Tag Archives: Estate Planning

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 WealthFive 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 …

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Charles Hadad Will Instruct National Webinar on Estate Planning

HalfMoon Education Has Selected Charles Hadad to Instruct Estate Planning Webinar

estate planning seminar

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 …

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What Happens To My Digital Assets When I Die?

A new PA law gives a fiduciary access to digital assets from Google, FaceBook, Twitter etc.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?

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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Benefits of Seperate Revocable Trusts For Married Couples

Tax Benefit of Complete Step-Up in Basis for Assets is Often Significant

Married Couple Discusses Revocable Trust With Advisor 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 …

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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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