Category Archives: Estate Planning and Administration

Chuck Hadad Will Instruct NBI’s Course on Probate

Dec
01
2017
Attorney Charles B. Hadad

Charles B. Hadad

Chuck Hadad, Chair of the Estates and Trusts Group, will instruct the National Business Institute’s continuing education program, The Probate Process From Start to Finish on December 20, 2017 at the Crowne Plaza Pittsburgh South.

This seminar …

Posted in Legal Watch, Estate Planning and Administration, Events

Choose a Tax-Friendly State for Your Retirement

Oct
24
2017
Lisa Goddy, Esq.

Lisa Goddy, Esq.

Estates and trusts lawyer, Lisa Goddy, will join William Wolfe of Fragasso Advisors and Kathy Bell of K. A. Bell, CPA, for an informative discussion about which states offer the best tax advantages for retirement.

The public …

Posted in Legal Watch, Estate Planning and Administration

Coordinating Clients’ POAs, Advanced Directives and Wills and Trusts

Sep
18
2017

Attorney Charles B. HadadChuck Hadad, Chair of the Estates and Trusts Group, will instruct the Pennsylvania Bar Institute’s continuing legal education program, Coordinating Clients’ POAs, Advanced Directives and Wills and Trusts on October 16, 2017 at the PBI Professional Development Conference Center in …

Posted in Legal Watch, Estate Planning and Administration, Events

Chuck Hadad Will Teach The Complete Trust Course

Sep
13
2017
Attorney Charles B. Hadad

Chuck Hadad, Chair of Estates and Trusts

Chuck Hadad, Chair of the Estates and Trusts Group, will instruct Halfmoon Education’s continuing education program, The Complete Trust Course on October 24, 2017 at the Crowne Plaza Pittsburgh – Greentree.

This seminar …

Posted in Legal Watch, Estate Planning and Administration, Events

One Item that MUST Be on Your College Checklist

Aug
04
2017

Health care power of attorney for college student

Do You Have Health Care and Financial Powers of Attorney for Your College Student?

If you are one of the many parents making preparations to send a son or daughter off to college in the next few weeks, you probably …

Posted in Legal Watch, Estate Planning and Administration

3 Essential Steps to Business Succession Planning – Part 1

Jun
26
2017

business succession plan

You are beginning to think about retirement. You have been actively involved in building your business for years and have seen its continued success. You may have a child in the business, or you may have certain employees who want …

Posted in Legal Watch, Business Succession Planning, Estate Planning and Administration

Building an Estate Planning Team

May
01
2017

Group of happy young business people in a meeting at officeThe estate planning process can be complicated, even daunting. Developing a comprehensive plan will most often require the service of a hand-picked and fine-tuned team of professionals to assist and advise you in the analysis of your financial situation and …

Posted in Legal Watch, Estate Planning and Administration

Estate Planning: Beyond the Basics

Apr
24
2017
Charles B. Hadad Esq., Estates and Trusts Attorney, The Lynch Law Group

Charles B. Hadad, Esq.

Chuck Hadad, Chair of the Estates and Trusts Group, has been selected as a panelist for the Pennsylvania Bar Institute’s continuing legal education program, Estate Planning: Beyond the Basics. 

Participants will earn 5.00 hours of substantive …

Posted in Legal Watch, Estate Planning and Administration, Events

The Ultimate Guide to Wills and Trusts

Mar
01
2017

Charles Hadad, Chair of the Estates and Trusts Group at The Lynch Law Group, has been selected by the National Business Institute as a member of the faculty for the continuing legal education seminar, The Ultimate Guide to Wills and

Posted in Legal Watch, Estate Planning and Administration, Events

Relocating to Florida Part II:  Understanding Death Taxes When I own Real Property in Florida and Pennsylvania

Dec
20
2016
by Lisa Goddy, Esq.

Flamenco Beach CulebraIf you live in Florida and own real property in Pennsylvania or another state, or are looking to change your domicile to Florida, but wish to retain a residence in another state, you may be surprised …

Posted in Legal Watch, Estate Planning and Administration, Real Estate