Trusts & Estates News

Holm & O’Hara LLP Releases Estate Planning: “What is Truly Important to You” Brochure

Estate planning is a topic that most people would rather defer, for obvious reasons.  But it becomes a much more attractive subject once you understand its real purpose. Our publication, “What is truly important to you,” provides more information about strategic estate planning, including some composite case studies to show how different estate plan scenarios could […]

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Cathleen Bahan Consulting

December 2016 Trusts & Estates Update

As one year closes and another begins, it is useful to evaluate your current state of affairs in light of your future goals and aspirations. Estate planning is an integral part of financial planning that prepares you and your family for an uncertain future in the context of your wishes for your legacy. Click here […]

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Cathleen Bahan Consulting

Holm and O’Hara LLP Releases “Triple Net (NNN) Leased Properties” Brochure

Many real estate investors are making NNN properties their vehicle of choice for a wide range of reasons, including reduced management responsibilities and significantly lower operating costs.  Our NNN overview provides a guide to determining whether NNN properties are right for you, along with some tips for selecting property.  We include 5 case studies (drawn […]

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Cathleen Bahan Consulting

Holm & O’Hara LLP Fall 2016 Newsletter

Now is the time to distribute shares in your family business. A proposed new IRS regulation could eliminate the tax advantages of transferring interest in family-owned businesses to family members…. Click here for the full version.

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Cathleen Bahan Consulting

Holm & O’Hara LLP Summer 2016 Newsletter

Many financial planners suggest people create a “rainy day” fund to handle unexpected cash needs that come up, like a car repair or an unexpected increase in a child’s after-school activity. But many people do not realize that having this type of liquid fund is an important part of estate planning, too. Click here for […]

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Cathleen Bahan Consulting

March 2016 Trusts & Estates Update

As one year has closed and another begun, it can be very useful to evaluate your current state of affairs in light of your goals and aspirations for the future. Estate planning is an integral part of financial planning that can prepare you and your family for an uncertain future in the context of your […]

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Cathleen Bahan Consulting

Holm & O’Hara LLP Welcomes Ashley I. Charen, Esq.

HOH welcomes Ashley I. Charen, Esq. as an associate in our Real Estate and Trusts and Estates practices.    

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Cathleen Bahan Consulting

September 2015 Newsletter – Considering Your Estate Plan

Engaging the Inevitable: Considering Your Estate Plan Nobody wants to think about the end of life, but everyone experiences it. Having a solid estate plan in place before you get to that point can give you peace of mind that your wishes will be honored, both for your own end of life care and for […]

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Cathleen Bahan Consulting

Holm & O’Hara LLP Welcomes George Martin, Esq.

HOH welcomes George Martin, Esq., as an associate in our Trusts and Estates practice.

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Cathleen Bahan Consulting

Winter 2015 Newsletter – Eye on Estate Planning

Eye on Estate Planning In this HOH update, we focus on one of the most complex and least understood aspects of creating enduring financial security:  estate planning.  Below are links to news items and articles from trusted third party sources that address timely developments and potential opportunities in estate planning.  If any of them pique your […]

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Cathleen Bahan Consulting

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