Stefanie Sovack
Areas of Focus: Life and Legacy Planning, Kids Protection Planning
Licensed States: New York
What to expect from Stefanie Sovack
- A 15 - minute introductory call to understand your goals and needs
- 2 - Hour Working Family Wealth Planning Session: A comprehensive look at your current family dynamics and your assets, including a comprehensive inventory of everything you have so none of it is ever lost.
- Education on how the law impacts your family and assets, focused specifically on your County, State and Country of residence.
- A transparent discussion of your options to care for what matters most to you, no matter what happens Planning options that work for you and the people you love. Relational, compassionate counsel to help you make "eyes wide open" choices for yourself and the people you love.
- A clear plan (not just documents) for how your assets and those you love will be taken care of, throughout every stage of life, and in the event of your incapacity or death.
About Stefanie Sovack
About Us:
We are proud that our clients have repeatedly turned to us for counsel and representation, and we work hard to earn their trust every day.
Ms. Sovak is admitted to practice in New York State. She focuses her practice on Estate Planning, Estate Administration, Probate Matters, Elder Law and Residential Real Estate.
Ms. Sovak is also an author and frequent speaker on individual planning for long term care and the impending crisis for the elderly and baby boomer population.
Her most recent book, Living The Fabulous Exit – Bringing Sanity To Your Plan When the Inmates Are Running The Asylum provides a decidedly irreverent but honest look at what to do when long term care needs threaten the “gold” in golden retirement.
Ms. Sovak earned her undergraduate degree from Georgetown University in Business Administration and her law degree from Pace University School of Law. Ms. Sovak graduated from Pace Magna Cum Laude and was on Law Review.
Ms. Sovak sits on the board of the Hudson Valley Estate Planning Council.
She is a member of the New York State Bar Association.
She is a member of the National Academy of Elder Law Attorneys and the Hudson Valley Chapter of the National Aging in Place Council.
THE PERSONAL FAMILY LAWYER PROMISE
What makes PFL lawyers different?
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How you hire us.
We begin with a comprehensive inventory of everything you own, and everyone you love, and consider it all in a working meeting, called a Family Wealth Planning Session, to guide you to clarify your financial life and legacy goals before we draft a single document.
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How we plan.
We work with you throughout every life stage to map out the most likely scenarios for you and the people you love, planning for each as your life, the law, and your assets change over time.
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What we protect.
Our Life & Legacy Planning process ensures everything that matters most -- from your financial assets to your values, insights, stories and experience -- are captured and documented during your life and cared for over the generations to come.
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What you see.
Transparency in our process, and our fees … all of which are flat fees, agreed to in advance, based on your choices and with no surprises, ensuring we stay on the same side of the table - supporting you to make a lifetime of great decisions - every step of the way.
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How we deliver.
Our systems help you get clear and organized, overcoming the exact issues that keep most estate plans from actually working when they are needed most. We help you leave your family with a gift of love, and not a mess.
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How our plans work.
One-and-done estate plans focused only on money are a recipe for a big mess. We help you throughout every stage of life and be there for the people you love, when you can’t be.
Contact Stefanie Sovack
Complete the form below to reach out and schedule your 15-minute discovery call.