Reporter-ready resources on Pennsylvania estate planning
Need a Pennsylvania estate planning source for a story? Below you'll find quick statistics, ready-to-quote commentary, and a direct line to Sean Quinlan, Esq. for interviews and background.
Pennsylvania estate planning at a glance
Statewide practice by phone, video, and in person.
Applies to children, grandchildren, parents, and lineal heirs.
Common source of surprise for Pennsylvania families.
Fully exempt from Pennsylvania inheritance tax.
REV-1500 due nine months from date of death, with a 5% discount for early payment.
Driven by inheritance tax, creditor claims, and asset liquidation.
Interview topics
- ▪Wills, revocable trusts, and irrevocable trusts
- ▪Pennsylvania inheritance tax planning and reduction
- ▪Durable powers of attorney under Act 95
- ▪Healthcare directives and living wills under Act 169
- ▪Medicaid asset protection and the five-year lookback
- ▪Special needs trusts and ABLE account coordination
- ▪Business succession and family-owned business exemptions
- ▪Digital assets and cryptocurrency planning
Commentary for attribution
"Most Pennsylvania families don't need the most expensive trust. They need the right documents, properly funded, and coordinated with their beneficiary designations."
"Pennsylvania inheritance tax is relationship-based. Who inherits matters more than how much they inherit."
"The power of attorney you signed fifteen years ago is probably the document that will fail when your family needs it most."
Logos, headshots, and bios
Need a firm bio, attorney headshot, or logo for publication? Contact us and we'll send a media kit the same business day.
Contact the firm
Journalists and editors: use the form below or call us directly. We respond to media inquiries quickly.
Request a free consultation
Tell us a little about your situation. We respond within one business day — usually much sooner.