On Friday, November 29th, attorney Paula Mattson-Sarli provides encouragement for checking estate planning off 2024's to-do list as we look at this year coming to a close.

Our office is grateful for our clients, referral sources and colleagues. It is rewarding to help clients with this type of law. As Thanksgiving just ended and we look forward to the rest of the holidays and then the New Year, we want to remind you that there is still time to cross things off your resolution list such as estate planning.

We can discuss Medicaid qualification, estate planning, elder care planning or if you have concerns about incapacity. Or perhaps your documents are over 10 years old, and you just want them reviewed. We are here to support you.

It’s also important to think about your retirement accounts and to possibly have discussions with your CPA or financial advisors about year-end contributions or gifting.

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