BSPE Legal Marketing Podcast
BSPE Legal Marketing podcasts discuss legal issues. Entertainment only does not constitute legal advice.
BSPE Legal Marketing Podcast
Central New York Estate Planning Lawyer - Davies Law Firm
From Davies Law Firm - Central New York Estate Planning Lawyer dives into why personalized estate planning is essential for protecting your legacy and securing your family’s future. This episode explores the significance of crafting estate plans that are tailored to your specific life circumstances—whether you're building a living trust, navigating Medicaid planning, or protecting a loved one with special needs. Listeners will hear how Davies Law Firm, known throughout Central New York as The Living Trust Law Firm, builds clarity, compassion, and precision into every plan.
Founding attorney Frederick P. Davies, Colonel, USAF (retired), brings decades of experience in estate law and military leadership to the conversation. Alongside partner William P. Davies, who holds an L.L.M. in Estate Planning, they share insights into how thoughtful planning can help families avoid costly legal disputes, preserve privacy, and protect wealth across generations. The episode also touches on key strategies such as using revocable living trusts to bypass probate and irrevocable trusts for long-term asset protection.
In addition, we explore how estate plans adapt to life’s changes—from marriage and divorce to the birth of a child—and how tools like powers of attorney and healthcare proxies ensure your wishes are honored during times of incapacity. The team also breaks down tax-smart solutions for high-value estates in New York, including how to avoid the estate tax cliff and leverage gift tax exclusions. With practical guidance on trustee selection, international probate, and cross-border estate issues, this episode is a must-listen for anyone serious about preserving their financial legacy.
Whether you’re in Onondaga, Madison, Oneida, Cortland, Oswego, or Cayuga County, this episode emphasizes the value of early, proactive planning and showcases why Davies Law Firm has become a trusted name in estate and trust law throughout Central New York. Tune in to learn how you can protect your assets, honor your values, and build a lasting legacy—on your terms.
Davies Law Firm
210 E Fayette St, Syracuse, NY 13202, United States
(315) 472-6511