Stefans Law Group P.C.

08/20/2026

Life changes - your Estate Plan should too. 📄

A review can help make sure your plan still reflects your family, assets, & wishes today.

Ready for a Plan that Helps Protect What You’ve Built?
📞 Call (516) 692-2744 to Book Your Estate Planning Consultation!

💬 Which milestone would make you think, “It’s probably time to review the plan”?

08/14/2026

A Trust doesn't just move assets, it helps protect your family from:

⌛ Probate Delays
⚖️ Court Conflict
🧾 Unnecessary Cost & Stress

We help put the plan in place now, so your family has less to untangle later.

📲 Call (516) 692-2744 to Book Your Estate Planning Consultation

08/13/2026

We're walking in the 4th Annual Fire Island Walk to End Alzheimer's & we'd love for you to join us!

📅 Sunday, August 23rd @ 9 AM
📍 Saltaire Yacht Club
🎉 Raffle baskets & live music after at The DIVE in Kismet

Can't walk with us? A donation makes a difference too. 💜

Let's make this year bigger & better!
Register or Donate at https://tinyurl.com/AlzWalk2026

07/31/2026

🎓 Your child just turned 18. Legally, that changes everything.

You no longer have automatic access to medical information or authority to handle financial matters - even in an emergency.

A Health Care Proxy & a Power of Attorney help close that gap.

2 Documents, 1 Important Conversation = confidence they're protected as they step into their future.

📞 Call (516) 692-2744 to Book Your Appointment & Get These Signed Before Move-In Day!

07/30/2026

07/28/2026

Your voice deserves to be protected — not left up to a court to decide. ⚖️

Join Donna Stefans, Esq., AIF® Thursday, July 30 @ 11 AM EST for a COMPLIMENTARY webinar hosted by the Association for Mental Health & Wellness.

In our session, "Who Speaks for You?" Estate & Life Care Planning Strategies, you'll learn how to:

✔️ Plan Ahead So Your Voice & Wishes are Honored
✔️ Empower People You Trust to Represent You - If Needed
✔️ Use Estate Planning & Trusts to Protect the Life You Built
✔️ Make Financial & Life Decisions When Nothing Feels Clear

Don't wait -📲 Call (516) 692-2744 to Register for Your Seat Today!

💬 Have you thought about who would speak for you if you couldn't?
💛 Yes — I have a plan
❓ Not yet — joining to find out



Disclaimer: Cetera Wealth Services, LLC exclusively provides investment products and services through its representatives. Although Cetera does not provide tax or legal advice, or supervise tax, accounting or legal services, Cetera representatives may offer these services through their independent outside business. This information is not intended as tax or legal advice.

07/22/2026

Missed our webinar this morning (or still have questions)? We're continuing the conversation next week!

Join Donna Stefans, Esq., AIF® on July 29th @ 11 AM for a complimentary webinar with Family First Home Companions.

Learn How To:
✔️ Protect Assets while Managing the Cost of Care
✔️ Plan Ahead for Future Care & Medical Expenses so Resources Last
✔️ Use Estate Planning & Trusts to Protect Your Assets
✔️ Make Financial Decisions When Nothing Feels Clear

Whether you're facing a current diagnosis or planning ahead - make sure your family has the answers they need to make clear & confident decisions.

📲 Call (516) 692-2744 to Reserve Your Spot Today!

💬 Has your family had the long-term care conversation yet?
💛 Yes — we have a plan
❓ Not yet — but this is why I'm joining

07/17/2026

Most families don't think about long-term care costs until they're already in crisis. ⚖️

That's exactly when it's hardest to make the right decisions.

Join us Wednesday, July 22 @ 10 AM for a complimentary webinar & learn how to:

✔️ Protect Assets while Managing the Cost of Care
✔️ Plan Ahead for Future Care & Medical Expenses so Resources Last
✔️ Use Estate Planning & Trusts to Protect Your Assets
✔️ Make Financial Decisions When Nothing Feels Clear

No pressure. No jargon. Just the answers your family needs.
📲 Call (516) 692-2744 to Reserve Your Spot Today.

💬 Has your family had the long-term care conversation yet?
💛 Yes — we have a plan
❓ Not yet — but this is why I'm joining

07/15/2026

You've spent time building your life & accounts - now you're starting to plan for retirement.

Once you've checked off the financial boxes & started building your Estate Plan - there's one more step.

Making sure everything is aligned.

These four documents help make sure your plan is working together to support your wishes.

✔️ HIPAA Authorization
✔️ Your Long-Term Care Plan
✔️ Beneficiary Forms
✔️ A Digital Asset Inventory

None of them get much attention. All of them matter.

Alignment doesn't happen by accident. It's why we build every plan as one coordinated strategy.

💬 Which of these four still needs your attention?

Ready to Start Planning?
📲 Call (516) 692-2744 to Schedule your Estate Planning Consultation.

This is Part 2 of our series on the nine documents worth having updated before retirement. Check out Part 1 to learn about The Fabulous 4 - the foundational documents this post builds on. 👉

07/13/2026

Before retirement, most people check the financial boxes — savings, investments, the number they need to hit.

Fewer check the legal ones & they miss half the picture.

An updated Estate Plan makes sure the accounts you built still work the way you intended when decisions need to get made & is KEY to a strong retirement plan.

In this post we look at, four key documents that make up the foundation of this plan:
✔️ Trust
✔️ Will
✔️ Power of Attorney
✔️ Medical Directives (Health Care Proxy & Living Will)

Swipe through to see what each one protects & why having a Trust does not mean you can skip the Will.

💬 Do you have these documents in place? If not, now's the time.
📲 Call (516) 692-2744 to Book Your Estate Planning Consultation.

This is Part 1 of a 2-part series. Part 2 covers the documents that round out that foundation — ones most families don't think about until it's too late.