Tax Planning Guides | Estate Planning Guides | OH IN KY

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
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2024 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.

Our exclusive 2024 Year-End Tax Planning Guide shows what you need to know about preparing your taxes.

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