Estate Planning Attorney Serving Newtown

Newtown Borough and Newtown Township sit at the heart of Bucks County's most affluent corridor, along with neighboring communities like Wrightstown, Upper Makefield, and Solebury. The area's combination of high home values, significant investment portfolios, and multi-generational family wealth makes estate planning here more consequential than average — and the cost of getting it wrong proportionally higher.

Estate Planning for Newtown's Demographics

Newtown families often have estate planning needs that go beyond a simple will. When the combined estate approaches or exceeds the federal estate tax exemption ($15 million in 2026), tax-efficient trust structures become essential. But even for estates well below that threshold, Pennsylvania's inheritance tax applies to every dollar — at rates of 0% for surviving spouses, 4.5% for lineal descendants, 12% for siblings, and 15% for other beneficiaries. Proper planning can minimize that exposure significantly.

Common planning tools for Newtown families include revocable living trusts (for probate avoidance and privacy), irrevocable trusts for asset protection, beneficiary designation review across retirement accounts and insurance, and coordinated powers of attorney that integrate with existing financial advisory relationships.

Local Court Access

Newtown is approximately 15 minutes from the Bucks County Courthouse in Doylestown, where all probate filings, Orphans' Court proceedings, and estate litigation are handled. Our office regularly appears at the courthouse for Newtown clients' estate matters, and we coordinate with the Register of Wills' office for probate filings and inheritance tax submissions.

If you're in Newtown or the surrounding central Bucks County communities and want to discuss estate planning, call 215-826-3133 for a free consultation.