Money doesn’t simply glide from one generation to the next in Pennsylvania—it passes through a tax system that can take a noticeable bite along the way. If you plan to leave assets to loved ones or expect to receive an inheritance, you need to understand how this tax works before it surprises you.
Pennsylvania stands out because it taxes inheritances based on who receives the assets, not just how much they’re worth. That twist makes planning both more important and more personal.
