Greenhalgh Legal Services LLC

Happy March everyone! We are super busy here at Greenhalgh Legal with trust and estate tax returns on top of our normal caseload, but it sure makes the days go by quickly! Get out and enjoy the longer days and warmer weather this month! P.S. Happy St. Patrick's Day to all you Irish folks! I've included a press release below on my wife's recent appointment to the Board of Directors for the Baraboo Range Preservation Association. She's quite an accomplished lady!

• Attorney Greenhalgh will be out of the office March 15, 2024 - March 22, 2024.

• Don’t forget that Central Daylight Savings Time begins at 2:00 a.m. on Sunday, March 10, 2024! Be sure to set your clocks ahead one hour on the evening of Saturday, March 9, 2024 so you don’t miss church!

• Also, don’t forget that in addition to your Form 1040 and Form 1 federal and state income tax returns, you need to file a Form 709 United States Gift Tax Return by April 15, 2024 for gifts made to any individuals in excess of $17,000.00 during the calendar year 2023.

If the time comes that your loved one can no longer live without a higher level of care than you are able to provide, you may be faced with the decision to move them to an assisted living or skilled nursing facility. This can be very stressful both emotionally and financially. There are programs available to assist with the costs. Greenhalgh Legal Services LLC provides a full range of services for elderly individuals who are facing the prospect of long term care and who seek to maximize asset protection strategies under today's ever-changing laws. If you or a loved one appear headed for long term care, please contact our office immediately for a consultation

Estate planning is the process of creating the documentation that identifies your plan to insure your wishes are carried out and instructions for your assets and your care upon your incapacitation or death.

Proper estate planning can:

• Minimize taxes, court costs, and legal fees
• Name a guardian for your children
• Provide instructions for your care if you become incapacitated
• Provide instructions for passing on your assets
• Provide life insurance, disability insurance, and long-term care insurance
• Provide for the transfer of your business(es)
• Provide for loved ones in various situations
• Better preserve your estate
• Avoid family disputes

Contact our office today to review your current estate plan or have a new consultation.

Follow our firm’s estate planning blog—Wisconsin Estate Planning 101 for the latest information on estate planning and related news from William F. Greenhalgh.

Click on the link below to see our blog titled "How to Save the Homestead from Medicaid Spenddown and Transfer Full Basis Step-Up to Your Heirs!"

If you haven't done so already, check out our Facebook page, Greenhalgh Legal Services, and follow us on Twitter, @greenhalghlegal, where we update you with upcoming events in our area as well as breaking legal developments.

You and your families matter to Greenhalgh Legal Services LLC. We appreciate your business and referrals!

Greenhalgh Legal Services LLC is the current incarnation of a law firm begun over 70 years ago in Baraboo, Wisconsin by Atty. Robert L. Greenhalgh. Today, Bob’s son, Atty. William F. Greenhalgh, carries on the firm’s traditions of honesty, integrity, and the highest quality legal services in its core practice areas of estate planning, estate administration, and elder law.

Email: bill@greenhalghlaw.com
Website: greenhalghlaw.com
Location: 202 Broadway Street, Baraboo, WI, USA
Phone: (608) 355-0907
Facebook: https://www.facebook.com/greenhalghlaw
Twitter: @GreenhalghLegal