Estate Planning

The advantage of the personal service offered by Stefani & Stefani is probably most apparent in the estate planning area. The knowledge acquired by us concerning a client’s often unique family situation is especially useful in helping the client decide on the type of trust or trusts that is right for his or her family situation as well as what provisions to include in that trust or trusts. Stefani & Stefani’s approach to estate planning is to simplify the process for our clients. Because our clients know our capabilities and qualifications and because most of them do not have the time to attend estate planning seminars to learn all the complexities of the law of trusts, state death taxes and the Federal Estate Tax, they are often content to accept our recommendations as to which alternatives best meet their family’s needs.