where to probate a will in Pennsylvania

Where to probate a will in Pennsylvania

Clients often wonder where a loved one’s will is filed to begin the probate process. The answer is that a person’s will must be filed in the county in which that person resided at the time of death. On a Pennsylvania death certificate, look at box 8d, titled Residence...
How to save 5% on PA inheritance tax

How to save 5% on PA inheritance tax

Pennsylvania law provides an easy way to save 5% on inheritance tax. Simply make an estimated payments within three months of the date of death. Suppose you are the executor for the estate of your mother, who died August 1. She had assets estimated, after allowable...
#1 reason why trusts fail

#1 reason why trusts fail

A trust can have powerful effects – protecting assets from long term care costs, safeguarding an estate from loss due to unexpected events, preserving benefits for the disabled, saving probate and legal costs … the list goes on. But many trusts fail to work as...
What is probate in Pennsylvania?

What is probate in Pennsylvania?

“You can’t take it with you,” goes the old saying. So how does your property pass to your heirs when you die? One way is through the probate process. I find that many people have heard the term “probate” but not everyone has a clear understanding of what the term...