Davies Law firm 


 

Davies Law Firm
Presents
Free Living Trust & Long Term Care Seminars

SYRACUSE

N. SYRACUSE

CAMILLUS

Tuesday, October 8th
9:30 am to 11:30 am
Hampton Inn & Suites

3017 Erie Boulevard East
(morning)

Wednesday, October 9th
9:30 am to 11:30 am
Hampton Inn & Suites
 1305 Buckley Road
(morning)

Thursday, October 10th
9:30 am to 11:30 am
St. Michaels Church
5108 West Genesee Street
(morning)

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 Take Care Of the People You Love


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 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 Loved Ones.
 

The following is a list of just 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

 
 

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 life time.



Attorney Advertising -
The information contained in this website is for information purposes only, and is not intended to give specific advice. Before you make any decisions, or take action on the information contained in this website, you are strongly encouraged to contact our office first or seek the advice of a competent and experienced attorney in the areas of estate planning, elder law and tax law.

 


 


Richard P. Davies
Web Master



Reserve Your Seat...
Free Living Trust and Long Term Care Seminar



or Call
315-472-6511 Now to Reserve Your Seat!

 






























 




 






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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

★★★★★
Thank you for helping to set our minds at ease. We are very happy with all aspects of the process.
-P&J

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

★★★★★
Everyone at Davies Law Firm was very personable and knowledgable, making the process bearable for such a sensitive task.
-G&N

★★★★★
A pleasingly personable experience! Very thorough; informative; and easy to understand. (illustrations & samples).
-W&K

★★★★
I feel confident that I've made the correct choice in using Davies Law Firm for my estate planning.
-R

★★★★★
We have been meaning to create an estate plan for many years. Your law firm helped us to reach our goal in an efficient manner.
-R&N

★★★★★
We would highly reccomend your law firm, and feel you are there for us if needed in the future.
-M&C



Davies Law Firm
A Professional Corporation
210 East Fayette Street
Syracuse, New York 13202
mail@davies-law-firm.com
315-472-6511