Trusts & Estates News

Trusts & Estates Update – Winter 2019

With the onset of the 2018 tax season, the impact of the Tax Cuts and Jobs Act (Pub. L. No. 115-97) (“TCJA”), passed quickly at the end of 2017 is becoming more apparent. One year after the enactment of the new law, its wide-ranging effects on both individuals and companies are coming more clearly into […]

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Cathleen Bahan Consulting

Naughty and Nice: Tips for Post-Holiday Estate Planning

The holidays are over.  The champagne flutes and decorations are stowed away, and the prospect of spending hours feasting and reminiscing with your nearest and dearest at is again at a safe distance in the future.   The holiday season offers an opportunity to reflect on the people in your life and how you may […]

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Cathleen Bahan Consulting

Estate Planning: The Fun and the Factual ​

Very few people enjoy estate planning. After all, who wants to think about why you need an estate plan in the first place? But as with many human endeavors, estate planning does have a lighter side. Here are five fun facts from Holm & O’Hara LLP lead Trusts & Estates Partner Chaya Biskin-Sitko, who compiled them […]

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Cathleen Bahan Consulting

Michael L. Landsman Presented “The Basics of Estate Planning”

Holm & O’Hara Co-Managing Partner Michael L. Landsman gave the presentation “The Basics of Estate Planning” for Marcus & Millichap (Montclair, NJ) on June 13, 2018.

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Cathleen Bahan Consulting

Trusts & Estates Update – Spring 2018

As spring makes its slow, but eventual, arrival, it is a perfect time to evaluate your current state of affairs in light off 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 […]

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Cathleen Bahan Consulting

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

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