Estates and Trusts

Not All Tax Deadlines are Extended – Which Tax Deadlines Affect You

Mar 30 2020
folder of tax documents

Most Tax Filing and Payment Deadlines Have Been Extended But NOT All Due to the COVID-19 pandemic, the IRS, Pennsylvania Department of Revenue, and local tax agencies have been working to lessen the burden of filing and payment deadlines on taxpayers. Additionally, the IRS, Pennsylvania Department of Revenue, …

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

PA Dept. of Revenue, Inheritance Tax Division: Procedures in Response to COVID-19

Mar 24 2020
calculator and papers on table

What Taxpayers Need to Know About Inheritance Tax Filing and Payments   The Department of Revenue has closed all physical offices and call centers. Currently, the only method of contacting the office is through the Department of Revenue Customer Support website. …

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

Pennsylvania Inheritance Tax Has Changed For Some Children

Feb 04 2020
man and baby silhouettes on beach at sunset

PA Inheritance Tax Has Changed For Children, Age 21 or Younger, Who Inherit Money From a Parent Pennsylvania has relieved the tax burden from a class of beneficiaries who inherit from their parents. The class is narrowly defined as a …

Posted in Estates and Trusts, Legal Watch

Charles Hadad – Estate Planning Seminar

Nov 05 2019
Elderly couple on the beach kiss on cheek

Charles Hadad, Estate Planning Attorney, Will Teach NBI Trust Seminar Charles Hadad, estate planning attorney with The Lynch Law Group, joins an experienced panel of legal professionals in presenting the National Business Institute’s program, Trusts: The Ultimate Guide, on November …

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

Charles Hadad Instructs Estate Administration Program

Apr 08 2019
Young parents with two children playing in yard smiling

Charles Hadad, Chair of The Lynch Law Group’s Estates and Trusts practice, has been selected to instruct the National Business Institute seminar, Estate Administration From A to Z, on April 30, 2019, at the Pittsburgh Marriott City Center. Mr. Hadad is a …

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

Estate Planning Now Must Include Digital Assets

Jan 03 2019
person looking at phone apps

Chuck Hadad Discusses Estate Planning in Butler Business Matters Article Kyle Knapp keeps a little cha-ching in his cyber wallets, specifically, minimum balances of the digital currency Bitcoin and Ethereum. While many Butler area business people might not have jumped – …

Posted in Business Succession Planning, Estates and Trusts, Legal Watch

Charles Hadad Instructs Comprehensive Trusts Program

Jul 23 2018
three generations of family smiling on beach

Trusts: The Ultimate Guide – National Business Institute Charles Hadad, Chair of The Lynch Law Group’s Estates and Trusts practice, has been selected to instruct the National Business Institute seminar, Trusts: The Ultimate Guide, on August 8-9, 2018, at the Spring Hill …

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

Dynasty Trusts Offer Tax and Nontax Advantages

Apr 05 2018
three generations of family smiling on beach

Dynasty Trusts – Preserving Your Wealth For Multiple Generations You should consider a Dynasty Trust as part of your estate plan if you want to: Provide for your children and their descendants by keeping your wealth in the bloodline Protect …

Posted in Estates and Trusts, Legal Watch

4 Key Benefits of a Revocable Trust

Mar 15 2018
family of four smiling outside

Many people 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 …

Posted in Estates and Trusts, Legal Watch

It’s Official…Federal Tax Reform!

Dec 27 2017
types of taxes graphic

Wondering How Tax Reform Will Affect You or Your Business? Tax reform is here. President Trump signed the “Tax Cuts and Jobs Act” into law on December 22, 2017. The new law will affect millions of Americans in one way …

Posted in Business Succession Planning, Corporate, Estates and Trusts, Legal Watch