Estate Tax Planning Planning For Your Future

Estate Tax Planning Lawyer in Montgomery County

Also Serving Philadelphia County, Merion Station, Lower Merion, The Main Line and Surrounding Areas

Tax laws and codes can be complex, especially when it comes to inheritance taxes. At Sallen Law, our Merion Station 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 our phone number (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 Merion Station office and schedule a free over-the-phone consultation with our team. We can be reached by calling (215) 809-3900 or our online form.

Hear From Our Happy Clients

At Sallen Law, LLC, your satisfaction is our priority! See for yourself what our clients have to say about working with us.

“My experience working with Rebecca exceeded all my expectations.”
For me, the task of preparing a will and health directive was a necessary but uncomfortable and overwhelming task that I put off for too long. Rebecca eased my anxieties and made the planning discussions and decisions easy to understand, with all my questions and concerns thoroughly addressed. Rebecca's professionalism, caring approach and knowledge led to a great experience. I highly recommend Sallen Law, you won't be disappointed.

Betty P.
“Patient with my difficulties.”
“It's been a pleasure to work with Rebecca Sallen for her in opening up my trust.”

Amy D. - Philadelphia, PA
“Explained the ins & outs of my options.”
“During a pandemic, you realize that there's no time like the present to plan your estate.”

Heather - Philadelphia, PA
“A genuine approach to understand your needs.”
“You can trust Rebecca to give you the confidence that you need when faced with a difficult situation.”

Adam - Bala Cynwyd, PA
“I recommend her strongly.”
“She is empathetic, probes to find what really matters to you, and constructs documents that reflect your values.”

Anonymous
“Rebecca is simply outstanding.”
“We feel very secure knowing that we have a comprehensive "living document" document that covers our current and future needs.”

Ivy - Lafayette Hill, PA

View All Reviews

Get a Personalized Estate Plan Started Today

No Two Cases Are the Same

First Name
Please enter your first name.
Last Name
Please enter your last name.
Phone
Please enter your phone number.

This isn't a valid phone number.
Email
Please enter your email address.

This isn't a valid email address.
Are you a new client?
Please make a selection.
How can we help you?
Please enter a message.
By submitting, you agree to receive text messages from Sallen Law, LLC at the number provided, including those related to your inquiry, follow-ups, and review requests, via automated technology. Consent is not a condition of purchase. Msg & data rates may apply. Msg frequency may vary. Reply STOP to cancel or HELP for assistance. Acceptable Use Policy

Honest & Trusted Guidance

A Client-Centered Firm
Sallen Law believes in putting clients first. It shows in the manner in which we handle estate planning matters.
Inclusive in All Facets
As a female-run law firm, we are devoted to advocating for diversity and inclusivity in the legal profession.
Free Phone Consultations
Free case evaluations are offered to residents throughout Montgomery County and Philadelphia.
Personalized Attention
Attorney Sallen spends individual time with every client to understand the unique needs of clients and their families.