Estate Planning
Services
Irrevocable Life Insurance Trusts + Life Insurance Planning
An Irrevocable Life Insurance Trust (ILIT) and life insurance planning are created to own and control a term or permanent life insurance policy or policies while the insured is alive, as well as to manage and distribute the proceeds that are paid out upon the insured’s death.
Kelleher + Holland, LLC can help you develop these plans and provide you with some peace of mind.
Revocable Living Trusts + Wills
A revocable trust can help keep you and your assets out of a court-supervised guardianship and to allow your beneficiaries to avoid the costs and hassles of probate. Kelleher + Holland, LLC would be happy to assist you in structuring trusts and wills to your benefit.
Retirement Benefit Trusts
Retirement benefit trusts (RBTs) are excellent instruments for planning a stress-free retirement. If you have significant assets in a qualified retirement account such as an IRA or 401k, then you should consider setting up a special type of revocable living trust that is designed to be the beneficiary of the account after you die.
Rely on Kelleher + Holland, LLC to be a reassuring ally in the creation of these trusts and provide peace of mind.
Charitable Trusts
A charitable trust is made for the benefit of specific charitable purposes. Additionally, charitable trusts are favored by the law. They do not have to have definite beneficiaries because the party who enforces the trust is the attorney general. Also, charitable trusts are not subject to the rule against perpetuities.
Kelleher + Holland, LLC can manage the establishment and administration of these trusts and be your guide through the process.
Our proprietary BIAT trust provisions create a streamlined solution to most new and existing estate plans, including revocable living trusts, retirement benefit trusts and irrevocable trusts, such as spousal lifetime access trusts (SLATs) and irrevocable life insurance trusts (ILITs).
CLICK HERE to learn more about our BIAT trust provisions
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.
HIPAA Authorization - waives the protection of your child's private medical information from being released, allowing you to discuss your child’s medical situation with their doctor in appropriate circumstances
Power of Attorney for Health Care - gives you the authority to make medical decisions on your child's behalf
Power of Attorney for Property - allows you access to your child's finances such as credit card bills, rent & utilities, bank account transactions, tuition, etc. if needed
Living Will - states your child’s wishes regarding life-sustaining treatment in the event of a terminal illness or incurable injury if they are unable to communicate
Our 3-minute video provides instructions and tips for you and your child to fill out the online worksheet needed to start the process.
CLICK HERE to begin your power of attorney directives worksheet!
ADDITIONAL ESTATE PLANNING SERVICES
Wills | Asset Protection Planning | Elder Law | Medicaid Planning | Special Needs Trusts | Pre and Postnuptial Planning | Beneficiary Income Accumulation Trusts (BIAT) | Spousal Lifetime Access Trusts (SLAT) | Grantor Retained Annuity Trusts (GRAT) | Intentionally Defective Grantor Trusts | Domestic Asset Protection Trusts | Estate + Gift Tax Returns | Family Limited Partnerships | Family Limited Liability Companies
