Why?              What?                 How?
       (Roll Over)               (Roll Over)                   (Roll Over)

70% of Americans have nothing in place to help their family and loved ones if they become disabled, need nursing home care, and when they die. Our law firm was founded to help you help your famly and loved ones avoid the emotional, legal and financial consequences of disability, death and taxes.
We help you to take care of the people you love by creating a detailed written estate plan to handle illness and long term care, the orderly distribution of your assets, avoid government involvement, and reduce or eliminate taxes at death.
We work with you to establish an estate plan tailored to fit your needs and circumstances. Through the use of Living Trusts and other legal documents we make sure the right people can step in, at the right time, to avoid government involvement, the loss of your assets, and minimize the impact of taxes at the time of your death
                 Davies Law firm

 

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

ROME

VERNON

HAMILTON

Tuesday, September 30
9:30 am to 11:30 am
Wingate by Wyndham
93 Dart Circle
(morning)

Wednesday, October 1
9:30 am to 11:30 am
Vernon Downs Hotel
4229 Stuhlman Road
(morning)

Thursday, October 2
9:30 am to 11:30 am
Colgate Inn
1 Payne Street
(morning)

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

- Expanded 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



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davieslaw

Davies Law Firm
A Professional Corporation

210 East Fayette Street
Syracuse New York 13202

Central New York
315-472-6511

Mohawk Valley
315-223-5555

North Country
315-681-9898



 








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