Category Archives: Estates and Trusts

Why You Are Not Too Young, Poor, Or Healthy For Estate Planning

Nov
12
2020

Five Reasons Why You Should Have An Estate Plan — Regardless Of Your Age, Health, or WealthFive Reasons Why You Should Have An Estate Plan — Regardless Of Your Age, Health, or Wealth

You are Not Too ____ for Estate Planning.

Fill in the blank. Many young people, including young professionals and young families, believe that …

Posted in Legal Watch, Estates and Trusts

Charles Hadad Will Instruct National Webinar on Estate Planning

Oct
22
2020

HalfMoon Education Has Selected Charles Hadad to Instruct Estate Planning Webinar

estate planning seminar

Charles Hadad will teach fundamentals of estate planning, retirement asset planning, and business succession planning strategies as part of a continuing education program for attorneys, accountants, and financial planners …

Posted in Legal Watch, Estates and Trusts, Events

Relocating to Florida – Part 2

Oct
12
2020

Understanding Death Taxes When You Own Real Property in Florida and Pennsylvania

Relocating To Florida BeachesIf 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 …

Posted in Legal Watch, Estates and Trusts, Real Estate

Relocating to Florida – Part 1

Oct
12
2020

Benefits of Becoming a Florida Resident – Part 1A Florida residence tax benefits of living in Florida

Do you own a home in Florida? Have you ever considered becoming a Florida resident?

Florida has some attractive tax benefits that may help make that decision a little easier. Unlike …

Posted in Legal Watch, Estates and Trusts, Real Estate

What Happens To My Digital Assets When I Die?

Sep
28
2020

A new PA law gives a fiduciary access to digital assets from Google, FaceBook, Twitter etc.Until very recently, Pennsylvania did not have any concrete guidelines as to how your personal representative could access your digital assets (online accounts) if you were to become disabled or die.

On July 23, 2020, Governor Wolf signed Act 72 …

Posted in Legal Watch, Estates and Trusts

Should an Irrevocable Trust Be Part Of My Estate Plan?

Sep
02
2020

What is an Irrevocable Trust?

An irrevocable trust is created by a grantor, which cannot be revoked or amended by the grantor during their lifetime or at the time of the grantor’s death. Once the irrevocable trust is created, it …

Posted in Legal Watch, Estates and Trusts

Benefits of Seperate Revocable Trusts For Married Couples

Aug
11
2020

Tax Benefit of Complete Step-Up in Basis for Assets is Often Significant

Married Couple Discusses Revocable Trust With Advisor In our post, 4 Key Benefits of a Revocable Trust, we discussed the benefits of placing your assets into a revocable trust before your death or potential …

Posted in Legal Watch, Estates and Trusts

Grantor Retained Annuity Trust – June Never Looked So Good

May
28
2020

older couple meeting with attorney to develop estate plan with GRATAll Time Low 7520 “Hurdle” Rate For June Makes The “GRAT” A Very Attractive Estate Planning Strategy

June 2020 is shaping up to be a very attractive month for estate planning. As we maneuver through these uncertain times in light …

Posted in COVID-19 Updates, Legal Watch, Estates and Trusts

Pennsylvania Temporarily Allows Remote Notary Services

Apr
20
2020

SB 841 Provides Framework for Remote Online Notarizations

hands of two people signing documents pa now allows remote notary services

On  April 20, 2020, Governor Wolf signed into law Senate Bill 841 which, among other things, provided a loose framework for notaries to perform authorized “remote online notarizations” (RON), while also providing …

Posted in COVID-19 Updates, Legal Watch, Estates and Trusts

Executing Estate Planning Documents During COVID-19

Apr
13
2020

Our Attorneys Are Available For Remote Estate Planning Services

man and woman on video conference with estate planning attorney

Amid the COVID-19 crisis, many are wondering about the requirements and recommendations for executing estate planning documents. We have compiled a list of the minimum statutory requirements for the critical estate …

Posted in COVID-19 Updates, Legal Watch, Estates and Trusts