Written by attorney Rosalie Lawlor Spelman

529 Plans and Pennsylvania Inheritance Tax 2016

If an account holder of an out of state 529 Plan account is married at the time of death, then the account holder can save on Pennsylvania Inheritance Tax by appointing the account holder's spouse as the "successor account holder."

Additional resources provided by the author

The website, by the College Savings Plan Network (an affiliate of the National Association of State Treasurers), lists characteristics for each state's plan--including any advantages given to in-state investors. After reviewing this website, an investor can weigh the advantages and disadvantages of each state's plan.

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