Why Reviewing Your Estate Plan Is Just as Important as Creating One You signed your will. You set up your trust. You named your beneficiaries. You did the hard work, and you felt the relief that comes with knowing your affairs are in order. But here is the thing:...
How a Probate Lawyer Can Simplify Estate Administration in Illinois When a loved one passes away, families are often left with more than grief. They must also handle a long list of legal and financial tasks. One of the most important is probate, the court-supervised...
Introducing Kelleher + Holland, LLC's Irrevocable Crypto Trust (ICRYPT©, all rights reserved), a legal innovation to safeguard cryptocurrency and digital asset investments, such as Bitcoin, XRP, Ethereum, Solana, Cardano, various ETFs, and many others, etc. ("Crypto...
Preparing for the Inevitable: Creating Your Legacy Binder Planning for the unexpected isn’t easy — but it’s one of the most meaningful ways to protect and support the people you love. A legacy binder (sometimes called a “family preparedness file”) is a simple but...
For the full PDF, click here: Back Door Slats And Ohio Legacy Trusts: A Solution For Sunset Uncertainty? As of the writing of this article, the exemption amount is $13,990,000 per person and the temporarily doubled bonus exemptions are scheduled to sunset as of...
Choosing a trustee is one of the most critical decisions in creating a trust-based estate plan. A trustee manages assets, adheres to your trust’s terms, and serves your beneficiaries’ best interests. Here are key factors to guide your selection process. Competency and...
The current tax landscape presents significant opportunities. On July 4, 2025, President Trump signed the “One Big Beautiful Bill Act” into law, making many provisions of the Tax Cuts and Jobs Act permanent, including lower individual tax rates, the 20% Qualified...
For many families, the vacation home holds an almost sacred place in the heart, where toddlers became teens, where holidays meant fireflies, fireworks or fireplaces, and where generations gathered without the distractions of daily life. But behind the memories, there...
It’s National Pet Day, and for many of us, our beloved pets are not just our best friends, but they are family. They give us tremendous joy and love and support every day. There are emotional attachments and financial investments as well, especially with larger...
Your estate plan isn’t a “set it and forget it” document—it’s a dynamic framework that should grow and change as your life evolves. Ensuring your plan reflects your current wishes and circumstances is critical for protecting your legacy, providing for loved ones, and...
