Curtis P. Patalano

Resources

The following are practical resources you can use for your business or your personal needs.

Record Retention Guide

It is important to hold onto your business records in case of an IRS audit or other examination. Retaining unnecessary records will soon exceed storage space available for most businesses. This record retention guide should assist you in determining what records you must retain. Click Here

Will Consultation Checklist

Before you visit the Law Office of Curtis P. Patalano for a will consultation, you may wish to review the following checklist. Click Here

Comprehensive Will Consultation Checklist

The following is a more comprehensive checklist. It will be helpful if you complete this form before our first meeting. You should write longer responses on a separate sheet of paper. Also, remember to write down any concerns you have. Be sure to contact my office if you have any questions. Click Here

Curtis P. Patalano, LLC
Attorney at Law

(508) 528-0003
195 Main Street, Suite 5
Post Office Box 254
Franklin, MA 02038-0254

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The Law Office of Curtis P. Patalano, LLC

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