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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) 992-9662.

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) 992-9662 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 questi”
    Betty P.
    “Patient with my difficulties.”
    “It's been a pleasure to work with Rebecca Sallen for her in opening up my trust. Rebecca is so patient with my difficulties and she worked so diligently. All work was done in such a timely fashion that I can't wait until the next time I have to work with h”
    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. Rebecca was professional, caring, and thoroughly explained the ins and outs of my options. She asked good questions and helped me consider all my choices. When the ti”
    Heather - Philadelphia, PA
    “A genuine approach to understand your needs.”
    “Rebecca takes a genuine approach to understand your position and particular needs and provides pragmatic advice to help resolve the matter at hand. She assisted me in dealing with very complex estate legal matters and offered several potential solutions fo”
    Adam - Bala Cynwyd, PA
    “I recommend her strongly.”
    “I asked an acquaintance if she could steer me to a humane lawyer for estate planning, someone interested in the person, not just the assets. Rebecca fits the bill. She is empathetic, probes to find what really matters to you, and constructs documents that ”
    Anonymous
    “Rebecca is simply outstanding.”
    “We were referred to Rebecca Sallen from a friend who is an attorney in order to finish our estate planning. Rebecca is simply outstanding. She takes the time you need to understand a complicated process. Estate planning is not an easy subject to understand”
    Ivy - Lafayette Hill, PA

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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.