Tag Archives: Estate Planning

Choose a Tax-Friendly State for Your Retirement

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 …

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Coordinating Clients’ POAs, Advanced Directives and Wills and Trusts

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 …

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Chuck Hadad Will Teach The Complete Trust Course

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 …

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Building an Estate Planning Team

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 …

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Estate Planning: Beyond the Basics

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 …

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The Ultimate Guide to Wills and Trusts

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

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Proposed Treasury Regulations Section 2704: Sweeping Changes to Valuation Discounts for Family Owned Businesses

Business Succession Planning MeetingIf you own a family business and are considering transferring interests in your business to other family members through a succession plan, it’s important to gain a thorough understanding of the potential impact of recently proposed Treasury Regulations under Section …

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Estate Planning – HalfMoon Education Seminar

Charles Hadad, lawyer at The Lynch Law Group

Charles B. Hadad

Charles Hadad, head of the Estates and Trusts team at The Lynch Law Group, has been selected as a member of the faculty for the upcoming seminar Estate Planning, to be presented by HalfMoon Education Inc., …

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4 Important Reasons Why a Revocable Trust May Be the Right Solution to Meet Your Estate Planning Goals

Estate Planning: 4 key reasons to establish a revocable trust.People often assume that a Last Will and Testament (“Will”) is the most effective estate planning tool for passing on their assets to their beneficiaries and the template to structure their estate planning goals. However, any thorough estate planning discussion …

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The Able Act – New Pennsylvania Law Provides Additional Tool For Special Needs Planning

Pennsylvania's ABLE Act provides additional tool for special needs planning.The federal Achieving a Better Life Experience (“ABLE”) Act was enacted in December 2014. The federal law authorizes each state to develop their own ABLE programs, and many states have moved quickly to implement ABLE, including Pennsylvania, where on April …

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