Tax Planning In Forest Beach, New York

Expert Tax Planning Solutions from Davies Law Firm - Maximize Your Financial Potential Today!

Davies Law Firm

About Davies Law Firm

Davies Law Firm provides expert tax planning services to clients in Forest Beach, NY. Our team of experienced attorneys is dedicated to helping individuals and businesses navigate the complexities of tax laws and regulations. With a commitment to personalized service, we work closely with each client to develop customized tax strategies that meet their unique needs and goals.

Asset protection is a crucial aspect of financial planning, and Davies Law Firm can help clients safeguard their wealth and assets from potential risks and liabilities. Our attorneys are well-versed in asset protection strategies and can provide valuable guidance to ensure that clients' assets are properly shielded.

Power of Attorney is a powerful legal tool that allows individuals to designate someone to make decisions on their behalf in the event of incapacitation. Davies Law Firm can assist clients in creating a comprehensive Power of Attorney document that clearly outlines their wishes and ensures their interests are protected.

Trusts are versatile estate planning tools that can help individuals protect their assets, minimize tax liabilities, and provide for their loved ones. Davies Law Firm has extensive experience in creating trusts of all types, including revocable trusts, irrevocable trusts, and charitable remainder trusts. Our knowledgeable attorneys can help clients establish a trust that meets their specific needs and objectives.

Contact Davies Law Firm today to learn more about how we can help you with your tax planning, asset protection, Power of Attorney, and trust needs. Our team is dedicated to providing top-notch legal services and personalized attention to each and every client.

Our Services

Revocable Living Trusts
Irrevocable Living Trusts
Medicaid Trusts
Testamentary Trusts
Last Will and Testaments
Powers of Attorney

Reviews

Peter Davis
The Davies Law Firm is way more than you expect from any lawyer. Fred is very thorough and that's an understatement. He is very informative and always available to help. They set up our Living Trust and an LLC several years ago. Too bad only five stars are available. We are very very satisfied. Cannot recommend them enough.
Bob and Pat Merry
The Davies Law firm has been a great help to us in dealing with some of the intricacies of the law. They have always been courteous and well informed and prompt to respond to our calls. We highly recommend them.
Debi Shaver
My husband Ken and I highly recommend the Davies Law Firm. We first met them at a free seminar and quickly decided to work with them on our Living Trust. They are extremely knowledgeable in their field and always available whenever we have any questions or have issues that come up.

Directory of our Services