Tax & Estate Planning Guides

2024 Barnes Dennig Estate Planning Guide

Estate Plans Are for Everyone

There’s a common misconception that estate planning is only for the uber-wealthy, but the truth is that estate plans are for everyone. Anyone who owns property — home, car, bank account, 401(k), collectibles, family heirlooms, etc. — needs an estate plan.

Get your copy of this complimentary estate planning guide to learn how to:

• Create a valid and up-to-date will
• Detail your wishes regarding end-of-life scenarios
• Establish powers of attorney so a trusted person can legally handle your financial and medical concerns
• Tax protections that can preserve your assets for your beneficiaries
• Specific trusts or other clauses to protect assets, direct benefits, and more

2023 Year-End Tax Planning Guide

Strategies for Individual Taxpayers

A good way to start your year-end tax planning is by identifying any changes in your personal situation that may affect your taxes. A change in your marital status, a move, a job change, a new business, retirement, a new dependent or loss of one—any of these life events would likely have a tax impact. Similarly, you’ll want to be alert to any tax law changes that may present planning opportunities.

Check our our 2023 Year-End Tax Planning Guide to learn more about what you should pay attention to when preparing your taxes.