Tag Archives: Estate Planning

Benefits of Separate Revocable Trusts for Married Couples

Posted on August 27, 2020

In our post, “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 … →

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June Never Looked So Good for Estate Planning

Posted on June 8, 2020

The all-time low 7520 “hurdle” rate for June has made 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 … →

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Pennsylvania Inheritance Tax Has Changed For Some Children

Posted on February 4, 2020

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 … →

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What Happens If I Go Into A Nursing Home?

Posted on January 3, 2020

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 your assets going to the nursing home … →

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Charles Hadad – Estate Planning Seminar

Posted on November 5, 2019

Charles Hadad, Estate Planning Attorney, Will Teach NBI Trust Seminar Charles Hadad, estate planning attorney with The Lynch Law Group, joins an experienced panel of legal professionals in presenting the National Business Institute’s program, Trusts: The Ultimate Guide, on November … →

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Estate Planning Now Must Include Digital Assets

Posted on January 3, 2019

Chuck Hadad Discusses Estate Planning in Butler Business Matters Article Kyle Knapp keeps a little cha-ching in his cyber wallets, specifically, minimum balances of the digital currency Bitcoin and Ethereum. While many Butler area business people might not have jumped – … →

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Dynasty Trusts Offer Tax and Nontax Advantages

Posted on April 5, 2018

Dynasty Trusts – Preserving Your Wealth For Multiple Generations 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 Protect … →

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4 Key Benefits of a Revocable Trust

Posted on March 15, 2018

Many people assume that a Last Will and Testament (“Will”) is the most effective estate planning tool for passing on their assets to their beneficiaries and the template to structure their estate planning goals. However, any thorough estate planning discussion … →

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Chuck Hadad Will Teach Estate Planning Techniques For Younger Clients

Posted on December 20, 2017

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 Institute’s continuing education program, Estate Planning … →

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Coordinating Clients’ POAs, Advanced Directives and Wills and Trusts

Posted on September 18, 2017

Chuck 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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