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Tag Archives: Estate Planning
10 Reasons To Update Your Estate Plan
If you have never created an estate plan, it is absolutely something to strongly consider. An estate plan provides protection for your assets and gives you a say in how your assets transfer at the time of your passing. Passing …
Posted in Legal Watch, Estates and Trusts
Tagged Estate Planning, pennsylvania, update, estates and trusts
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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 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 Legal Watch, Estates and Trusts
Tagged Estate Planning, Wills, Family Planning
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Why You Are Not Too Young, Poor, Or Healthy For Estate Planning
Five 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
Tagged Estate Planning, Wills, estate plan
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Charles Hadad Will Instruct National Webinar on Estate Planning
HalfMoon Education Has Selected Charles Hadad to Instruct 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 …
Posted in Legal Watch, Estates and Trusts, Events
Tagged Estate Planning, Seminar, CLE
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What Happens To My Digital Assets When I Die?
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
Tagged Estate Planning, estate plan, RUFADA, digital assets
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Should an Irrevocable Trust Be Part Of My 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 …
Benefits of Seperate Revocable Trusts For Married Couples
Tax Benefit of Complete Step-Up in Basis for Assets is Often Significant
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
Tagged Estate Planning, Trust, Taxes, Revocable Trust
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Grantor Retained Annuity Trust – June Never Looked So Good
All 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
Tagged Estate Planning, COVID-19, GRAT
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Pennsylvania Inheritance Tax Has Changed For Some Children
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 …
What Happens If I Go Into A Nursing Home?
Estate Planning and Elder Law Seminar — The Dangers of Failing to Plan For Your Estate
One of the largest and most aggressive creditors in the United States today is the nursing home system. Failure to plan can result in …
Posted in Legal Watch, Estates and Trusts, Events
Tagged Estate Planning, Seminar, Elder Law
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