Greenhalgh Legal Services LLC

Happy April everyone! We are super busy here at Greenhalgh Legal Services with trust and estate tax returns on top of our normal caseload, but it sure makes the days go by quickly!

We all love April Fool's Day jokes, but don't pull one on yourself if your estate plan is outdated and in need of review! Let me check your estate planning documents to be sure they are up to date with recent law changes in estate taxes and distributions from IRAs. You also want to be sure all your assets are properly titled, and your beneficiary designations for life insurance, annuities, and tax deferred retirement accounts are correctly stated. These are easy things to overlook, so don't prank yourself this April 1. Call our office for a free estate plan review at (608) 355-0907. You'll be glad you did!

Below you will find a few pictures of my recent trip to California.

• 2023 federal and state income tax returns are due April 15, 2024.

• Also don’t forget 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.

Your estate plan still needs a little sprucing up from time to time. Spring is the perfect time to evaluate your estate plan to ensure that it continues to meet your needs, or to finally set one up.

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.

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 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 free consultation

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