Tax Planning In Marietta, New York

Expert Tax Planning and Legal Solutions to Maximize Your Financial Success. Your Trusted Partner.

Davies Law Firm

About Davies Law Firm

Davies Law Firm is a reliable provider of tax planning services in Marietta, NY. Our experienced team of professionals is dedicated to helping clients navigate the complex world of taxes to minimize liabilities and maximize savings. We pride ourselves on our personalized approach, taking the time to understand each client's unique situation and develop tailored strategies to meet their specific needs.

One of the valuable services we offer at Davies Law Firm is Guardian Naming. Our team can assist clients in appointing a guardian for minor children or dependents in the event of unforeseen circumstances. By carefully selecting a guardian, clients can have peace of mind knowing that their loved ones will be cared for according to their wishes.

Trusts are an essential tool in estate planning, and Davies Law Firm is here to help clients set up and manage various types of trusts. From revocable living trusts to irrevocable trusts, our experts can guide clients through the process, ensuring their assets are protected and distributed according to their wishes.

Asset protection is crucial in safeguarding wealth and minimizing exposure to risks. Davies Law Firm offers comprehensive asset protection services to help clients shield their assets from creditors, lawsuits, and other potential threats. Our team can develop strategies tailored to each client's unique financial situation, providing peace of mind and security for the future.

If you are looking for reliable tax planning services, assistance with guardian naming, setting up trusts, or protecting your assets, contact Davies Law Firm today to learn more. Our team is here to assist you with your financial planning needs.

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