For Advisors

At Roth Elder Law we work with a wide range of professionals in Corning and the surrounding areas. We find that a strong relationship between attorney and advisor positions the client for the best possible outcome in multiple scenarios such as comprehensive New York estate planning, New York elder law planning and even New York probates. Together, we can form the team the clients need.

Over the years, we have seen the results of a lot of estate planning – both good and bad. Lately, it seems like the results of that planning is often more bad than good. The reasons for this are many. Some people may be trying to do it themselves or wanting to save money by trying an online or other discount options. Some people think all documents are the same or even all attorneys are basically the same. Not only is this thinking wrong, but believing it or acting on it can lead to disastrous results (both financially and emotionally). Too often I have seen when people are trying to save money, they are only looking at the short term and in the end it results in even higher costs overall.

To give you an example, we recently did a survey of the estate and trust administration files we are currently working on, and the results were shocking, even to us. We found that out of the 37 current administration files we have open, 32 of them have had (or are having) some sort of problem during the administration. And not just a small snag, but most were major issues for the beneficiaries or families of the decedent. That’s more than 85% of the open cases. (Please note, most of these were not estate plans we prepared.) Because of this high number, we wanted to see if these problems could be prevented, and if so, how.

The main thing we discovered? By working with you and our shared clients now to get them the representation they need! Let’s discuss how we can work together to make it happen. You can call us at 607-962-6162 or click this link to fill out our Advisors Contact Form.

 

Are you a part of Roth Elder Law’s Monthly Insights?

To expand on what we discussed above, we believe many of the issues encountered could be prevented with better planning up front. This is why we started Roth Elder Law’s Monthly Insights. Although this is meant to be educational, we also want it to be fun. More than that though, we wanted to create something that will not only help your clients (by giving them the information they need to help them avoid many of the mistakes we see everyday), but help you so you become even more of a trusted advisor to your clients. Additionally, we want to include discussions on topics and planning techniques which will help you improve your bottom line (and who doesn’t want that?).

We are firm believers that we tend to work with people we know, like and trust. With as busy as the world is today (both personally and professionally), it can be hard to find the time to really get to know others and build this rapport. This is another reason why we are launching this as a recurring event. We hope as many people as possible can attend so that over time you can network and get to know others who may be in a position to help you and your clients. One of our main goals is to help you build a team of professionals so you can better serve your clients and further cement your status as your client’s trusted advisor.

Our goal when we started in Summer 2017 was to make sure everyone is on the same page so we started with a few basic topics (which surprisingly make up a large number of the mistakes we see). Our first topic of discussion was on the Last Will and Testament. From there we moved into Probate and the Probate Process and next the New York Durable Power of Attorney.

Each month we provide Roth Elder Law’s Monthly Insights on the topic in a format you can take with you! This is a one-page handout that is written in plain English so you can pass it along to your clients Handouts from our previous Monthly Insights Events are available right here for you to download. Just click on the topic you are interested in from Roth Elder Law.

Roth Elder Law’s Monthly Insights is held on the third Thursday of each month from 4:00 to 5:30 (so mark your calendars now). The speaker starts at 4:15 sharp and the first 15 to 20 minutes will be to discuss a single topic, after which we open it up to questions or discussion. Our time together is intended to be a safe environment so you can ask questions that you may have never had the opportunity to ask (or maybe you were just afraid to ask) before. The remainder of the time is for you to network with the other professionals who are in attendance. We invite all Corning professionals including, but not limited to, financial advisors, CPA’s and tax preparers, insurance professionals, trusts officers, professional coaches and others who we believe could benefit from this information and group of people. In fact, if you know of another professional who may be interested, please let me know so we can invite him or her in the future. Advisors Contact Form

 

We want these gatherings to not only be insightful, but also to be fun. Therefore we serve appetizers, beer and wine (and possibly other beverages) for everyone to enjoy. We meet at Colonial Square Senior Village, 110 Creekside Drive, Painted Post. Because the educational portion is only be about 15 minutes, we suggest you try to show up a few minutes early.

If you want to receive the updates on what we are talking about each month, just sign up for our Roth Elder Law Monthly Insight enewsletter!

If you will be able to attend this month (or any month!), please call us at 607-962-6162 and reserve your spot now. We like to know who is coming no later than the Monday before the event so we can make sure we have enough food and drinks for everyone.

We truly hope you can make it, and look forward to seeing you there!