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 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

"From the seminar my husband attended, to the final signing meeting, all aspects of the trust process were professional and thoroughly covered." - P&M

Free Living Trust and Long-Term Care Seminars

 

AUBURN

OSWEGO

Wednesday, August 31st
9:30 am to 11:30 am
Hilton Garden Inn
74 State Street
(morning)
Thursday, September 1st
9:30 am to 11:30 am
GS Steamers
70 East 1st 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.

photo of a man speaking at a seminar

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 Voice 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

  • Guardianship Proceedings

  • 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