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A Holistic Approach To Wealth Preservation

  • Evaluating your assets and liabilities
  • Discussing how to structure your retirement accounts, including social security maximization
  • Minimizing risks and maximizing benefits
  • Forming trusts and other asset protection vehicles
  • Answering your retirement-related questions

Focused On Protecting Your Future

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.

At Stefans Law Group PC, our team of attorneys and tax experts work with professionals to provide you with the information you need to understand our approach to wealth protection planning. We pride ourselves on working closely with our clients, establishing strong relationships to ensure we provide them with representation and strategies that are in their best interests.

Insight Into Planning For Retirement

Retirement is something many people look forward to. It is understandable; you want to enjoy your time after you worked so hard for so many years. Before retiring, it is important to take steps toward planning for your time in retirement to ensure your assets are protected. We work with clients to ensure financial liabilities are minimized and retirement accounts, such as 401(k)s and IRAs, are protected as well as social security maximization. Planning now can help you feel more secure in retirement.

Tax Planning Guidance

Utilizing the expertise of the tax professionals we have on staff can benefit you in many ways. Not only can they help you understand what assets are taxed, when they are taxed and how much they are taxed, but they can also help you understand how to minimize tax obligations whenever possible. We also provide guidance on gifting as a way of managing estate taxes, as well as structuring your estate plan to minimize taxes.

Get More Information Today

Talk with our lawyers or other firm experts today to get answers to all your wealth protection and planning questions. Schedule a free consultation at one of our four office locations by calling 516-692-2744 or send us an email.