Family Gatherings Can Provide a Chance to Reflect

We wish you a happy and healthy Thanksgiving 2024. May your table, stomach, and heart all be full.

Thanksgiving is a time when we may be seeing family that we haven’t seen in a while. It is a great opportunity to assess whether there have been any changes that require attention. Are Mom and Dad becoming forgetful? Do they need extra help at home? Have there been any physical or mental/emotional changes that require treatment?

Seeing changes in family that you don’t see often can feel hard, but open discussions and acting now can prevent further problems down the road. Are estate plans in order? Is it time to revisit any previously executed documents? Should you consider protecting your parents’ assets against Medicaid? We can help. We can provide advice and assist in formulating a plan.

If we can be of assistance to you, please reach out. We are only a phone call or e-mail away, and ready to talk turkey.

Have a very Happy Thanksgiving!