Do you have income, investments, or property? If so, did you know that you may be ineligible for Medicaid or other government benefits? Are you wondering whether a trust is right to protect your or your family’s assets?
Have you been named a beneficiary of a trust or a will? Has a loved one passed away without a will and you need help figuring out the next steps?
One of the many advantages of estate planning is minimizing your beneficiaries’ tax obligation when they receive assets from your estate.
Retirement Income Planning
Have you been thinking about your retirement?
Have you ever thought about needing care? Or how your income stream would change if you were to become disabled? How would it affect your family?
Founder and lead attorney at Stefans Law Group PC.
She has over 17 years of experience in elder law, estate and asset protection planning, estate administration, geriatric care management, special needs planning, guardianships, elder law abuse and neglect, retirement income planning and Medicaid optimization.
Owner & Registered Representative, Summit Advisors of Long Island Inc.
As a Registered Representative of Cetera Advisor Networks LLC, Marilyn Stefans offers full investment services and asset management with consideration of tax and other financial implications. Marilyn Stefans’ tax practice focuses is on individual and small business tax preparation and planning.
Bonnie L. Kujan has been in the legal field for over 30 years, beginning her career as a legal secretary at McNulty - Spiess in 1987. She is currently a paralegal at Stefans Law Group P.C. in Woodbury, New York.
Gina Aiello is a Licensed Social Worker who received her Master’s Degree in Social Work from Adelphi University in 1993. She is a member of the National Association of Social Workers.
Karen Muir Young graduated from Touro Law Center with a Juris Doctor degree, and from Long Island University at CW Post College with a Bachelor of Fine Arts degree in Arts Management. At Touro Law she was president of the Environmental Law Society.
“Few people want to discuss sickness and death but wills and estate planning are very important to all families. The staff of Stefans Law Group make the office visit professional, informative and caring.”
“Donna and her team are amazing. I learned so much from them about the importance about planning early and planning for your future. I sleep so well at night knowing that my loved ones are well taken care of, no matter what.”