Tax Planning In Otisco, New York

Expert Tax Planning Strategies to Maximize Your Refund and Minimize Your Liability

Davies Law Firm

About Davies Law Firm

Davies Law Firm is a trusted tax planning business serving clients in Otisco, NY. Our team of experienced professionals is dedicated to providing personalized and comprehensive tax planning services to individuals and businesses in the area.

Guardian Naming services offered by Davies Law Firm can help clients designate a trusted individual to make important decisions on their behalf in the event of incapacity. Our knowledgeable team can assist clients in navigating the complex process of selecting a guardian and ensuring their wishes are carried out.

Asset Protection is crucial in safeguarding one's wealth and investments. Davies Law Firm offers expert guidance in developing strategies to shield assets from potential lawsuits, creditors, and other risks. Our team can help clients establish trusts and other protective mechanisms to secure their financial future.

Probate can be a daunting process, but with the help of Davies Law Firm, clients can ensure a smooth and efficient administration of their estate. Our experienced attorneys can assist with the legal proceedings involved in probate, helping clients navigate the complexities and minimize any potential challenges.

Contact us today to learn more about how Davies Law Firm can assist with your tax planning needs and provide expert guidance on Guardian Naming, Asset Protection, and Probate services.

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