Stefans Law Group PC - Woodbury, NY

Extremely knowledgeable and thorough are the first words that come to mind. Donna explained each facet of our estate planning in simple language making the process understandable. We will have other family members using Stefan's for their legal and financial planning. Donna and her legal team are wonderful.!

I recently used Stefan?s Law Group to obtain all the necessary elder care documents for a loved one. Donna and her staff walked me through the entire process and they were in constant contact with me. This is not something the average person does everyday, but they went above and beyond to explain everything and make sure I understood it. Phone calls were always returned in a timely fashion, often followed up with an e-mail if I was not available to answer. Their office is small enough to make you feel like family, yet big enough to take care of everything you need with respect to elder care. I appreciate their professionalism and highly recommend them.

Knowledgeable, friendly and easy to understand, Donna Stefans and team helped me with estate planning. As a nervous new retiree, I really appreciated how personable and professional the entire team was during the process. Very open to my many questions. I am relieved to know these matters were handled so well, and that I received such high-quality support. A wonderful experience all around.

Excellent and professional estate planning firm. Wonderful staff and that gives expert advice and compassionate care! Highly recommend for any of your estate planning needs!

Stefan Law Group provided superior and highly professional service for our family estate planing and accounting needs. The staff executed their responsibilities with care, confidentiality and expertise. Donna Stefans went above and beyond to guarantee all documents were processed accordingly and in a timely fashion. It was a pleasure to work with such a noted firm.

In 2020 my 92 year Uncle was hospitalized, followed by a period of rehabilitation & then entered an assisted living facility. He is a widower & has no children. My father, his 89 year old brother could not take care of his affairs. My Uncle has assets that needed to be protected. I knew I needed help. After speaking to numerous elder attorney law firms I set up a meeting with Stefans Law Group. The best decision I could have made. I met with attorneys Donna Stefans & Karen Muir. We thoroughly discussed my Uncle's situation & a plan was developed to protect not only my Uncle's assets, but our family assets as well. All necessary legal documents were prepared or updated, & a financial plan was put in place, monitored by Tom Brucia, CFP. Ann Doyle, Medicaid Liaison prepared the necessary medicaid paperwork. Communication is key & the folks at Stefans Law Group are always available & keep you advised & updated at every step. My family & I are truly grateful to the Stefans Law Group for their continued service & assistance with our families legal needs.

After our family attorney retired, my wife and I are very happy to have become clients of Stefans Law Group. Donna and her associates are very easy to talk with and made setting up our estate plan straight forward and rewarding. Thank you all!

I found the team very easy to work with. I did not feel rushed and I really felt that the team was interested in helping me understand all that applies to estate planning. Great job.

Donna is extremely knowledgeable, personable and upfront in discussing my needs. Dealing with Donna and Kathy was a refreshing and positive experience.

They were very helpful with my moms final affairs and selling her house

Very efficient and thorough! Highly recommended. Thank you for always helping me out!

In a word . . . trust. We trust the team at Stefans Law Group, and they earn that trust year after year. We primarily work with the team on our tax filings. We used to go in person every year as we lived close by. We have since moved to CT but continue to work with them online and over the phone. While we miss seeing our friends at the Stefans Law Group in person, the process online and over the phone has been seamless, convenient, and their service is outstanding. This year we filed a bit late close to the deadline and they turned the work around in a flash. Thank you, Marilyn, Henry, Donna, and Mary Lou, as always!

Thanks for an informative presentation. A friend did attend the May 5th presentation as the result of my recommendation.

My family has been utilizing Stefans Group for tax reporting and legal matters for over two decades. Marilyn, Donna and the entire staff are outstanding in their knowledge, guidance, and support of their clients. Those I have recommended to the Stefans Group have always been thankful to me, impressed with the firm and become clients as well.

I have been a client of The Stefans Group for many years. Personal, professional and caring organization. I use The Stefans Group for all my needs and will continue to do so. I highly recommend, you'll be happy you did!

It is always a pleasure to work with the team at Stefans Group. I am given expert guidance when filing my taxes every year. Everyone is attentive and efficient. I am forever grateful for the work you do and the results achieved on my behalf. Many thanks again for the guidance and sound advice that I have come to rely on with total confidence.

The most Professional, Helpful and Caring people I ever met. They go out of there way to help and advise you.

Knowledgeable, friendly staff that are very accessible. Actively listen and provide sound and relevant solutions tailored to meet my needs. Have been doing business with this firm for a long time and plan to continue doing so. Highly recommend this firm to anyone looking to do business with a practice where your needs are front and center.

Donna Stefans has been doing legal work for my family for two generations. I was so impressed with how she handled my fathers will that I hired her going forward for all my legal matters. I highly recommend her and I?m sure my children will use her legal services as well. Janine Giorgenti

As a Certified Financial Planner and advisor I often find need to team up with other professionals such as Attorneys and CPA?s etc. I became acquainted with Donna Stefans of Stafans Law Group from Woodbury, NY in 2005. Over the years we have not only worked on dozens of cases covering a wide spectrum of client needs including Estate planning, Special Needs planning, Business succession planning, ERISA employee retirement benefit plans, Insurance planning, real estate transactions and many more. By teaming up we up we have been able to bring the best practices of client advocacy to every case we work on. We have also enjoyed numerous speaking engagements representing both the financial and legal issues that impact so many families effected by special needs situations. Honesty, reliability and integrity are traits that any of Donna Stefans clients can depend and rely on. I?m proud to enjoy our professional relationship and personal friendship. Robert Westbrook, CFP, AIF Certified Financial Planner Westbrook Financial Services, Inc.

I have received supportive and wise counsel since 2012.

Best experience I've ever had with a law firm. Three years ago I unexpectedly had to apply for Medicaid for my dad. Stefans Law Group came as a recommendation and they put everything in to place, were on top of their game, and gave me great guidance with a compassionate attitude on top of it all. They certainly know their stuff and were the calming voice that helped me navigate the crazy storm that is Medicaid. Additionally, they supplied recommendations for a Home care agency, an advocate for Medicaid assessment, and a real estate attorney, all of whom were fantastic connections. My husband and I have also used their tax services for the past 3 years for ourselves?we've worked with Henry and Marilyn who were both exceptional. They are the full package and I highly recommend!

We have been going to Stefans Law Group for over 20 years for not only our accounting needs but for Elder care law and Wills. They are professional, compassionate and thorough. Mary Lou is wonderful and always look forward to seeing her, Marilyn and Donna every year. My parents, siblings and children are clients as well.

Stefans Law Group is a powerhouse to service all your legal, tax, and investment needs. They are always professional and welcoming!

Professional, personable, efficient .Every experience has completely me my expectations.

I have worked with the Stefans group for many years, both tax preparation and elder law. I have had the most professional rewarding relationship with them over the years and recommended them to friends, who have been equally pleased. They are more than professionals they are always a friendly face to help you out when in need. Every time you go into the office you were always personally greeted by Marilyn and Donna Stefans. I?ve always been more than satisfied and will continueDo use them in years to come

We have been going to them for many years. They have helped us and our parents with financial planning and elder law paperwork. The Stefans Group has an amazing, knowledgeable and helpful staff. Walk in a new client, and walk out family.

Stefans Law Group in Woodbury made me feel comfortable and at ease. They have a friendly and empathetic approach to your needs. I would highly recommend this group!

Took care of everything and got it done. Thank you.

I had an excellent experience with the Stefans Law Group working on estate planning, tax services and Medicaid application. They were very knowledgably and well as open to my questions and concerns, that were promptly addressed. Everyone was polite and kind, making me and my elderly parents feel comfortable. I plan to continue work with them whenever my needs necessitate.

The peace of mind and excellent advice provided by Stefan?s has been invaluable . They have my complete trust in all financial matters and the staff is very conscientious and courteous

We had both my own family?s estate plan and my mother-in-law?s to plan. Due to a couple of complexities, a team handled our case to get the right people on the job at each step of the process. Each and every person at Stefans gave us their kind and responsive attention. I felt as if we had the whole firm helping us. They have quite a team and I highly recommend them for elder and estate legal needs.

Our family worked with several attorneys to set up a trust and apply for Medicaid for a family member. All of the attorneys responded to our questions and concerns promptly. We also worked with Ann Doyle and we cannot stress how exceptional she is. Ann is knowledgeable, efficient and patient. We highly recommend Ann and the firm.

very well explained and helpful about my case very thorough very detail oriented

My family had a great experience with the Stefans team, they made our estate planning easy and left us feeling much better about our family's wellbeing. I've since recommended others in my family to use Stefans.