Estates and Trusts

Non-Traditional Families Should Have an Estate Plan – Here’s Why

Jan 22 2021
estate planninf for nontraditional families

Regardless Of Your Family Structure – Estate Planning Ensures Everyone Can Inherit According To Your Wishes Families come in all shapes and sizes, and regardless of your family structure, your loved ones can and should be provided for in the …

Posted in Estates and Trusts, Legal Watch

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 Wealth

Five Reasons Why You Should Have An Estate Plan — Regardless Of Your Age, Health, or Wealth You’re not too ____ for an estate plan. Fill in the blank. Many young people, including young professionals and young families, believe that …

Posted in Estates and Trusts, Legal Watch

Charles Hadad Will Instruct National Webinar on Estate Planning

Oct 22 2020
estate planning seminar

Charles Hadad Will Instruct HalfMoon Education Estate Planning Webinar 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 offered by …

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

Relocating to Florida | Understanding Estate Taxes On Your Property

Oct 12 2020
Relocating To Florida Beaches

Tax Issues When You Own Real Property in Florida and Pennsylvania If 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 …

Posted in Estates and Trusts, Legal Watch, Real Estate

Relocating to Florida Brings Tax Benefits

Oct 12 2020
A Florida residence tax benefits of living in Florida

Benefits of Becoming a Florida Resident 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 other states, Florida has …

Posted in Estates and Trusts, Legal Watch, Real Estate

What Happens To My Digital Assets When I Die?

Sep 28 2020
iphone apps

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 Estates and Trusts, Legal Watch

Should an Irrevocable Trust Be Part Of My Estate Plan?

Sep 02 2020
Mature couple meeting with attorney to discuss includind irrevocable trust in estate plan

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 Estates and Trusts, Legal Watch

Benefits of Separate Revocable Trusts for Married Couples

Aug 27 2020
married couple discuss benefits of seperate revocable trusts

In a previous article, our Estates & Trusts team discussed the benefits of placing your assets into a revocable trust before your death or potential incapacity. Revocable trusts provide numerous benefits not enjoyed by individuals whose estate plans involve the …

Posted in Estates and Trusts, LLG News

June Never Looked So Good for Estate Planning

Jun 08 2020

The all-time low 7520 “hurdle” rate for June has made 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 …

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

Pennsylvania Temporarily Allows Remote Notary Services

Apr 20 2020
Person signing power of attorney

SB 841 Provides Framework for Remote Online Notarizations 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, Estates and Trusts, Legal Watch