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
Intervivos Revocable Trusts (Living Trust)
Irrevocable Trusts
Trusts for Minors
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.
Latest News
Are 2018 State and Local Real Property Taxes Paid in 2017 deductible or not? The Answer’s in the Statute.
By: John L. Marien On December 22, 2017, President Trump signed into law the Tax Cuts and Jobs Act. In light of the various tax cuts contained in the revisions to the Internal Revenue Code, Congress was compelled to formulate ...
Read moreWhat Tax Reform Could Mean For Your Clients
By: Michael J. Tedesco, Esq. On December 22nd, 2017 with one stroke of a pen, president Trump signed into law the most sweeping tax law changes in a generation. For the first time in over 30 years tax professionals will confront ...
Read moreAragona Trust: Passive Activity Losses, the Material Participation Exception, and the Medicare Tax
Generally speaking, most taxpayers, including individuals and trusts, are denied the use of their passive activity losses and credits to offset ordinary income under the passive activity loss (“PAL”) rules of Section 469 of ...
Read moreShedding Some Light on the PFIC Regime
By: Kenneth A. Grossberg Today, United States investors in foreign corporations often find themselves with an unknown or unexpected problem. In particular, investors in mutual funds organized outside of the United States have ...
Read moreIRS Launches Compliance Initiative on Estate & Gift Tax
The IRS has recently launched a compliance initiative aimed at identifying taxpayers with potential estate or gift tax liabilities or related compliance issues. As part of this initiative, the IRS has requested and received ...
Read moreForeign Bank Account Reporting FBAR and the IRS Voluntary Compliance Initiative of 2009
On March 23, the IRS announced its voluntary compliance initiative to encourage disclosure of foreign bank account details, such as previously undisclosed foreign financial accounts and entities. The policy will remain in place ...
Read moreWe are a law firm built on Experience, Vision & Trust
Whether you need tax counsel for litigation, representation before the IRS, an advocate in tax controversies, or thorough tax analysis and objective consulting, our attorneys have the experience and obtain lasting solutions.