Pennsylvania estate planning guides

Estate planning content online is mostly written for California and quietly assumed to apply everywhere. These guides are written against the Pennsylvania statutes - with the section numbers, the actual rates, and the deadlines that carry penalties.

Wills

How to make a will in Pennsylvania

Pennsylvania does not require witnesses to sign a will. What it does require, why the self-proving affidavit matters anyway, and the clauses that keep an estate out of trouble.

Tax

Pennsylvania inheritance tax

No exemption threshold, and the rate depends on who inherits: 0% spouse, 4.5% children, 12% siblings, 15% everyone else. Deadlines and the 5% early-payment discount.

Intestacy

Dying without a will in Pennsylvania

Your spouse rarely inherits everything. The first $30,000 rule, what changes with children from a prior relationship, and the full order of succession.

Incapacity

Pennsylvania power of attorney

Financial POAs need two witnesses, a notary, the statutory notice, and a signed agent acknowledgment. Healthcare POAs follow different rules. Why banks reject them.

Comparison

Will vs. living trust in Pennsylvania

Pennsylvania probate is cheaper than California's, which changes the calculation. A trust avoids probate - it does not avoid inheritance tax. When it is genuinely worth it.

Probate

Executor duties in Pennsylvania

A sequenced checklist: the Register of Wills, advertising the grant of letters, the Rule 10.5 certification, the nine-month tax deadline, and the mistakes that create personal liability.

Build your plan in plain English

Answer a few gentle questions and watch your estate plan take shape. Built deep for Pennsylvania. Nothing is final until you sign.

Start your plan