Stefans Law Group PC focuses on holistic planning solutions that integrate all aspects of wealth preservation and care for our clients to help achieve lasting confidence. We offer a multidisciplinary team of estate and elder law attorneys as well as certified public accountants that work together to create customized legal strategies.
Our goal is to help maximize assets and preserve family legacies for generations to come. Our law firm has over 25 years of experience in our four key practice areas: elder law, estate planning, wealth preservation and tax preparation. This gives Stefans Law Group PC the ability to create and maintain holistic life-care plans for clients - from birth to legacy.
Our goal is to help maximize assets and preserve family legacies for generations to come. Our law firm has over 25 years of experience in our four key practice areas: elder law, estate planning, wealth preservation and tax preparation. This gives Stefans Law Group PC the ability to create and maintain holistic life-care plans for clients - from birth to legacy.
Services
The legal team at Stefans Law Group can help. Our compassionate and experienced attorneys understand what a confusing and difficult time this can be. We are here to guide you step by step through the probate and estate administration process. Probate and estate administration are similar processes by which a decedent's property is passed to named beneficiaries or lawful heirs.
As we age, many new issues arise that need to be addressed. One aspect is the fact that your assets and wishes need to be preserved for the future. Whether you are planning for yourself or for an elderly loved one, elder law planning and asset protection are essential steps.
Though elder law and estate planning are conceptually similar, the fundamental difference is that estate planning focuses on an area of the law (e.g., preserving your assets), while elder law focuses on the needs of the individual.Long-term care planning: Nursing home care can be expensive. It is important to understand how to structure your assets and estate so you can afford long-term care if it is needed.
Though elder law and estate planning are conceptually similar, the fundamental difference is that estate planning focuses on an area of the law (e.g., preserving your assets), while elder law focuses on the needs of the individual.Long-term care planning: Nursing home care can be expensive. It is important to understand how to structure your assets and estate so you can afford long-term care if it is needed.
Life is complicated, and things often change in the blink of an eye. That's why it is so important to develop and review your estate plan as circumstances change. When you are planning for the future, Stefans Law Group PC is here to help.
While working with our Long Island-based team of lawyers and experts, our clients get access to a wide variety of options for long-term planning as well as knowledgeable guidance from a team of compassionate advisers who help them make sound and well-informed decisions for their and their family's future.Do you have dependent children or elderly parents?
While working with our Long Island-based team of lawyers and experts, our clients get access to a wide variety of options for long-term planning as well as knowledgeable guidance from a team of compassionate advisers who help them make sound and well-informed decisions for their and their family's future.Do you have dependent children or elderly parents?
Discussing how to structure your retirement accounts, including social security maximization. The management of the wealth you have accumulated throughout your life should be handled by experts who can provide you with the advice and guidance you need. They can give you the peace of mind you need to move forward knowing your assets are structured in a way to maximize their benefit and minimize any drawbacks.
Reviews (10)
Lauren Ephrat
Nov 06, 2021
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Positive: Professionalism, Quality, Responsiveness, Value
I have been a client of Stefans Law Group for over a decade. Their boutique firm allows for direct access to their exceptional team and a quick response every time. Their approach is highly professional, thorough, and insightful. I know that my business is in great hands with the team at Stefans.
I have been a client of Stefans Law Group for over a decade. Their boutique firm allows for direct access to their exceptional team and a quick response every time. Their approach is highly professional, thorough, and insightful. I know that my business is in great hands with the team at Stefans.
Nitesh Singh
Aug 27, 2021
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Donna and her team at the office are a pleasure to deal with. Donna has tremendous knowledge about the services she provides and is well versed in what services suited our financial profile. She is helpful in providing general knowledge as well since this was our first Will, estate meeting. Furthermore everyone at her office is highly professional and easy to deal with when it comes to communication. I highly recommend her for estate, will, and healthcare proxy setups.
Debra Lizotte
Jun 16, 2021
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Jack Kinder
May 18, 2021
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Anthony Gutierrez
May 14, 2021
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In a word . . . trust. We trust the team at Stefans Law Group, and they earn that trust year after year. We primarily work with the team on our tax filings. We used to go in person every year as we lived close by. We have since moved to CT but continue to work with them online and over the phone. While we miss seeing our friends at the Stefans Law Group in person, the process online and over the phone has been seamless, convenient, and their service is outstanding. This year we filed a bit late close to the deadline and they turned the work around in a flash. Thank you, Marilyn, Henry, Donna, and
Desiree Caruso
Apr 04, 2021
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Best experience I've ever had with a law firm. Three years ago I unexpectedly had to apply for Medicaid for my dad. Stefans Law Group came as a recommendation and they put everything in to place, were on top of their game, and gave me great guidance with a compassionate attitude on top of it all. They certainly know their stuff and were the calming voice that helped me navigate the crazy storm that is Medicaid.
Additionally, they supplied recommendations for a Home care agency, an advocate for Medicaid assessment, and a real estate attorney, all of whom were fantastic connections.
My husband
Additionally, they supplied recommendations for a Home care agency, an advocate for Medicaid assessment, and a real estate attorney, all of whom were fantastic connections.
My husband
Steph C.
Apr 01, 2021
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I’ve relied on the various services at Stefans for over 15 years; from tax services to estate planning. And one thing has always been the same. They’ve always made me feel that they have my back. And they always have. Years ago Donna met me and my family in the evening to do our healthcare proxy after losing my mom. We were broken and fragile. I know it was after hours but she wouldn’t let on that it was inconvenient. I’ve always appreciated her for that. Recently I needed help with estate planning and elder care services for my Dad and I remembered Donna and the care she showed my family
David Miller
Mar 26, 2021
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I have been using Stefans Group services for 40 years. The organization has grown over these many decades, but the personal service and touches remains. Work is carefully expedited and delivered in a timely manner. I have received sound financial advisement all these years and now I can retire on time and financial prepared. I am thankful for the caring support I have continued to receive from The Stefans Group.
Margarita Tobar
Mar 15, 2021
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Had the pleasure of availing ourselves of their personalized services and professional advice for over 30 years. Its comforting to know that we have access to a professional team, whenever any circumstances arise. Its like a one-stop-shop; their expertise range from Tax Services, Financial Services, Legal services, amongst others. Their several very educational webinars, provide valuable information to everyone regardless of age.
Karianys Vargas
Mar 01, 2021
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