Inflation Adjustments for 2017

With the release of the Consumer Price Index for August 2016, it’s possible to calculate various inflation adjustments for 2017. The following are the significant federal estate planning numbers: The base applicable exclusion amount (and generation-skipping tax exemption) will be … Continue reading

Ominbus Changes to PEF Code

On July 8, Governor Wolf signed S.B. 1104 into law, making it Act 79 of 2016. Act 79 makes numerous changes to the Probate, Estates and Fiduciaries Code, including including changes affecting how to determine title to real estate, personal … Continue reading