Here on the Safe Harbor Wills & Trusts blog page, you can find information about all of the ways that our law firm can help you. From writing a will, creating a trust, assisting you during the probate process, helping during an elder law emergency, or providing information and help applying for Medicaid, our firm has the experience needed to make these difficult processes much easier to handle. Read our blog for general information about all of these topics, then contact our office to schedule a consultation. We have offices in Watertown and Syracuse, so no matter where you live, we are close by.

  1. Medicaid and Spousal Refusal Planning

    Spousal refusal is a Medicaid eligibility strategy that currently only available in New York and Florida, to the best of my knowledge. It is an incredibly powerful tool to fight the potential impoveri…Read More

  2. The gift of time…

    At my workshops over the last several years, we have constantly reminded people not to procrastinate about estate planning.  In fact, after attending a workshop, attendees received a free meeting wit…Read More

  3. Business distancing

    What a whirlwind the last 2-4 weeks have been.  It is hard to believe that I was in Florida for a conference and some family time with my parents just a bit over 1 month ago.  We knew about Covid19,…Read More

  4. What if…?

    Since I conceived of Safe Harbor Wills and Trusts 20 years ago, I have been an advocate of using trusts for an estate plan rather than simply a Last Will and Testament.  I built my business on the co…Read More

  5. Team Leader of the Year

    As some of you may know, Marie, our Director of Operations, and I are members of Atticus Attorney.  Atticus is a national organization, serving only top law firms.  Its membership includes law firms…Read More

  6. How the Probate Process Works

    Following the death of a loved one, it can be very difficult to think about what legal steps need to be taken. While you should absolutely allow yourself time to grieve, it is a good idea to begin han…Read More