Tag Archives: Estate Planning

Probate Basics

Posted on August 16, 2021

This article is a transcript of the video Probate Basics | Estates & Trusts Team, also available on our website and on YouTube.  Charles Hadad: Hi. My name is Charles Hadad. This is my colleague, attorney Mallory Sikora. We’re with … →

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Estate Planning After Divorce: Don’t Forget to Protect Your Assets!

Posted on July 21, 2021

Your divorce is over. Your marital property has been divided, and you know what assets are yours. You are exhausted yet relieved that the process is finally over. It’s time to relax and recover, right?    Estate planning after divorce is often neglected. It is so easy to become wrapped up in the emotion of the process … →

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A Look into the History of Pride and (Tax) Prejudice

Posted on June 30, 2021

While taxes might not be the first topic that comes to mind when someone mentions Pride Month, taxes were exactly the issue at hand when the Supreme Court held that federal level discrimination against same-sex spouses violated the Due Process … →

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What Happens if I Die Without a Will?

Posted on June 10, 2021

Almost everyone intends to have a will in place when they die, but many never get around to drafting one and pass with no formal estate plan. So, what happens to your assets when you die without a will?  If you die without … →

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10 Reasons To Update Your Estate Plan

Posted on March 11, 2021

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 … →

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

Posted on January 22, 2021

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 … →

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

Posted on November 12, 2020

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 … →

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Charles Hadad Will Instruct National Webinar on Estate Planning

Posted on October 22, 2020

 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 HalfMoon … →

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What Happens To My Digital Assets When I Die?

Posted on September 28, 2020

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 … →

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Should an Irrevocable Trust Be Part Of My Estate Plan?

Posted on September 2, 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 … →

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