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?
“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.”