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The Stefans Group | Wealth, Estate Law, & Tax

@stefans.group

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The Stefans Group is a full service financial planning and wealth management firm located in Woodbury, New York.
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by @stefans.group
by @stefans.group
You’re part of their story. Make sure they're part of your Estate Plan. 🏡 This Estate Planning Awareness Month, let’s build a plan that honors your wishes & helps protect what matters to you. It all starts with ONE conversation: 📞 Call (516) 692-2744 to Book Your Estate Planning Consultation Today! . . . . #EstatePlanningAwarenessMonth #EstatePlanning #LegacyPlanning #AssetProtection #LongIsland by @stefans.group
Your hard work has brought you this far. What do you want it to make possible next? 🍂 Whether you want to: 🌱 Grow Your Wealth 📋Prepare for Retirement ✨ Fund a Personal Goal 🏡 Protect the Life You've Built It all starts with a conversation: 📞 Call (516) 692-2744 to Book Your Financial & Estate Planning Consultation Today! 💬What are you planning for next? Let us know in the comments! . . . . #FinancialPlanning #EstatePlanning #WealthManagement #FamilyProtection #LongIsland by @stefans.group
Fall is a time to count our blessings & celebrate what we’ve built, inch by inch. 🍂 Let’s build on that progress with a plan to help you empower your goals, grow your wealth, & protect what matters most. It all starts with a conversation: 📞 Call (516) 692-2744 to Book Your Estate & Financial Planning Consultation! 🍂 What’s one win - big or small - you’re celebrating this fall? Let us know in the comments! . . . . #TheStefansGroup #FinancialPlanning #GrowYourWealth #ProtectWhatMatters #LongIsland by @stefans.group
📣 Your Estate Plan Is More Than a Will. Who will make decisions? How will you pay for care? Does your family know the plan? Join Donna Stefans & The Stefans Group to learn how estate planning, long-term care planning & financial preparedness connect to help protect your family & what you’ve built. 🏡 📅 October 15 | 10 AM–12:30 PM 📍 Tilles Center, Greenvale, NY 🎟️ Free Admission At the Herald Senior Health & Beyond Expo Plan ahead. Join us October 15. 📞 Call (516) 692-2744 to learn more! . . . . #EstatePlanning #ElderLaw #LongTermCarePlanning #AssetProtection #LongIslandEvents by @stefans.group
📅 Filed an extension for your 2025 taxes? October 15 is coming up quickly. 📂 Now is the time to gather any remaining documents, check what’s missing, and connect with our Tax Team to confirm your next steps. 💡 Remember: an extension gives you more time to file, but it does not extend the deadline to pay any taxes owed. Have questions? Let’s talk! 📞 Call (516) 692-2744. #TaxDeadline #TaxExtension #TaxPlanning #TaxReminder #GetOrganized #StefansGroup by @stefans.group
🍂 A new season is a good reason to revisit where your money is going. Review recurring expenses, eliminate what no longer serves you, & put those extra dollars toward your goals. Small adjustments can create room for bigger financial priorities. 📲 Ready to look at the bigger picture? Call (516) 692-2744. 💬 What's one expense you're ready to cut this fall? . . . . #FinancialPlanningMonth #FallFinancialReset #FinancialWellness #WealthManagement #TheStefansGroup by @stefans.group
Your home can become one of the most meaningful things you leave behind. 🏡 But, without clear direction, it can also become one more thing your family has to untangle when emotions are high. The right trust can help your family avoid probate court, address potential tax concerns & feel confident about what happens next. Ready to Start Planning? 📲Call (516) 692-2744. 💬 Have you talked with your family about what you want to happen to your home? . . . . #EstatePlanning #TrustPlanning #LegacyPlanning #FamilyWealth #TheStefansGroup by @stefans.group
If you were suddenly unavailable tomorrow, would your family know how to keep the financial side of the household moving? A One-Page Financial Roadmap 🗺️ gives your family a clear place to start: ➡️ What money comes in 📅 Which bills can’t be missed 📂 Where the accounts and documents are 📞 Who to call first A little organization now can prevent a lot of confusion later. Need help making sure the roadmap matches the plan behind it? Let's talk! 📲Call (516) 692-2744 to Schedule Your Estate & Financial Planning Consult . . . . #EstatePlanning #FinancialPlanning #FamilyPreparedness #FinancialOrganization #FinancialRoadmap by @stefans.group
🍂 Your life changes. Your plan should keep up. A fall review can help catch things like: ✅ Beneficiaries that no longer reflect your wishes ✅ Tax opportunities that may still be available before year-end ✅ Estate documents that haven’t kept up with changes in family, assets, or priorities Let’s make sure the plan still reflects the life you're building: 📞 Call (516) 692-2744 to Book Your Fall Review 💬 What has changed in your life since you last reviewed your plan? . . . . #FinancialPlanning #EstatePlanning #TaxPlanning #YearEndPlanning #TheStefansGroup by @stefans.group
Signing the Trust feels like the finish line. 🏁 But if your accounts, property, & other assets don’t match the plan, there may still be work to do. Let’s REVIEW what you have & make sure everything is working together to PROTECT You, Your Loved Ones, & the Life You’ve Built! 📲 Call (516) 692-2744 to Book Your Estate Planning Consultation. . . . . #EstatePlanning #TrustPlanning #FinancialPlanning #LegalPlanning #TheStefansGroup by @stefans.group

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