Organization: Safe Harbor Wills and Trusts
Industry: Financial Services
Safe Harbor Wills and Trusts is a New York-based estate planning firm specializing in wealth preservation and asset protection solutions for individuals and families. With a strong focus on estate planning, probate, elder law, and Medicaid planning, the firm helps clients prepare for the future while protecting their assets from unnecessary taxes, legal complications, and long-term care costs. Safe Harbor is known for its educational approach, offering seminars and workshops that empower people to make informed decisions about their financial legacies.
The firm caters to clients seeking peace of mind when it comes to planning for aging, incapacity, and the transfer of wealth. Their team emphasizes personalized service and works closely with clients to tailor legal and financial strategies that align with each family’s goals. Safe Harbor Wills and Trusts also has a strong community presence and maintains a reputation for integrity and compassion in serving the needs of families across Central and Northern New York.
Website: https://safeharborwillsandtrusts.com/
Key Services:
– Estate Planning (Wills and Trusts)
– Elder Law and Medicaid Planning
– Asset Protection Planning
– Probate and Estate Administration
– Long-Term Care Planning
– Guardianship Services
– Power of Attorney and Health Care Proxy Preparation
– Trust Administration
