Stefans Law Group P.C.

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.

07/08/2026

Most Estate Plans don't break down with a dramatic mistake. It starts quietly.

A beneficiary form nobody remembered to update. An account that never actually made it into the trust. A legal decision and a financial decision made months apart, by two people who never talked to each other.

None of that looks like a crisis while it's happening. It just sits there — until the day someone needs the plan to hold, and it doesn't.

If it's been a few years since anyone looked at your documents against the life you're actually living now, let's talk!
📲 Call (516) 692-2744 to Schedule Your Estate Planning Review.

💬 When was the last time your Estate Documents were reviewed against your actual life — not the life you had when you signed them?

06/25/2026

One of the most common assumptions in Estate Planning sounds like this: 💬

"We've been married 30 years. If something happens to me, my spouse can handle everything — right?"

Not without the right documents - no matter how long you've been together or how completely you trust each other. 📋

That requires:

✅ A Healthcare Proxy to Make Medical Decisions

✅ A Power of Attorney to Access Accounts

✅ Assets Titled to Match the Plan So Your Wishes are Honored

These documents are not a checkbox. They are the architecture that protects your family when it matters most. 🛡️

We've been in that room. We know what it can cost when a family is in crisis and the documents aren't there. 💔

The plan built when everyone can still think clearly is the plan that holds when they cannot.

If you've been meaning to get this in place — now is the right time.
📲 Call (516) 692-2744 to Schedule your Estate Planning Consultation.

💬 Have you and your spouse had this conversation? What stopped you from starting?

06/17/2026

A trust is not just a trust. 🛡️

There are four kinds & each one does a different job for your family.

If you watched this & thought "I'm not sure which one I have, or if I have one at all" - that's the conversation to have.

Ready to Start Planning? Let's Talk!
📞 Call (516) 692-2744 to Book Your Estate Planning & Asset Protection Consult

Which of these 4 Trusts did you not know existed before watching this? Drop it in the comments. 👇