Trusts & Estates News

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

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

Estate Planning: Why It Matters

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.  Let’s start with the tough part:  admittedly, if you were going to be around forever you wouldn’t really need some elements of an estate plan.  Taken as […]

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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

Time to Reevaluate Your Estate Plan

The turn of the year is often a good time to review short and long-term financial objectives and strategies, particularly as they interrelate with your estate plan.  Right now, this process is more critical than ever for several reasons: Both the federal and New York State exemptions are greater in 2017 than they were in 2016, meaning […]

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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

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. Under current rules, interest in family business may be transferred to family members at a discount.  The specific amount of the discount varies depending upon a number of factors including restrictions in the partnership agreement and […]

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Cathleen Bahan Consulting

Planning for a Rainy Day – Using a Life Insurance Trust To Care For Your Loved Ones and Provide Liquidity For An Estate

Introduction 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. As people […]

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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

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