Tag Archives: Estate Planning

Grantor Retained Annuity Trust – June Never Looked So Good

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 …

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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

children-age-21-and-younger-no-longer-pay-inheritance-tax-in-pa

Pennsylvania has relieved the tax burden from a class of beneficiaries who inherit from their parents. The class is narrowly defined as a …

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What Happens If I Go Into A Nursing Home?

Estate Planning and Elder Law Seminar —  The Dangers of Failing to Plan For Your EstateCouple meets with attorney for estate and elder law planning

One of the largest and most aggressive creditors in the United States today is the nursing home system. Failure to plan can result in …

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Charles Hadad – Estate Planning Seminar

Charles Hadad, Estate Planning Attorney, Will Teach NBI Trust Seminar

Elderly couple on the beach have estate plan in placeCharles Hadad, estate planning attorney with The Lynch Law Group, joins an experienced panel of legal professionals in presenting the National Business Institute’s program, Tusts: The Ultimate Guide, on November …

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Dynasty Trusts Offer Tax and Nontax Advantages

Dynasty Trusts Preserve Wealth for Future GenerationsDynasty Trusts – Preserving Your Wealth For Multiple Generations

Overview

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
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4 Key Benefits of a Revocable Trust

Benefits of a Revocable TrustThese 4 Key Benefits of a Revocable Trust Might Make it the Right Solution to Meet Your Estate Planning Goals

People often assume that a Last Will and Testament (“Will”) is the most effective estate planning tool for passing on …

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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 with younger clients to develop an estate plan that meets their specific needs. As part of the Pennsylvania Bar Institutes’s continuing education program, Estate Planning …

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Coordinating Clients’ POAs, Advanced Directives and Wills and Trusts

Attorney Charles B. HadadChuck Hadad, Chair of the Estates and Trusts Group, will instruct the Pennsylvania Bar Institute’s continuing legal education program, Coordinating Clients’ POAs, Advanced Directives and Wills and Trusts on October 16, 2017 at the PBI Professional Development Conference Center in …

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Chuck Hadad Will Teach The Complete Trust Course

Chuck Hadad, Chair of the Estates and Trusts Group, will instruct Halfmoon Education’s continuing education program, The Complete Trust Course on October 24, 2017 at the Crowne Plaza Pittsburgh – Greentree.

This seminar offers continuing education credits to accountants, attorneys, …

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Building an Estate Planning Team

An estate planning team of professionals meet with client to discuss goals.The estate planning process can be complicated, even daunting. Developing a comprehensive plan will most often require the service of a hand-picked and fine-tuned team of professionals to assist and advise you in the analysis of your financial situation and …

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