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315.635.3222
We advise our clients regarding estate planning, and prepare Wills, Trusts, Powers of Attorney, Health Care Directives and other needed documents to help them achieve their estate planning goals.
We are experienced in assisting clients with both simple and complex estate plans. We prepare Trusts (including both Revocable Trusts and Irrevocable Trusts) when appropriate that are specifically designed to achieve our clients’ objectives including asset protection, providing for blended families, avoiding probate and providing for the needs of disabled beneficiaries.
We listen to our clients and do not take a one size fits all approach. Each client’s plan should be personalized to their specific needs, goals and circumstances. From the first discussion of your objectives to their eventual completion, we strive to make sure that your wishes are carried out fully, promptly and for a reasonable fee.
If you would like to meet with us to discuss your estate plan, please either contact Brittney Keehfus to schedule an appointment with attorney Sara Connell Brady, or complete one of our Confidential Estate Planning Worksheets as best you can and return it to us. We will contact you to schedule an appointment after receiving your completed Worksheet.