Disclaimer Trust

What is a Disclaimer Trust?

Posted 1 CommentPosted in Diclaimer, Estate Planning, Estate Tax, Federal Estate Tax, Gift Planning, Gift Tax, New Jersey

A Disclaimer Trust is a special type of trust often created under a Will (or as a sub-trust of a revocable living trust).  In order to understand Disclaimer Trusts, you first need to understand what a disclaimer is and what happens when you make a disclaimer so that you can understand the purpose and mechanics of Disclaimer Trusts. […]

7 Simple Ways to Minimize the Pennsylvania Inheritance Tax

7 Simple Ways to Minimize the Pennsylvania Inheritance Tax

Posted Leave a commentPosted in Capital Gains Tax, Charitable Trust, Estate Administration, Estate Planning, Federal Estate Tax, Inheritance Tax (相続税), Pennsylvania

It’s been a little while since I have written an article on the Pennsylvania inheritance tax.  However, before I discuss ways to minimize the PA inheritance tax, it is important to understand that the tax rate is affected by who receives money upon your death. As a refresher, Pennsylvania has an inheritance tax on most […]