Posts Tagged Workshop

You’ve worked hard to build financial security for yourself and your family. But financial wellness doesn’t stop at saving and investing—it requires protecting what you’ve built. At The Estate Planning Law Center, we’ve seen families with strong financial strategies face significant challenges because they lacked an estate plan. Take David and Sarah, for example. They owned their home outright, had robust savings, and even set aside money for their grandchildren’s education. But when David passed away unexpectedly, Sarah discovered their financial stability wasn’t as secure as they thought. The house had to go through probate because it wasn’t in a trust. Their accounts didn’t have updated beneficiaries, leading to delays and disputes. Without a healthcare directive, Sarah faced difficult decisions without knowing David’s wishes. After working with The Estate Planning Law Center, Sarah regained control of her financial future. We helped her create a trust, update her powers of attorney,

As a new year begins, it’s natural to reflect on where you’ve been and what you want to achieve in the future. For many New Hartford families, estate planning becomes a priority at this time—a way to honor the past while protecting their loved ones moving forward. At The Estate Planning Law Center, we help clients create plans that align with their goals, values, and family needs. Take the story of Claire, who came to us after losing her father. Claire was overwhelmed by the lack of planning her father had done and was determined to make sure her own children wouldn’t face the same challenges. Together, we created an estate plan that reflected her priorities, included support for a local charity her father loved, and provided clear instructions for her family’s future. For Claire, estate planning wasn’t just about paperwork—it was about creating a legacy of love, clarity, and