Jeffrey R. Silverman is an experienced financial and estate planning professional with the Center for Wealth Preservation. Being both a Certified Financial Planner™ practitioner and a licensed attorney* in the State of New York, he has the combined experiences in financial and legal matters to successfully h...

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Mr. Kass earned his law degree from Pace University School of Law and a Certificate in Health Law and Policy. He is admitted to the NEW YORK and NEW JERSEY State Bars. Since 1993, Mr. Kass has helped families complete their Estate Planning, guiding them through the mazes of governmental entitlements and tax law. His pr...

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For the entirety of my career, I have dedicated myself to providing top-notch financial advice and service to my clients in the financial services industry. To help ensure that I am at the pinnacle of my industry, I have completed my Ph.D. in Financial and Retirement Planning at The American College. I hold a Master of...

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Donna Stefans is the founder and lead attorney at Stefans Law Group PC with over 25 years of experience in Elder Law, Estate Planning, Special Needs Planning, Retirement Income Planning, Medicaid optimization, and Income Tax & Asset Management. Her unique expertise allows her to create and maintain holistic life-ca...

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