January 2012
Kris Helms | Monday, January 9th, 2012 | 1 Comment »Happy New Year to you and your family from Greenhalgh Legal Services! Here’s hoping that 2012 is the best year ever for all of us!
Welcome To Our Email Newsletter Service! Starting this month, you are receiving our new email newsletter with important announcements about upcoming activities here at Greenhalgh Legal Services, important law changes, client workshops, and client appreciation events. Of course, if you want to discontinue receiving these emails, please let us know, but otherwise welcome aboard, and we look forward to keeping you up-to-date for many years to come via email!
Greenhalgh Legal Services Client Maintenance Plan is here! As of January 1, 2012, Greenhalgh Legal Services has a client maintenance plan for all our estate planning clients designed to give you and your family the utmost in protection with regard to avoiding guardianship, probate, and death taxes while ensuring that your estate passes to all your heirs in the most advantageous manner possible. Attached to this email is our flier detailing the features of this new service. Please contact our office with any questions that you may have, or to sign up. We will send you a contract right away.
Come to Our First Client Workshop of 2012! As Greenhalgh Legal Services email newsletter subscribers, you are the first to learn of our first client workshop for 2012. MFS representative David Jensen will be presenting at the Ironwood Room atKalahariResortConvention Center,1305 Kalahari Drive in Baraboo on Wednesday, February 15, 2012. Please callKris at (608) 355-0907 to reserve your spot today. This workshop will fill up fast.
Client Advisory Council! Many have you responded positively to our request to join the Greenhalgh Legal Services Client Advisory Council. Our first meeting will be January 12, 2012. We look forward to meeting with you and sharing ideas on ways we can improve our services to you and all our other valued clients. If you would like to participate in this endeavor, please contact Kris at (608) 355-0907 or by email at kris@greenhalghlaw.com.
Visit Our Website and Facebook Pages! If you haven’t done so already, please visit our revised firm website, www.greenhalghlaw.com. Also check out our Facebook page, Greenhalgh Legal Services, where we update you twice weekly with upcoming events in our area and legal developments.
Don’t Keep Us A Secret! If you believe that you are better off having addressed the important issue of estate planning in your life, please help your friends and family find us by providing us with their names and addresses. Don’t worry, we will not bother them. We would simply like to send them an invitation for a free initial consultation at our office. You may refer friends and family members to our firm by calling Kris at (608) 355-0907, or by e-mailing her at kris@greenhalghlaw.com.
Greenhalgh Legal Services will be closed in observance of Martin Luther King Day on Monday, January 16, 2012. We will reopen for business as usual at 8:00 a.m. on Tuesday, January 17, 2012. Please note this on your calendar in case you need to get in touch with us.
Pat and Lloyd Breunig are one set of your clients, who said you did trusts, and legal advice on what is the best way for us to handle our current assets, whether it be a revokable trust, will, etc.We do currently do have a will which is of course subject to probate upon our death.
Can we give you a call regarding the above. We currently have a home, shop and 3.1 acres of land with it. We also are 50% owner of a 40 acre parcel along hwy 12, with a small home on it.
We would like to somehow make sure our daughter and son in law, and grand daughter, get these properties. Are there penalities to selling our homestead to them, of course at a lower price than we would get selling it on the market.
Is there still a once in a lifetime sale of a home w/o being taxed for any profit?