What Our Clients Say
Free Living Trust and Long-Term Care Seminars
VERNON |
HAMILTON |
|
| Wednesday, November 20th
9:30 am to 11:30 am Vernon Downs Hotel 4229 Stuhlman Road (morning) |
Thursday, November 21st
9:30 am to 11:30 am Hilton Garden Inn 74 State Street (morning) |
COVID-19:The seminars will be given in large rooms to allow for social distancing.
Masks will be required. We want everyone to be safe and stay healthy.
Take Care of the People You Love
Reserve Your Seat
Free Living Trust and Long-Term Care Seminar
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Call (315) 472-6511 NOW to reserve your seat!
Our Clients
Our clients come from all walks of life and range in age from their early twenties to their late nineties. Some have modest estates, and others have very large estates. Our clients are single, married, and sometimes divorced. Many have children, others do not.
The one thing they all have in common is a desire to protect their loved ones. They want to ensure that in the event of serious illness and at the time of death, there will be a plan in place to make things as easy as possible and avoid the loss of assets that were built over a lifetime.
Our Clients
Our clients come from all walks of life and range in age from their early twenties to their late nineties. Some have modest estates, and others have very large estates. Our clients are single, married, and sometimes divorced. Many have children, others do not.
The one thing they all have in common is a desire to protect their loved ones. They want to ensure that in the event of serious illness and at the time of death, there will be a plan in place to make things as easy as possible and avoid the loss of assets that were built over a lifetime.
What Is Estate Planning?
Estate Planning is the creation of a written plan for managing and safeguarding your wealth while you are alive and eventually distributing as much as possible to those you care about at death. It forces each of us to face the financial and emotional consequences of disability, death, and taxes and requires positive action to minimize the effects on those we care about.
An Effective Estate Plan Must Address 5 Important Areas:
1. Control of your medical care if you are unable to communicate;
2. Management of your affairs in the event you suffer a serious disability;
3. Avoiding the loss of your assets due to a long‑term illness;
4. The orderly distribution of your assets at death;
5. At the time of death, the reduction or elimination of income taxes, capital gains taxes, and, for some, estate taxes.
We have the knowledge and experience to protect you, your family, and your loved ones.
The Following Is a List of Some of What We Can Do for You:
Revocable Living Trusts
Irrevocable Living Trusts
Medicaid Trusts
Testamentary Trusts
Last Will and Testaments
Powers of Attorney
Health Care Proxies
HIPAA Authorizations
Living Wills
Estate Administration
Probate of Estates
Medicaid Planning
Medicaid Transfers
Income Tax Planning
Capital Gains Tax Planning
Guardianship Proceedings
Long-Term Care Planning
Estate Taxation
Limited Liability Companies
Corporations
Real Estate Closings
Revocable Living Trusts
Irrevocable Living Trusts
Medicaid Trusts
Testamentary Trusts
Last Will and Testaments
Powers of Attorney
Health Care Proxies
HIPAA Authorizations
Living Wills
Estate Administration
Probate of Estates
Medicaid Planning
Medicaid Transfers
Income Tax Planning
Capital Gains Tax Planning
Pre-Nuptial Agreements
Long-Term Care Planning
Estate Taxation
Limited Liability Companies
Corporations
Real Estate Closings
What Our Clients Say
"I was very pleased with all aspects of setting up my Living Trust plan. The staff was very knowledgeable and friendly throughout the process." - P
"I thought that the process of setting up my trust was going to be very overwhelming, but Meghan was very professional. She explained everything, did not rush us, and answered all our questions." - R&A
"I was very comfortable right from the start with every aspect of the experience." - D&G
"From the seminar my husband attended, to the final signing meeting, all aspects of the trust process were professional and thoroughly covered." - P&M