Estate Planning

Andreozzi Bluestein LLP provides representation, advise and drafting services to individuals and couples in need of a wide array of estate planning work. We also provide representation to estates in both probate and intestate administrations.

Estate Planning

Andreozzi Bluestein LLP provides representation, advise and drafting services to individuals and couples in need of a wide array of estate planning work. We also provide representation to estates in both probate and intestate administrations.

While our objective is to minimize estate taxes, we will not do so at the risk of depriving you of control of your assets and financial security. We know how important it is to protect and maintain control of the assets that you worked hard to acquire, and our goal is to make sure that your wishes are carried out. Above all, we want you to feel comfortable with your estate and financial plan.

Depending on your individual circumstances your estate plan may include a wide variety of estate planning strategies which may include:

Credit Shelter Trusts

Properly and securely shifting wealth to future generations.

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Intervivos Revocable Trusts (Living Trust)

Analyzing all options and identifying the proper strategy for each individual client.

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Irrevocable Trusts

Distributing assets to beneficiaries during or after the trustor’s lifetime.

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Trusts for Minors

Identifying strategies to reduce your inheritance taxes.

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The first step in this process is to evaluate the strategies available to you in light of the current tax law and to identify the planning strategies that will best allow you to pass your assets to your beneficiaries with the least amount of tax.  The next step is to prepare draft estate planning documents which are sent to you for your review and comments.  Your questions and concerns are of the highest importance to us and we are available in person, by phone or email to address any questions or concerns that you may have about the documents or the process in general.  Once all questions have been addressed, the final version of the estate planning documents are prepared and a final meeting is then scheduled to execute these documents and to put your estate plan in place.

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