Upcoming Estate Planning Workshops
How to Protect Your “Stuff” in 3 Easy Steps
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).
This free estate planning workshop covers frequently asked questions and misconceptions on:
Who will get the assets you own after you die and who will ensure it gets done?
Without a Will, your assets will go to the people the State of New York dictates.
Many people consider joint accounts, beneficiary-designated accounts, or payable-on-death accounts to avoid the need of a Will.
While this does bypass the need for a Will, there is no protection or guidance in the event the individual is not able to receive it or if you become incapacitated.
Most standard Health Care Proxies and Living Wills fail to deal with the everyday issues of your health care needs in the event of your incompetency.
In certain circumstances, you can put instructions in place as to what type of care you want provided for you should you need assisted living or nursing home care.
Having a Power of Attorney is essential as without it, your family may be required to file a legal proceeding seeking guardianship
Learn about the advantages and disadvantages of Revocable Living Trusts and Irrevocable Living Trusts.
There are strict rules on how to protect your assets during life or after death, but they are easy to accomplish when done properly.
The laws around Medicaid qualification are extensive, and there are many exceptions.
Even with the best intentions, hospitals and nursing homes often do not have the legal knowledge necessary to determine whether or not your Medicaid qualification is accurate.
Estate taxes are one of the most common taxes to avoid and are constantly on the rise.
There are many different types of trusts to minimize or avoid these taxes including Grantor Retained Trusts, Charitable Remainder Trusts, Qualified Personal Residence Trusts, and many more.
Probate is one of the most misunderstood proceedings in all of the law.
Unbeknownst to most people, your executor is NOT free to act on your behalf after your death UNLESS he has been properly appointed by the court.
If assets are left to a disabled beneficiary, it could disqualify them from the state or federal programs they are receiving.