Estate planning isn’t a luxury — it’s a necessity. In a world where uncertainty is constant and legal matters can quickly get complicated, having a clear, customized estate plan is one of the most important steps you can take for yourself and your loved ones. And when it comes to top-tier estate planning in Great Neck and Queens, no name stands out more than the Law Office of Ann Margaret Carrozza.

With a reputation for compassion, clarity, and unmatched legal expertise, Ann Margaret Carrozza is recognized as the best estate planning attorney serving individuals, families, and business owners in New York. Whether you’re creating a will, establishing a trust, protecting assets, or preparing for medical or financial incapacity, her office ensures your wishes are not only understood but legally safeguarded.

In this comprehensive guide, we’ll explore the importance of estate planning, the services offered by Ann Margaret Carrozza, and why her office is the trusted choice for clients in Queens and Great Neck. If peace of mind, security, and legal clarity are what you’re looking for, keep reading — this is for you.

Introduction — Why Estate Planning Is a Must for Everyone

Estate Planning Isn’t Just for the Wealthy

A common misconception is that estate planning is only for the rich or elderly. The truth? If you have family, assets, or health concerns, you need an estate plan. Whether you’re a young professional with a growing portfolio, a parent securing your child’s future, or a retiree looking to leave a legacy — estate planning helps you take control of your future.

It’s not about how much you own; it’s about how you want your affairs handled when you can’t manage them yourself. What happens to your home, your savings, or even your pets if something happens to you? Who will make decisions on your behalf? These are questions every adult needs to consider — and the answers form the foundation of a good estate plan.

The Law Office of Ann Margaret Carrozza makes the process accessible and empowering, helping clients from all walks of life create customized plans that reflect their goals and values.

Protecting Your Family, Assets, and Legacy

At its core, estate planning is about protection. It’s about ensuring that your loved ones are cared for, your assets are preserved, and your legacy lives on — exactly how you intend it to. Without a clear plan in place, your estate could be tied up in probate court, your assets distributed against your wishes, and your family left with financial and emotional burdens.

With Ann Margaret Carrozza on your side, you can rest easy knowing that:

Your children or dependents will have designated guardiansYour property will be passed down smoothlyYour healthcare and financial wishes will be honored

And it’s not just about the end of life. Estate planning also protects you during life — from setting up power of attorney for unexpected medical events to shielding your estate from taxes and creditors.

Proper estate planning is a gift to your family. It removes guesswork, prevents disputes, and provides a roadmap for honoring your intentions. And when guided by an expert like Carrozza, the process becomes simple, personal, and deeply reassuring.

Meet the Top Estate Planning Attorney — Ann Margaret Carrozza

A Legacy of Legal Excellence

Ann Margaret Carrozza isn’t just another attorney — she’s a nationally recognized legal expert with decades of experience in estate planning, elder law, and asset protection. Formerly a New York State Assemblywoman, Carrozza brings a unique combination of legislative knowledge and legal practice to her work, making her an unmatched advocate for her clients.

She’s been featured on ABC News, CBS, Good Morning America, and other major platforms, not only for her legal expertise but for her approachable, client-first philosophy. Her practice is rooted in listening, educating, and empowering, and that’s why so many families across Queens and Great Neck trust her to handle their most sensitive legal matters.

Her reputation as the top estate planning attorney isn’t just about accolades — it’s about impact. Thousands of clients have found peace of mind, security, and support through her guidance.

Areas of Practice and Specialization

Ann Margaret Carrozza specializes in a wide range of estate planning and elder law services, including:

Wills & Living TrustsAsset ProtectionMedicaid PlanningHealthcare Proxies & Living WillsPowers of AttorneyProbate & Estate AdministrationBusiness Succession PlanningLong-Term Care StrategiesSpecial Needs Trusts

Whether you’re planning for your own future or managing the estate of a loved one, Carrozza provides tailored, strategic solutions backed by years of legal experience and a deep understanding of New York state law.

She works with individuals, couples, seniors, and business owners alike — always focusing on preserving dignity, minimizing tax burdens, and securing each client’s legacy.

What Is Estate Planning and Why It Matters

Key Elements of a Comprehensive Estate Plan

Estate planning is often misunderstood as just creating a will, but it’s so much more than that. A truly comprehensive estate plan addresses every aspect of your financial, medical, and personal affairs — during your lifetime and after.

Here’s what a well-rounded estate plan should include:

Last Will and Testament — Outlines how your assets will be distributed and appoints guardians for minor children.Living Trust — Allows for the private, efficient transfer of assets without going through probate.Power of Attorney — Authorizes a trusted person to handle your financial matters if you become incapacitated.Healthcare Proxy and Living Will — Appoints someone to make medical decisions for you and outlines your healthcare preferences.Beneficiary Designations — Ensures that accounts like retirement plans and life insurance policies go directly to your chosen beneficiaries.Letter of Intent — Provides guidance for your family and executors on your wishes beyond legal documents.Asset Protection Strategies — Shields your estate from unnecessary taxes, creditors, and long-term care costs.

The Law Office of Ann Margaret Carrozza specializes in crafting these customized plans for clients across Great Neck and Queens. With her guidance, each piece of your estate plan fits together seamlessly, ensuring your wishes are honored and your family is protected.

Services Offered by the Law Office of Ann Margaret Carrozza

Wills, Trusts, and Asset Protection

Wills and trusts are the foundation of most estate plans, but they serve very different functions. A will directs how your assets are distributed after death, names an executor, and appoints guardians for minors. However, wills must go through probate, a public and sometimes lengthy legal process.

A living trust, on the other hand, allows your assets to pass privately and quickly, avoiding probate entirely. It can also protect your privacy and simplify matters for your heirs. Ann Margaret Carrozza helps clients decide which approach — or combination — is best for them.

Asset protection is another essential service, especially for clients concerned about long-term care costs, taxes, or creditor claims. Carrozza uses advanced strategies like irrevocable trusts and Medicaid-compliant plans to preserve wealth and minimize exposure.

These legal tools aren’t one-size-fits-all. That’s why the Law Office of Ann Margaret Carrozza offers personalized estate planning that considers your unique goals, family dynamics, and financial picture.

Why Residents of Great Neck & Queens Trust This Law Office

Local Expertise with Personalized Service

When it comes to estate planning, local knowledge matters. Laws vary from state to state, and even subtle differences in regional real estate markets, family structures, or tax implications can affect how your estate should be planned. That’s why the residents of Great Neck and Queens trust Ann Margaret Carrozza — because she not only understands New York law, she understands New Yorkers.

She knows the dynamics of Queens’ multigenerational households, the unique planning needs of Great Neck’s high-net-worth families, and the challenges facing local entrepreneurs and retirees alike. Her advice is always grounded in real-world application — not just theory.

Unlike large corporate law firms, her practice provides white-glove, one-on-one service. You’re not handed off to a junior associate. You work directly with Ann Margaret Carrozza, whose name is on the door and whose reputation is built on excellence.

Clients receive personalized attention, detailed planning, and compassionate guidance. It’s this unique blend of professional brilliance and heartfelt service that has made her a trusted name across the communities she serves.

Benefits of Having an Estate Plan

Avoiding Probate and Legal Conflicts

One of the most significant benefits of estate planning is avoiding probate, the court-supervised process of validating a will and distributing assets. Probate can be time-consuming, expensive, and very public — especially in New York, where court delays are common and legal fees can escalate quickly.

By working with Ann Margaret Carrozza to establish tools like revocable living trusts, clients can bypass probate entirely, ensuring their assets are passed smoothly and privately to their chosen heirs. This not only saves time and money but also spares your loved ones from the stress of court proceedings during an already difficult time.

In addition, a clear, legally sound estate plan helps prevent family disputes. When everything is documented and authorized by an experienced attorney, there’s little room for confusion or conflict. It reduces the risk of contested wills, disagreements among siblings, or unintended disinheritance.

Estate planning provides certainty — not just for you, but for the generations that follow.

Elder Law Services and Medicaid Planning

Navigating Long-Term Care Costs

One of the greatest financial challenges older adults face is the cost of long-term care. Nursing homes, assisted living facilities, and in-home care can be incredibly expensive — and without the right planning, they can quickly drain a lifetime’s worth of savings.

Ann Margaret Carrozza helps clients in Great Neck and Queens prepare for these realities through Medicaid planning and asset protection strategies. By legally repositioning assets, establishing Medicaid-compliant trusts, and leveraging spousal protections, she helps seniors qualify for benefits without losing their homes or life savings.

This type of planning is incredibly time-sensitive. Waiting until care is needed can limit your options and expose your estate to massive costs. That’s why early consultation with an experienced elder law attorney like Carrozza is critical.

She’ll walk you through each step — from preserving eligibility to completing the application — so you can focus on what matters most: your health, your family, and your quality of life.

How Ann Margaret Carrozza Supports Families Through Transitions

Estate Planning for Newlyweds, Parents, and Retirees

Estate planning isn’t just for those nearing the end of life — it’s a critical step during many of life’s major transitions. Whether you’ve just married, welcomed a new child, or entered retirement, having a plan in place ensures you’re prepared for whatever life brings.

Newlyweds often overlook estate planning in the excitement of beginning a life together. But creating a plan early means that each spouse has legal authority over finances, medical decisions, and assets should something unexpected happen. Carrozza helps couples establish wills, power of attorney, and shared trusts that protect both partners equally.

New parents are another group that greatly benefits from early planning. Your estate plan can name legal guardians for your children, create trusts to manage their inheritance, and ensure that resources are available for education and care if the unthinkable occurs. Carrozza takes great care to walk parents through every “what if,” giving them peace of mind and security.

For retirees, the focus often shifts to protecting assets, avoiding probate, and making plans for healthcare. Carrozza helps retirees update outdated documents, coordinate retirement accounts and life insurance policies, and prepare for possible incapacity through powers of attorney and living wills.

No matter where you are in life, Ann Margaret Carrozza provides thoughtful, customized guidance to help you and your family prepare for the future — with dignity, confidence, and legal clarity.

Trust Administration and Probate Assistance

Even the most carefully designed estate plan will eventually need to be implemented — and when that time comes, families need guidance. Administering a trust or navigating probate can be complex, emotionally draining, and filled with legal pitfalls. That’s why the Law Office of Ann Margaret Carrozza also provides post-death legal services that make the process smoother and more manageable.

For families dealing with probate, Carrozza ensures that court filings, deadlines, and distributions are handled properly. She works with executors to inventory assets, pay debts, and distribute inheritances in compliance with New York law — all while supporting the family emotionally during a difficult time.

When a trust has been established, she provides trust administration services, helping trustees fulfill their duties, file taxes, manage assets, and communicate with beneficiaries. This is especially important when minors or vulnerable individuals are involved, as missteps in trust administration can lead to legal challenges.

The transition after a loved one’s passing should be handled with compassion, not confusion. Ann Margaret Carrozza steps in with grace, clarity, and professionalism to help families carry out final wishes with respect and efficiency.

Client Testimonials and Community Recognition

Stories from Satisfied Clients in Queens & Great Neck

Clients of Ann Margaret Carrozza consistently share glowing reviews about their experiences. It’s not just the results that earn their trust — it’s her human approach to law.

One client from Great Neck shared, “Ann treated our family like her own. She helped us through one of the most difficult transitions of our lives and did it with empathy, patience, and deep legal knowledge. We are forever grateful.”

Another from Queens said, “We had no idea where to start with estate planning. Ann broke it all down, made us feel comfortable, and gave us the peace of mind we didn’t even know we needed. She’s the real deal.”

These testimonials reflect a consistent theme: confidence, comfort, and clarity. Whether clients are creating their first will or navigating the complex probate process, Carrozza’s care and precision make all the difference.

Awards, Media Mentions, and Legal Accolades

Ann Margaret Carrozza isn’t just trusted by her clients — she’s recognized nationwide for her expertise. Her work has been featured on major news networks including:

ABC NewsGood Morning AmericaFox NewsCBS

She’s also been quoted in top publications such as The New York Times, Forbes, and USA Today for her expert commentary on estate planning, elder law, and wealth protection strategies.

Her long-standing service as a New York State Assemblywoman further strengthens her understanding of law and public policy — giving her unique insight that benefits every client she serves.

From TV screens to courtrooms, Carrozza has built a reputation based on trust, excellence, and leadership in the field of estate planning and elder law.

Schedule a Consultation with Ann Margaret Carrozza

How to Get Started

Getting started with estate planning might feel overwhelming — but with the Law Office of Ann Margaret Carrozza, it’s easy, personalized, and empowering.

Here’s how to begin:

Visit the Website
Go to AnnCarrozzaLaw.com to learn more about her services and read helpful blog posts that explain key concepts in plain English.Schedule a Consultation
Fill out the contact form or call the office directly to book your confidential consultation. Whether in person or virtual, the first meeting is all about learning your goals and answering your questions.Receive a Custom Plan
Based on your needs, you’ll receive a clear, comprehensive estate plan — explained in detail, and tailored just for you.Stay Protected for Life
As your life evolves, your plan can too. Carrozza’s team is there to help you make updates, review your plan, or address new challenges along the way.

Virtual and In-Person Appointments Available

Whether you’re in Queens, Great Neck, or beyond, Ann Margaret Carrozza makes estate planning convenient. Clients can choose between virtual consultations or in-person meetings at her law office. Flexible scheduling ensures you get the legal help you need — on your terms.

No matter how busy your life is, there’s never been a better or easier time to protect your future.

In Summary, Secure Your Future with a Trusted Estate Planning Attorney

Estate planning is one of the most meaningful acts you can do for your family. It ensures your wishes are honored, your legacy is preserved, and your loved ones are protected — not just after you’re gone, but during life’s most challenging moments.

And when it comes to finding the right partner for that journey, Ann Margaret Carrozza stands above the rest. As the top estate planning attorney in Great Neck and Queens, she offers more than legal expertise — she offers clarity, compassion, and peace of mind.

Whether you’re creating a plan from scratch or updating an old one, don’t wait until it’s too late. The best time to secure your future is now — and with Ann Margaret Carrozza by your side, you’ll be in the best hands possible.

FAQs

Q1: What is the difference between a will and a trust?
A will outlines your wishes after death and must go through probate. A trust allows assets to be passed privately, often avoiding probate and offering more control over asset distribution.

Q2: How often should I update my estate plan?
You should review your estate plan every 2–3 years or after major life events such as marriage, divorce, having a child, or significant financial changes.

Q3: Is estate planning only for wealthy individuals?
No. Estate planning is for anyone who wants to protect assets, plan for incapacity, and ensure their loved ones are cared for. It’s about clarity and peace of mind, not just wealth.

Q4: Can I name guardians for my children in my will?
Yes. Your will can name a legal guardian for your minor children, ensuring they are cared for by someone you trust if something happens to you.

Q5: How do I schedule a consultation with Ann Margaret Carrozza?
Visit AnnCarrozzaLaw.com or call her office to schedule a virtual or in-person consultation. The process is easy and completely confidential.