In order to provide the highest caliber of legal services, we work diligently to stay up-to-date on legislative changes, landmark legal rulings, and other financial, legal, and healthcare-related issues affecting our clients. When we learn of news or read reports or articles that may interest our clients, we share it here and help you understand how it might impact you.

RECENT NEWS

CAPITAL GAINS TAX: A CHARITABLE TRUST MAY BE THE ANSWER

APPRECIATED ASSETS CAN MEAN HIGH CAPITAL GAINS Many individuals own stock with an extremely low basis, the sale of which would result in significant...



Maureen E. Kehoe presents Wills, Estates and Trusts

Maureen E. Kehoe will be giving a presentation on Estates, Wills and Trusts at Beacon's Stewardship Weekend in Summit on Saturday, March 23 at...



GRETCHAN R. OHLIG BECOMES PARTNER

We are pleased to announce that Gretchan R. Ohlig has become a partner in our firm, and we are now Phelan, Frantz & Ohlig, LLC. The firm will...



FIVE THINGS TO KNOW BEFORE MAKING AN OFFER ON YOUR DREAM HOME

At Phelan, Frantz & Peek, we love working with first-time home buyers and introducing them to the home buying process with its ups and downs,...



RECIPE FOR A TRUST

You’ve decided you want to set up a trust but telling your attorney that you need a ‘trust’ is like telling a baker that you need a ‘cake’...



WHY EVERY COLLEGE FRESHMAN NEEDS A POA

Hate to say it, but August is the beginning of the end of summer! It is an exciting time for the college kids in your life, especially for the new...