Reviews

I’ve found Paul Stano to be a wonderful asset for our nursing facility’s residents and families. He excelled in assisting our residents to obtain Medicaid and VA benefits. He has also helped families during the trying time of dispersing funds and getting things in proper financial order to preserve assets and pay for long-term care. Paul’s friendly and down-to-earth. He’s also very dedicated to helping people in the region become better educated on the importance of pre-planning for long-term care. It’s a good investment to go and see him

My father originally went to Paul Stano to have a will prepared. However after his health began to change, we needed to get things in place to help him enter assisted living and have these expenses paid for. Mr. Stano took care of everything for us, including getting him VA benefits. I would’ve had no idea how to go about doing this. He saved me so much aggravation and heartache. My father took care of me for many years growing up, and I wanted to make sure I took care of him when the time came. Mr. Stano helped me do this. I talk to others who think it’s very simple to get VA benefits. But they have no idea how difficult this can be. I tell folks to let Paul Stano do it for them. He gets things done so smoothly.

I have been fortunate to have worked with Paul Stano for over 10 years, assisting his clients in the accounting and tax preparation for the irrevocable trusts he has designed to aid families in the preservation and management of their aging relative’s assets. The irrevocable trusts have resulted in preserving assets that result in a step-up in basis for the beneficiaries of the estate, resulting in less income taxes when later sold. I lost count of the number of clients that have made unsolicited comments as to how pleased they are to have found Paul

We couldn’t have asked for a better person to put together a sound financial plan for our mothers than what Paul Stano provided for us. Both of them wound up requiring care, Richard’s mother in a nursing home and Sandy’s in assisted living. Paul held our hands throughout the entire process, and wound up saving a great deal of money from the estate. It was well worth our time and the investment to go to see him. It would have been a financial nightmare if we hadn’t! We first learned about Paul because he was recommended to us by a couple of different people. In turn, we don’t hesitate to recommend his services to others because he’s that good with what he can do for you. In fact we are going back to work with Paul again to help with Sandy’s sister and her present caregiving needs. We want to make sure her assets are protected in the face of what she may require. There was no question that Paul Stano was who we’d go see for this. He has been wonderful!