Kelleher + Holland, LLC’s corporate law team is your dedicated partner in navigating the complex landscape of business legalities and regulations. As your advocates, we seek the most economical and timely solutions to achieve results. In addition to the knowledge we have gained from operating our law firm, several of our attorneys are also CPAs, […]
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 […]
Starting a business and getting married are two major life events that nobody anticipates to fail, but divorce or separation can happen to anyone, and it can threaten the survival of your business. To prevent this, it’s essential to plan ahead and take steps to protect it. If you own a business before getting married, […]
Kelleher + Holland, LLC has the resources and connections to help with life insurance planning. Life insurance is a unique asset that is usually income tax-free and asset protected at death. Quite amazingly, with proper trust planning, life insurance can be totally tax-free, meaning income tax-free and estate and transfer tax-free upon death. Unfortunately, far […]
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 […]
Planning for the end of your life can feel stressful and overwhelming. But planning is key to retaining control, alleviating administrative headaches, and getting more of your assets to your family by way of avoiding unnecessary taxes, fees & expenses. The Disability and Death Expense Funnel illustrates potential outflows of wealth from your estate if […]
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, […]
BIAT provisions can be added to almost all new and existing revocable living trusts, retirement benefit trusts and irrevocable trusts such as spousal lifetime access trusts (SLATs), irrevocable life insurance trusts (ILITs) and the like. We strongly recommend that you review your plan periodically and make updates as necessary. Failing to do so could result […]
Congress and the White House are spending the first half of 2023 debating how to handle an increase in the nation’s debt ceiling as the United States is more than $31 trillion in debt and counting. In addition, the deceptively-named Inflation Reduction Act of 2022 allocated funds for hiring 87,000 new agents for the Internal […]
