Whatever your “family” looks like, this is the perfect time to consider those who are special to you.
Author Archives: alehrfeld
30
Apr
Apr
If someone has named you as agent under a Durable Power of Attorney, you should understand your responsibilities and duties to the principal.
06
Apr
Apr
Before the onset of the COVID-19 pandemic, your business ran without a hitch. Supplies came in a timely manner. Employees came to work per usual. Contracts were performed and completed by the due date. Then, the world changed. Suppliers ran out of inventory and either filled orders late, or not at all. Similar problems arose […]
04
Apr
Apr
Although many advisors expected considerable and unfavorable revisions to estate and tax laws in 2021, last year’s legislative proposals resulted in little change. In fact, the 2022 federal gift and estate tax exclusion amount is now at an all-time high of $12.06 million. As this amount is scheduled to be reduced to $5 million (adjusted […]
Estate Trust + Administration
A Professional Trustee Could Save Your Family — In More Ways Than You May Think
04
Apr
Apr
When setting up an estate plan, one of the most important decisions that you need to make is who will manage your affairs following your death. This will be your Executor (named in your Will to handle your probate estate, as well as some other matters, such as tax filings) and your Successor Trustee (named […]
08
Mar
Mar
The laws surrounding digital estate management are not keeping up with developing technology; digital estate planning can help ensure your beneficiaries…
31
Jan
Jan
Kelleher + Holland, LLC is proud to recognize our attorneys’ latest achievements in the legal industry.
14
Jan
Jan
Effective January 1, 2022, employers will need to comply with significant new rules which restrict the use of employee non-competition and non-solicitation provisions.
13
Jan
Jan
Tax Planning Opportunities Multiple proposals regarding estate tax exemptions and rates came and went during 2021, with little change to the law. This means there is still time to take advantage of the “perfect storm” of planning opportunities available in 2022. The IRS has announced the following changes to the estate and gift tax exclusions […]
Estate Planning, Banking + Finance, Tax + Asset Protection, Commercial Real Estate
Tips for Success When Purchasing a Business
29
Dec
Dec
Many people dream of owning their own business, which can bring a great deal of financial and career freedom if it is done successfully. However, purchasing a business can also be risky and stressful if it is not done well. Thankfully, we have compiled some of the best tips for success when purchasing a business. […]