Great-grandma’s favorite necklace….Grandpa’s monogrammed cuff links…your favorite family portrait. Who will inherit these treasured items after you’re gone? If you have children, chances are that your Will leaves all of your “personal effects” to your children in equal shares as they shall agree, or something along those lines. If you do not have children, perhaps […]
For many families, back-to-school time means preparing your college-bound child for life away from home. Something to consider is creating power of attorney and health care documents for them. Kelleher + Holland can help you and your family prepare the necessary documents. Did you know that once your child turns 18, access to their medical […]
In May of 2023, KH attorneys successfully represented clients being sued for $15 million in a FINRA arbitration case for allegedly raiding employees from a business competitor. After a week-long arbitration hearing, the FINRA panel found KH’s client not liable resulting in a huge win for the client! The claimant alleged our clients conspired to […]
Prenuptial agreements are too often viewed as a way to defend yourself and your assets, when ultimately they many times act as long-term peace-providing solution, providing harmony to marriages while alleviating the fears of conflict and unknowns of divorce. Couples planning to marry can designate assets as separate or non-separate property, many times reducing grief, […]
For many of us, our beloved pets are an integral part of the family. There are emotional attachments and financial investments as well, especially with larger animals such as horses. Pet trusts are legal arrangements in which a person provides for the ongoing care of their pets after they pass away or become incapacitated. In […]
Establishing a trust can protect your assets and properly allocate your wealth and assets among your beneficiaries at the time of your passing. You may fear that merely transferring wealth will not promote positive behaviors or reinforce core family values. This is why you may want to implement an incentive trust. An incentive trust may […]
MBBI Trends in M&A Podcast Monthly conversations with innovative leaders and deal makers in mergers and acquisitions. Episode 13 • 1st August 2022 • MBBI Trends in M&A • MBBI Midwest Business Brokers and Intermediaries with Special Guest Keith Zerman, Kelleher + Holland. Listen at the MBBI Podcast Page
On September 29, 2022, the U.S. Treasury Department’s Financial Crimes Enforcement Network (FinCEN) issued a rule requiring most corporations, limited liability companies, and other entities created in or registered to do business in the United States to report personal identifying information about their company owners to FinCEN. Companies in existence before January 1, 2024 will […]
Spring has finally arrived (even if we are still waiting for those warm, sunny days)! And spring means Mother’s Day and Father’s Day are right around the corner. What Does Your Family Look Like? Maybe you’re a parent, or maybe you’re not. Even if you don’t have children of your own, are there are other […]
Has Someone Named You as Their Power of Attorney? If someone (called the “principal”) has named you as agent under his or her Durable Power of Attorney (“DPOA”), and you have agreed to act for that person, you should understand your responsibilities and duties to the principal. You are a “fiduciary”, and as a fiduciary, […]
