Sallen Law, LLC Estate Tax Planning

Estate Tax Planning Lawyer in Montgomery County

Merion County Estate Probate Attorney

Tax laws and codes can be complex, especially when it comes to inheritance taxes. At Sallen Law, our Montgomery County probate lawyer is experienced and well-versed in the federal and state laws that govern taxes, exemptions, and tax rates. Our estate planning attorney is well prepared to assist you in planning for your future, safeguarding your assets, finances, and property, and we are willing to work with you as well as your accountant or financial advisor to create viable options to help you avoid hefty taxes on your estate.

Start discussing your estate during a free phone consultation by calling (215) 809-3900.

What Exemptions Can I Plan For?

While wills and trusts can help ensure that there is a limited probate process, or that the inheritance is given directly to your beneficiary, it may not necessarily account for federal and state inheritance or estate taxes. Federal taxes can be applied to any estate over $5.25 million, and the taxable rate is as high as 40%.

Taxes can seem daunting, particularly for high net worth individuals, but there are ways to address the issue, including:

  • Making charitable donations addressed in the will or trust
  • Making unlimited transfers to a spouse
  • Planning for the the “portability” of tax exemptions for married spouses
  • Filing estate taxes in a timely manner
  • Creating an A-B trust, or bypass trust
  • Working with an attorney to establish strategic gifting plans
  • Planning life insurance trusts

Of course, each individual and their family is unique, and business ventures, families, property, and taxes must all taken into consideration. If you have questions or concerns, you should reach out to a trusted Montgomery County probate attorney right away.

For more information on how Sallen Law can help you, contact our Philadelphia County office and schedule a free over-the-phone consultation with our team. We can be reached at (215) 809-3900.

Stretch Your Dollars to Their Maximum Capacity

Begin the Estate Planning Process Today
    • Please enter your name.
    • This isn't a valid phone number.
    • Please enter your email address.
      This isn't a valid email address.
    • Please make a selection.
    • Please enter a message.

Clients Take the Lead at Our Firm

Hear it Directly from Them
  • “Ms.Sallen blew my socks off after our first meeting.”

    Hadassah

  • “she took the time to explain all my options and made me feel comfortable.”

    Brad

  • “Rebecca provided excellent guidance as we navigated the estate planning process.”

    Scott

  • “Rebecca Sallen is extremely knowledgeable, thorough and well organized. ”

    Solomon

  • “She was patient and persistent.”

    Frank

  • “Ms. Sallen was most pleasant, knew what I needed to do, and was available when I needed her. ”

    Jeffrey

  • “Rebecca is highly knowledgeable attorney who took the time to explain the process to me. ”

    Raphael

  • “She is intelligent and talented and in my opinion”

    Robert A. S.

  • “She truly cares about me and my family deeply.”

    Jeanne

  • “Rebecca Sallen is an excellent attorney for anyone who requires estate planning.”

    Rob G.

  • “strong, talented, honest and caring advocate ”

    Kevin

  • “ We feel that she is an essential asset to our success”

    karen

  • “She is a highly professional and knowledgeable lawyer.”

    Kassia F.

  • “Has her clients' best interests at heart.”

    Mary-Ann

  • “Rebecca has been my attorney for many years now. ”

    Sandy