Secure Your Future and Protect the Ones You Love
Free Living Trust and Long-Term Care Seminars
Don’t lose your legacy to long-term care, intestacy, and the IRS. Attend our FREE Seminar on Living Trusts and Long-Term Care and learn how they can benefit you and your family.
To Reserve Your Seat
Learn Why a Will is Not Enough!
No Planning Equals Big Problems
As much as 70% of people have nothing in place if they become seriously ill and when they die to help their family and loved ones.
Without a proper written plan, the Government will decide if you live or die (remember Terri Schiavo in Florida?). The Court System will decide what happens to you and your money if you become incapacitated, and worse yet, the Court System will decide what happens to your assets and your family when you die!
A Will Requires the Court System
Even if you have a basic estate plan – typically a Will – your family and loved ones are still going to be involved with the Court System. A Will only works after you die and it has been approved by the Court. This process is called Probate. It can be expensive, time consuming, aggravating and even split families apart.
If You Think Taxes at Death Are Gone, Think Again
Without proper planning, your family and loved ones could lose a large part of your estate to income taxes, capital gains taxes, and even death (estate) taxes.
You May Have Heard About Living Trusts Before, And You May Have Been Told That They Are Only For The Wealthy… Not True!
If you own a home, have more than $100,000 in assets, or are over 40 years old, you owe it to yourself, your family, and loved ones to get the facts!
At our free seminar, you will learn how a Living Trust Estate Plan can transfer your estate to your loved ones more quickly than a basic Will in probate – and it can save your heirs many thousands of dollars in probate court costs, probate attorney’s fees, and taxes.
Learn the Truth About Medicaid and How To Protect Your Assets
You will also learn about how the Medicare and Medicaid systems work and how a properly written plan can help avoid losing all of your assets if you need long-term care or a nursing home stay.
Knowledge is Power! Attend Our Free Seminar and Get the Facts Call (315) 472-6511.
Reserve Your Seat
Free Seminar on Living Trusts & Long Term Care
Attend One of Our Free Seminars!
Tuesday, November 11th
9:30 am to 11:30 am
Colgate Inn
1 Payne Street
(Morning)
Wednesday, November 12th
9:30 am to 11:30 am
St. John’s Lutheran Church
502 W Chestnut Street
(Morning)
Thursday, November 13th
9:30 am to 11:30 am
Vernon Downs Hotel
4229 Stuhlman Road
(Morning)
Reserve Your Seat
Seating is Limited!
Why Create a Living Trust Estate Plan?
| With a Living Trust Estate Plan... | Without Proper Planning... |
|---|---|
| Your estate can transfer quickly to your family upon your death, without the expense and delay of probate | Your estate may go through probate which can take months or years, with probate costs potentially being substantial |
| You can preserve your IRA and retirement accounts and reduce the income taxes your beneficiaries and loved ones will have to pay when you die | Your family and beneficiaries can lose as much as half of your IRAs and retirement accounts to taxes |
| You’ll avoid a guardianship if you become ill or incapacitated, so your estate will be run as you directed | If you become ill or incapacitated, a court may appoint a guardian to run your estate, without consideration for your goals |
| You can avoid spending down all of your assets in the event of a catastrophic illness or nursing home stay | You may need to use all of your assets to cover the cost of a long-term illness or nursing home stay |
Our Free Seminar Topics
Are the Right People in Place to Help if You Become Disabled?
The biggest issue facing each and every one of us is disability. We are all going to die… but will you be disabled before you die, and for how long? Without proper legal planning, your family could end up in the court system asking for permission to handle your affairs!
WARNING: A Power of Attorney is not as powerful as you might think.
Don’t Let Family Assets Be Lost to a Nursing Home
You need proactive estate planning to avoid losing your assets to the high cost of nursing homes and long-term illness. We can help you preserve your home and assets for your family and loved ones.
Probate is Expensive and Time-Consuming
Probate can be a time-consuming and aggravating experience. Your family can lose a significant portion of your estate without proper planning.
With a Living Trust, you can make it possible for your family to avoid probate and the related costs, delays, and inconvenience.
The Estate (Death) Tax is Fixed Right?
Good News! The Federal Estate Tax now only applies to estates larger than $13.99 million and the New York State Estate Tax for estates over $7.16 million.
Bad News! Without careful planning, income taxes and capital gains taxes could be just as bad, or worse than the Estate Tax!
Over 40?
Estate planning is not just for retirement. If you are married, have children, or are concerned about the control of your assets, now is the time to learn about Living Trusts.
Are You Relying on Death Beneficiary Designations?
Naming a death beneficiary for your IRA, 401(k), 403(b) and other retirement accounts may seem like the simple and easy way to handle your affairs, but it can cause serious unintended results. Your assets may not go to the right people, the court system may get involved, and it may cause higher taxes as well. In addition, without careful planning, as much as half of your retirement accounts could be lost to income taxes at the time of your death!
What People Are Saying About our Seminars
“Excellent presentation. Very clear explanation... I walk away with answers and understanding, not questions.”
J.G.
“The best presentation on Living Trusts I have ever attended.”
Retired Bank Trust Officer
“Very clear, helpful, informative and entertaining.”
S.P.
The Davies Law Firm, P.C., established in 1993, has the experience that matters. We have prepared Living Trust Estate Plans for over 10,000 clients to help families in the event of disability and at the time of death. We can help you too.
Our founder, Frederick P. Davies, is a graduate of Syracuse University College of Law. Mr. Davies is a member of the Estate Planning Council of Central New York and the New York State Bar Association Trusts & Estates and Elder Law Sections.
Not Your Typical Law Firm
All of our living trust estate plans are done on a flat fee basis, so you know exactly what it is going to cost ahead of time. We do not charge maintenance or yearly fees for our trust clients, period. AND, all of our clients have free phone calls for life.
Now is the Time to Take Care of the People You Love
If you are like most people, you want to provide for your loved ones and make it as easy as possible for them if you become disabled and when you die. Chances are, you have probably even thought about setting up a plan.
Now is the time! All you need to do to get started is call and make a reservation to attend one of our free seminars.
Seating is Limited. Call (315) 472-6511 Now to Reserve Your Seats!
Reserve Your Seat at Our Next Free Estate Planning Seminar
Learn how to protect your family and your assets: no pressure, no obligation.