This webinar topic will review the Pennsylvania Inheritance Tax and planning opportunities to reduce the burden of this tax. Carefully choosing which beneficiaries receive which assets can have a significant impact on the overall tax that is payable to the PA Department of Revenue. Discussions will include strategic use of beneficiary designations, gifting programs, charitable beneficiaries, the qualified family-owned business exemption and domicile planning. These discussions are aimed at minimizing the tax and maximizing distributions to beneficiaries.

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