Blog

Losing a loved one is generally a painful and difficult experience. People often call us shortly after their loved one has passed wondering how quickly they need to begin working to administer their loved one's estate. Clients want to know what they should be doing and how quickly they need to do it. The answer is not the same for every case because there can be circumstances that require serious urgency. In most cases, though, the first thing people need to do is take some time to mourn their loss with family, friends, and close advisors. Most people don't need [...]

Welcome to our blog! We are pleased to announce that we recently moved into two new office locations. Our primary location is 12 West Pulteney Square, Bath, NY 14810. Our mailing address there is PO Box 551, Bath, NY 14810. Our phone number in Bath is 607-776-1000, and our office hours are 9:00 am - 5:00 pm. Our second location is 13 W. Main Street Suite 101, Canisteo, NY 14823 (which is also our mailing address). Our phone number in Canisteo is 607-698-4011, and our office hours are 8:30 am - 4:30 pm.