The Four Pillars to Successful Estate Planning
Join Our FREE Estate
Planning Workshop
If you’re like most families, you want to protect your home, savings, and independence, but you’re not sure where to start. This free workshop gives you the clarity, confidence, and direction you need to make smart decisions for your future.
Attend in person or join live online. Whichever path you choose, you’ll get the exact same powerful information trusted by thousands of Central New York families!
- Seating is Limited — In-Person Only
- FREE to attend — Bring your spouse or family members
Don’t wait — we often fill up fast.
Reserve Your Seat Before It’s Gone
Estate Planning Essentials
What legal documents you actually need, what they do, and which ones protect you during incapacity and after death
Long-Term Care Costs
How to avoid losing your home or savings to nursing home bills—and the strategies that protect you.
IRA & Retirement Planning
How to safeguard your IRA and pass it on properly (without triggering avoidable taxes or penalties).
You’ll Also Discover:
- Reasons why you need an estate plan
- How to avoid the delays, frustration, and expense of probate
- The key planning documents everyone needs – and why
- The advantages of trusts and the planning objective they can help you achieve
- How to minimize or avoid estate and other taxes
- How to protect your hard earned assets from the high cost of long-term care and other threats.
They’ve Worked Their Whole Lives… and Lost It All in Months.
They paid off the house.
They saved for retirement.
They did everything right.
But when illness struck, it all unraveled — fast.
The Cost of a Nursing Home?
$12,000+/month.
One year could wipe out an entire lifetime of savings.
The Cost of Probate?
Endless paperwork. Legal fees. Court delays. And worst of all — your family’s private life dragged into the public eye.
The Cost of Not Knowing?
The home. The bank account. The dignity of choosing how you age.
Estate Planning Secrets You Can’t Afford to Miss:
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How to protect your savings from long-term care costs
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Why putting assets in your kids’ names could be a huge mistake
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How to keep your affairs private and avoid probate
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The key legal documents that protect your family
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Why your current Power of Attorney might be useless
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Ways to plan for Medicaid — without spending everything first
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How to leave more and stress less
Our Proven 4-Pillar Process: Peace of Mind, Made Simple
1. Identify
Attend our workshop to uncover exactly what you need.
2. Build
Define your goals during your Vision & Design meetings.
3. Integrate
Sign and fund your plan the right way, with our team guiding you.
4. Enact
Make sure your plan works — when your family needs it most.
Hear From Local Families Like Yours
“The workshop gave us peace of mind we didn’t know we were missing.”
“This helped us avoid losing my mom’s house to the nursing home. Forever grateful.”
Need help? Want to RSVP by phone?
Call us now at
(315) 793-3622
Estate Planning Law Center
Trusted by families across Central and Upstate New York
Leaders in Asset Protection and Elderlife™ Planning