Estates and Trusts

Spousal Lifetime Access Trust: What is it? And How Can it Help with the Upcoming 2025 Year-End Tax Sunset?

Nov 01 2024

One picture that is becoming clearer each day is the upcoming 2025 Tax sunset landscape and expiration of provisions of the 2018 Tax Cuts and Jobs Act, which will include the reduction of individuals unified credit for federal estate/gift tax …

Posted in Estates and Trusts, LLG News

Does Your Child Have a HIPAA Authorization Form? 

Jun 14 2024

As you prepare to send your child off to college, either for their first year as a freshman or to complete their education, the checklist of forms is endless. Dorm rooms, textbooks, placement tests, financial aid, the list goes on …

Posted in Estates and Trusts

The Court Time Foundation Hosts the Healthy Living & Giving Senior Outreach Day

Oct 12 2023
grandfather and grandchild

Partner Charles Hadad Joins The Court Time Foundation for the 2023 Healthy Living & Giving Senior Outreach Day  Charles “Chuck” Hadad, Partner and Chair of the Estates & Trusts Practice Group at The Lynch Law Group was invited to speak …

Posted in Announcements, Estates and Trusts, LLG News

Attorney Chuck Hadad of The Lynch Law Group to Present CLE Seminar on Probate Process

Sep 29 2023
front of courthouse

Attorney Chuck Hadad of The Lynch Law Group to Present CLE Seminar on Probate Process  Chuck Hadad, Partner and Chair of the Estates & Trusts Practice Group at The Lynch Law Group, will lead a CLE seminar detailing the comprehensive …

Posted in Continuing Legal Education Seminars, Education, Estates and Trusts

Estate Administration Basics Seminar Presented by Attorneys of The Lynch Law Group

Jul 12 2023
man and woman discussing documents

Estate Administration Basics Seminar Presented by Attorneys of The Lynch Law Group The Lynch Law Group is pleased to announce that Charles Hadad, Partner and Chair of the Estates and Trusts Practice Group, will be presenting a seminar on Estate Administration …

Posted in Announcements, Continuing Legal Education Seminars, Estates and Trusts

Estate Planning from A-Z

Mar 27 2023

Estate Planning from A to Z  The Essentials for Drafting a Will, Trust, or Other Estate Documents.  Originally presented and prepared by Charles Hadad, Partner of the Estates and Trusts Practice Group in a Continuing Legal Education for the National …

Posted in Estates and Trusts

Estate Planning in an Emergency

Mar 08 2023
people reading documents

Estate Planning in an Emergency How to get started, what to prioritize, and what you will need. Originally published by the Pennsylvania Bar Association In order to do Estate Planning properly, can involve a significant investment of time and resources. …

Posted in Continuing Legal Education Seminars, Estates and Trusts

SECURE Act 2.0: How It Could Affect Your Retirement Plans

Aug 24 2022
u.s. capitol

  There is a potential update to the SECURE Act on the horizon that could have a big impact on your retirement plans. Congress may often seem slow to act, but several laws have been proposed and passed, and they …

Posted in Estates and Trusts, Legal Watch

4 Documents You Must Have Ready Before Your Child Goes Off To College

Jul 26 2022
Young woman moving into college dorm

If you have a child heading off to college, it can feel like there are a million things you need to get before they leave; from dorm room essentials, to textbooks, to a stash of their favorite snacks. But here …

Posted in Estates and Trusts, Legal Watch

Planning for 2022: Tax Updates for a Happy New Year

Dec 13 2021
wooden blocks showing transition from 2021 to 2022

With a new year approaching, the IRS has released 2022 figures for the federal lifetime gift and estate tax exemption, as well as the annual gift tax exclusion and others. Despite concerns that President Biden will significantly reduce the federal …

Posted in Estates and Trusts, Legal Watch