It's All About Family
Call Us (315) 793-3622

Workshops & Education

Upcoming Estate Planning Workshops

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How to Protect Your “Stuff” in 3 Easy Steps

This free estate planning workshop covers frequently asked questions and misconceptions on:

  • Wills & Trusts
  • Asset Protection
  • Nursing Home Issues
  • Medicaid Qualification
  • Estate Taxes

Select a Workshop Date in the calendar above.

Seating is Limited. Reservations are Required.

We encourage you to invite your family and friends to attend at no additional charge. If you know someone who may be interested in attending, let them know!

Call us at 315-793-3622 (New Hartford) or 315-446-3850 (Dewitt).

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New Hartford

Legacy Building
555 French Road
New Hartford, NY 13413
Phone: (315) 793-3622
Fax: (315) 793-0076


526 Old Liverpool Road
Victorian Square
Suite 6, Bldg 2
Liverpool, NY 13088
Phone: (315) 446-3850
Fax: (315) 793-0076


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