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Estate Planning

Estate Planning

I brought my Mom in for an appointment. She just moved to assisted living and it was very stressful. We had questions about selling the house and family matters. Ken & Dave assisted us with sorting it out, establishing goals and making a plan. We came away relieved with a plan to move forward.

– The H Family Webster

The best way to protect your family and assets is to stay informed. Did you know that everyone in New York State has a statutory will, if you don’t complete one on your own? We can assist you by explaining the law and how it applies to you and your situation. At a minimum, everyone needs a will, power of attorney and a health care directive. We guide our clients and help them deal with the legal requirements and the family dynamics when they lose a loved one.