Estates and Trusts
Why Young Families and Married Couples Need an Estate Plan
When you are young and either newly married or beginning to start a family, establishing…
Charles B. Hadad to Present “From Intent to Impact: Incorporating DAFs Into Client Estates”
Charles Hadad, Partner and Chair of the Estates & Trusts Practice Group at The Lynch…
How Trump’s OBBBA Legislation Impacts Estate Planning, Medicaid, and Charitable Giving
As you may have heard, President Trump signed the One Big Beautiful Bill Act (“OBBBA”)…
The “Big Beautiful Bill” and What It Means for You: Corporate, Estate, and Tax Planning Made Simple
On July 4, 2025, Congress passed and the President signed into law the One Big…
Lifetime Gifts vs. Testamentary Gifts: Understanding The Differences And Tax Implications
When it comes to estate planning, one of the most important decisions that you will…
4 Documents You Must Have Ready Before Your Child Goes Off To College
If you have a child heading off to college, it can feel like there are…
Spousal Lifetime Access Trust: What is it? And How Can it Help with the Upcoming 2025 Year-End Tax Sunset?
One picture that is becoming clearer each day is the upcoming 2025 Tax sunset landscape…
Does Your Child Have a HIPAA Authorization Form?
As you prepare to send your child off to college, either for their first year…
The Court Time Foundation Hosts the Healthy Living & Giving Senior Outreach Day
Partner Charles Hadad Joins The Court Time Foundation for the 2023 Healthy Living & Giving…
Attorney Chuck Hadad of The Lynch Law Group to Present CLE Seminar on Probate Process
Attorney Chuck Hadad of The Lynch Law Group to Present CLE Seminar on Probate Process …
Estate Administration Basics Seminar Presented by Attorneys of The Lynch Law Group
Estate Administration Basics Seminar Presented by Attorneys of The Lynch Law Group The Lynch Law…
Estate Planning from A-Z
Estate Planning from A to Z The Essentials for Drafting a Will, Trust, or Other…
Estate Planning in an Emergency
Estate Planning in an Emergency How to get started, what to prioritize, and what you…
SECURE Act 2.0: How It Could Affect Your Retirement Plans
There is a potential update to the SECURE Act on the horizon that could…
Planning for 2022: Tax Updates for a Happy New Year
With a new year approaching, the IRS has released 2022 figures for the federal lifetime…
Three Essential Steps to Business Succession Planning: Step 1
What is business succession planning? If you have been actively involved throughout your career in…
Estate Planning Documents: An Overview
We have compiled a list of the minimum statutory requirements for the critical estate planning…
Estate Planning After Divorce: Don’t Forget to Protect Your Assets!
Your divorce is over. Your marital property has been divided, and you know what assets are yours. You are exhausted yet relieved that…
Healthcare Power of Attorney MUST Be on Your College Checklist
Are Powers of Attorney on Your College Checklist? As one of the many families getting…
A Look into the History of Pride and (Tax) Prejudice
While taxes might not be the first topic that comes to mind when someone mentions…
What Happens if I Die Without a Will?
Most people intend to have a will in place when they die, but many never…
How Much Can I Gift? A Guide to Gifting and Taxes
Are you planning to give a special gift to a deserving graduate? Are you curious…
10 Reasons To Update Your Estate Plan
If you have never created an estate plan, it is absolutely something to strongly consider.…
Non-Traditional Families Should Have an Estate Plan – Here’s Why
Regardless Of Your Family Structure – Estate Planning Ensures Everyone Can Inherit According To Your…
Why You Are Not Too Young, Poor, Or Healthy For Estate Planning
5 Reasons To Create An Estate Plan — Regardless Of Your Age, Health, or Wealth…
Charles Hadad Will Instruct National Webinar on Estate Planning
Charles Hadad Will Instruct HalfMoon Education Estate Planning Webinar Charles Hadad will teach fundamentals of…
Florida Snowbirds and Officially Relocating
Florida Snowbirds and Officially Relocating Benefits of Becoming a Florida Resident. Do you own a…
Relocating to Florida Brings Tax Benefits
Benefits of Becoming a Florida Resident Do you own a home in Florida? Have you…
What Happens To My Digital Assets When I Die?
Until very recently, Pennsylvania did not have any concrete guidelines as to how your personal…
Should an Irrevocable Trust Be Part of My Estate Plan?
What is an irrevocable trust? An irrevocable trust, created by a grantor, is a type…
Benefits of Separate Revocable Trusts for Married Couples
In our post, “4 Key Benefits of a Revocable Trust”, our Estates & Trusts team…
June Never Looked So Good for Estate Planning
The all-time low 7520 “hurdle” rate for June has made the “GRAT” a very attractive…
Pennsylvania Temporarily Allows Remote Notary Services
SB 841 Provides Framework for Remote Online Notarizations On April 20, 2020, Governor Wolf signed…
Executing Estate Planning Documents During COVID-19
The Lynch Law Group Offers Remote Estate Planning Services Amid the COVID-19 crisis, many people…
CARES Act – Waiver of 2020 Required Minimum Distributions
The CARES Act Waives 2020 RMDs For Individuals As many of you are aware, the…
Not All Tax Deadlines are Extended – Which Tax Deadlines Affect You
Most Tax Filing and Payment Deadlines Have Been Extended But NOT All Due to the COVID-19…
PA Dept. of Revenue, Inheritance Tax Division: Procedures in Response to COVID-19
What Taxpayers Need to Know About Inheritance Tax Filing and Payments The Department of…
Pennsylvania Inheritance Tax Has Changed For Some Children
PA Inheritance Tax Has Changed For Children, Age 21 or Younger, Who Inherit Money From…
Charles Hadad – Estate Planning Seminar
Charles Hadad, Estate Planning Attorney, Will Teach NBI Trust Seminar Charles Hadad, estate planning attorney…
Charles Hadad Instructs Estate Administration Program
Charles Hadad, Chair of The Lynch Law Group’s Estates and Trusts practice, has been selected…
Estate Planning Now Must Include Digital Assets
Chuck Hadad Discusses Estate Planning in Butler Business Matters Article Kyle Knapp keeps a little…
Charles Hadad Instructs Comprehensive Trusts Program
Trusts: The Ultimate Guide – National Business Institute Charles Hadad, Chair of The Lynch Law…
Dynasty Trusts Offer Tax and Nontax Advantages
Dynasty Trusts – Preserving Your Wealth For Multiple Generations You should consider a Dynasty Trust…
4 Key Benefits of a Revocable Trust
Many people assume that a Last Will and Testament (“Will”) is the most effective estate…
It’s Official…Federal Tax Reform!
Wondering How Tax Reform Will Affect You or Your Business? Tax reform is here. President…
Chuck Hadad Will Teach Estate Planning Techniques For Younger Clients
Chuck Hadad, Chair of the Estates and Trusts Practice, will share his expertise in working…
Chuck Hadad Will Instruct NBI Course on Probate
Chuck Hadad, Chair of the Estates and Trusts Group, will instruct the National Business Institute’s…
Coordinating Clients’ POAs, Advanced Directives and Wills and Trusts
Chuck Hadad, Chair of the Estates and Trusts Group, will instruct the Pennsylvania Bar Institute’s…
Chuck Hadad Will Teach The Complete Trust Course
Chuck Hadad, Chair of the Estates and Trusts Group, will instruct Halfmoon Education’s continuing education…
Building an Estate Planning Team
The estate planning process can be complicated, even daunting. Developing a comprehensive plan will most…
Estate Planning: Beyond the Basics
Chuck Hadad, Chair of the Estates and Trusts Group, has been selected as a panelist…
The Ultimate Guide to Wills and Trusts
Charles Hadad, Chair of the Estates and Trusts Group at The Lynch Law Group, has…
Valuation Discounts for Family Owned Businesses
Proposed Treasury Regulations May Bring Sweeping Changes to Valuation Rules If you own a family…
PROBATE: Everything You Need to Know
Charles Hadad, Chair of the Estates and Trusts team at The Lynch Law Group, has…
Estate Planning – HalfMoon Education Seminar
Charles Hadad, head of the Estates and Trusts team at The Lynch Law Group, has…
The ABLE Act – New Pennsylvania Law Provides Additional Tool For Special Needs Planning
The federal Achieving a Better Life Experience (“ABLE”) Act was enacted in December 2014. The…
Drafting a Last Minute Estate Plan for the Sick or Dying Client
Charles Hadad, Head of the Estates and Trusts Practice Group, will instruct the Pennsylvania Bar…
4 Reasons Why You Need An Estate Plan
Many people believe that estate planning services are needed only by those who are very…
Gifting Can Be A Valuable Estate Planning Tool
Understand the Tax Implications and Effect on Your Estate Plan Before You Give Are you…
Federal Fiduciary Income Tax Workshop
Charles Hadad, Chair of the Estates and Trusts Practice Group, will join Michele Conti, Mary…
Estate Planning For Younger Couples
Charles Hadad, Head of the Estates and Trusts Practice Group, will be one of the…
My Client’s Dead. Now What?
Charles Hadad, Chair of the Estates and Trusts Practice Group, will serve on the faculty…
Important Changes To Pennsylvania’s Power of Attorney Law Could Affect Your Estate Plan
Pennsylvania has updated its Power of Attorney Act, effective January 1, 2015. One of the major…
How To Protect Inherited IRAs From Creditors After The Clark v. Rameker Decision
In a recent decision, Clark v. Rameker, the U.S. Supreme Court unanimously held that inherited…