Free Pennsylvania estate planning resources
Practical guides, a free calculator, and community-education tools for families, professionals, and journalists covering Pennsylvania estate planning, inheritance tax, and probate.
PDF guides you can share or print
Pennsylvania Estate Planning Checklist
A one-page checklist covering assets, decision-makers, core documents, and special situations to flag before your consultation.
Download PDFPennsylvania Inheritance Tax Guide
Plain-English guide to PA inheritance tax rates, exemptions, the 5% discount, and common reduction strategies.
Download PDFPower of Attorney Update Guide
Why old POAs fail at Pennsylvania banks, what Act 95 requires, and when to replace your durable financial power of attorney.
Download PDFFuneral Planning Organizer
Help your family honor your wishes during a difficult time: final arrangements, service preferences, contacts, and key documents.
Download PDFFor families, professionals, and the press
Inheritance Tax Calculator
Estimate Pennsylvania inheritance tax by beneficiary relationship and estate value.
Speaking & Workshops
Community education for elder care facilities, funeral homes, civic groups, and libraries.
Press & Media
Reporter-ready statistics, expert quotes, and interview scheduling for journalists.
Talk with a Pennsylvania estate planning attorney.
Most plans take two meetings. The first is a consultation — clear, honest, and free of pressure.