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Estate Planning for Same Sex Partners: PA Inheritance Tax

It is very important that same sex couples review the estate planning and estate/inheritance tax issues they are confronting.  In Pennsylvania alone there will be a hefty tax consideration.  The Pennsylvania Inheritance Tax rate on transfers to a surviving same sex partner at the death of the first partner will be 15%.  For transfers of jointly owned assets to the surviving partner there will be a 15% PA Inheritance Tax rate on one-half of the value of the asset.   Take a look at this article for detailed look at the PA Inheritance Tax system and the resulting tax to be paid by the surviving same sex partner. Without proper planning, a surviving same sex partner could find himself or herself with a significant financial burden and unprepared to pay for it.

Please feel free to contact Douglas L. Kaune, Esq. to discuss your particular Estate Planning matter to determine the appropriate planning for you and your loved ones.

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