Davies Law Firm
Presents
Free Living Trust & Long Term Care Seminars
CAMILLUS
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NORTH
SYRACUSE
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FAYETTEVILLE
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Tuesday, April
20th
9:30 am to 11:30 am St. Michael's
Church
5108 W Genesee Street (morning)
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Wednesday, April 21st
9:30 am to 11:30 am Hampton Inn &
Suites
1305 Buckley Road (morning)
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Thursday, April 22nd 9:30
am to 11:30 am Craftsman Inn
7300 E Genesee Street (morning)
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COVID-19:The seminars will be given in large rooms to allow for social
distancing.
Masks will be required, unless there is new guidance from
Albany.
We want everyone to be safe and stay healthy.
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.
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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
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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.
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Richard P. Davies
Web Master
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