Tag Archives: Estate Planning

The Future of IRAs in Estate Planning

Charles Hadad, Partner and Estates & Trusts Chair at The Lynch Law Group, has been selected by the National Business Institute to instruct an area of content in its CLE, “The Future of IRAs in Estate Planning.” Register, pre-order video …

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Probate Basics

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!

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

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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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 …

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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 …

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

5 Reasons To Create 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 they are too …

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Charles Hadad Will Instruct National Webinar on Estate Planning

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 …

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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 …

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Benefits of Separate Revocable Trusts for Married Couples

In “4 Key Benefits of a Revocable Trust”, our Estates & Trusts team discussed the benefits of placing your assets into a revocable trust before your death or potential incapacity. Revocable trusts provide numerous benefits not enjoyed by individuals whose …

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