Insights
Discover the must-know takeaways from our recent webinar on updating wills, trusts, and estate plans. When you’ve experienced a major life change–like marriage, divorce, the birth or adoption of a child, or a move to Pennsylvania— making sure your legal documents are in order is a must do! Lehigh Valley experts share practical insights on how legal guidance can protect your future. Don’t miss the replay!
Interested in learning more? View our complete Getting LINC’d webinar series HERE. Other topics include Volunteerism, Financial Wellness, and Home Ownership.
Listen as our expert panel dives into how planning for your future is something that everyone should do to protect yourself and loved ones.
Taylor R.D. Briggs, Esq., Associate at Norris McLaughlin, P.A. and Alexander D. Magid, Esq, CTFA, Senior Trust Officer and Senior VP at Univest Bank and Trust Co. joined LINC to share just how important it is to plan ahead, no matter what stage of life you’re in. Here a few key takeaways, but be sure to check out the full recording!
The panel suggested two action items to get started:
Joining Katelyn Mack, LINC’s President are two knowledgeable leaders from Lehigh Valley organizations that can assist the community in planning for the future.
Taylor is an attorney who offers a comprehensive suite of estate planning and estate administration services. She drafts detailed estate plans—including wills, trusts, business succession plans, and powers of attorney—and advises clients on avoiding common pitfalls while preparing their loved ones for fiduciary roles. Taylor also assists with all aspects of estate and trust administration, such as preparing complex Pennsylvania inheritance tax returns, court accountings, and fiduciary releases, while advocating for beneficiaries’ rights in disputes and litigation. Additionally, she manages tax controversy matters by collaborating with accountants to resolve non-filer cases, penalty abatements, hobby loss rules, and fraud.
Taylor earned her J.D. from the American University Washington College of Law and her B.A. from Lehigh University. Taylor is originally from Minnesota where she grew up working at her family’s marina and boat dealership. At Lehigh University, Taylor volunteered for Turning Point of the Lehigh Valley and served on the University Committee on Discipline. Today, Taylor is an active member of the Northampton County Bar Association (NCBA).
Alex is a Certified Trust and Financial Advisor (CTFA) and a licensed attorney in the Commonwealth of Pennsylvania and the United States District Court for the Eastern District of Pennsylvania. He is also a member of the Pennsylvania Joint State Government Commission Advisory Committee on Decedents’ Estates and Trust Laws.
In his current role, Alex serves as the primary salesperson for the trust business, managing a comprehensive portfolio with a focus on Special Needs Trusts (SNTs), high net-worth individuals, and complex estate plans. With over 10 years of experience in the financial services industry, Alex helps clients navigate complex estate plans by providing expert problem-solving guidance, ensuring their wishes are fulfilled, and addressing any challenges that arise. He actively administers trusts, overseeing the management and execution of trust provisions to ensure compliance and optimal outcomes for beneficiaries.
Alex’s motivation for becoming a trust officer stems from his transition from private practice in estate planning to administering trusts on the bank side. This shift allowed him to leverage his legal expertise in a new and fulfilling way, making a positive impact on the lives of his clients.
More videos are available in the Getting LINC’d webinar series.
Check out any of the webinars in the series:
If you have ideas for future webinars, please reach out to [email protected].
MACUNGIE
Valley Preferred Cycling Center – Home to thrilling track cycling races, this outdoor velodrome draws both world-class athletes and excited spectators in Spring and Summer.
Hawk Mountain – A premier spot for hiking and birdwatching, offering breathtaking views and a chance to see migrating raptors up close.
Grange Park – A spacious community park offering sports fields, playgrounds, splash pad, and scenic trails, ideal for family outings and outdoor fun.
SAUCON VALLEY
Saucon Rail Trail – Perfect for walking, jogging, or biking, this rail-trail blends nature with a bit of local history.
Promenade Shops – Stroll through this upscale outdoor shopping center, featuring a variety of premium stores and eateries.
Hellertown – A quaint town offering a cozy mix of small-town charm, local dining, and cave tours at Lost River Caverns.
EASTON
Crayola Experience – Immerse yourself in color and creativity with interactive exhibits that bring the Crayola world to life for all ages.
Easton Public Market – Savor fresh, local eats and shop for artisanal goods at this vibrant indoor market in the heart of downtown Easton.
Farmers Market – America’s longest-running farmers’ market offers farm-fresh produce, baked goods, and more in a lively community setting along the river.
Silk Mill – Discover art and culture in this revitalized historic area featuring galleries, studios, and easy access to the scenic Karl Steiner Arts walk.
ALLENTOWN
Downtown Allentown – There’s so much to explore and experience in downtown Allentown. Stop by the PPL Center, DaVinci Science Center, a local music and arts festival, or vibrant restaurant.
West End – With shops, restaurants and entertainment the West End Theatre District is one of the Lehigh Valley’s most charming neighborhoods.
Allentown Fairgrounds Farmers Market – Not your average market! Stock up on your favorites and find just about anything you need.
DaVinci Science Center – Dive into hands-on science exhibits that spark curiosity and excitement for all ages at this family-friendly downtown Allentown destination.
CARBON COUNTY
Mauch Chunk Lake Park – Splash and play the day away. Visitors can enjoy clean, sandy beaches and beautiful woodland views. Fees apply.
POTTSVILLE
Yuengling Brewery Museum and Gift shop – Learn about the history of America’s oldest brewery and enjoy a free tour of the brewery established in 1829.
Knoebels Amusement Resort – Located in Elysburg, America’s largest free-admission amusement park has 60 rides for all ages. The park also boasts a pool, campground, and golf course.
GREATER HAZLETON
Hazleton Art League – Fosters and promotes the arts through education, exhibitions, and cultural events including an art gallery and programs like drawing, painting, photography, and pottery.
Mountain Top – A beautiful, quiet community nestled atop the Pocono mountains offers a mix of suburban and rural living.
Eckley Miners’ Village – Sitting atop the world’s largest concentration of anthracite coal, visitors can explore a 19th-century company mining town and learn about the lives of families who fueled America.
HISTORIC Bethlehem
Historic Bethlehem – Step into history and luxury at this iconic hotel, offering elegant stays with a charming view of downtown Bethlehem and steps from a UNESCO World Heritage site.
Wind Creek Event Center – Enjoy top-tier entertainment, from concerts to comedy, in this modern venue nestled in the heart of Bethlehem.
D&L Trail – Hike or bike this scenic Delaware and Lehigh National Heritage Corridor trail that winds 165 miles through stunning landscapes, following a historic canal route.
