Matthew Schwartz – Attorney at Lange Legal Group, LLC

The Lange Legal Group LLC



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Lead Estate Attorney Matt Schwartz of the Lange Legal Group. Go to for more infoMatt has been practicing law since 1997. Since 2003, Matt has been working with the Lange Legal Group clients to implement sophisticated estate plans with a strong emphasis on tax-savvy planning, particularly with clients with significant retirement accounts.

A combination of technical knowledge, empathy for his clients’ personalized situations, and the ability to create individualized tailored solutions is what has allowed Matt to excel as the lead attorney at the Lange Legal Group.

When Matt is not working, he enjoys spending time hiking with his wife, Beth, connecting with friends and family, and exercising.

  • The Financial Planning Association of Pittsburgh
  • The Western Pennsylvania Tax Conference
  • The Allegheny Tax Society
  • Assisting in legacy planning with the Jewish Federation of Greater Pittsburgh Foundation, the Pittsburgh Foundation, and his synagogue, Temple Emanuel of South Hills.

March 7, 2019 – The Devil is in the Details – Understanding Annuities
November 6, 2018 – Roth IRA Conversions of After-Tax Money: Beware of the IRA Aggregation Rules
October 23, 2018 – Unprecedented 2018 Roth IRA Conversion Opportunities
July 12, 2018 – Planning For The End: Why Your Will Is Important
April 17, 2018 – What Happens If You Don’t Have A Will?
April 2, 2018 – Simplify Your Life After the New Tax Act and Terminate that Irrevocable Life Insurance Trust