Greenhalgh Legal Services LLC

Happy New Year everybody! Here's hoping 2024 is the best year yet for you and your family! Our firm remains dedicated to helping you with your estate planning, estate administration needs, and Medicaid planning, so please do not hesitate to contact us anytime you need assistance in our core areas of practice.

• Our office will be closed on January 15th, 2024 in honor of Martin Luther King, Jr. Day.

Annual services include (1) free amendments to your estate planning portfolio, (2) a new Financial Power of Attorney Form, (3) trust funding documentation, (4) tracking and verification of the assets titled in your living trust, (5) free telephone calls to our firm during normal business hours, (6) an annual estate plan review with Atty. William F. Greenhalgh, (7) a Family Care Meeting with you, any family members of your choice, and any other professional advisors, (8) an annual financial plan review, (9) invitations to all client workshops on legal services and financial services, and (10) invitations to all client appreciation events.

Not on our Client Maintenance Plan? Join today and enjoy the benefits of our Client Maintenance Plan for all of 2024!

Please note that the Client Maintenance Plan renewal fee must be received by January 15, 2024.

Call us at (608) 355-0907 to schedule a telephone conference appointment today to make sure your current estate plan is in order.

Here are some things to keep in mind as you review your estate plan:

• Living Trusts should be reviewed with your attorney every two to three years.
  
• A living trust might be more beneficial to clients than a Will especially if privacy is important.
  
• Life events happen. If you experienced a life event since your estate plan was written, i.e. marriage, divorce, or death of someone named in your estate, you need to review you estate plan today.
  
• Encourage your friends and family members to get their estates in order.

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. We appreciate your business and referrals!

Greenhalgh Legal Services 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