Ann Margaret Carrozza

Ann is the best at what she does. She understands the law she knows how to apply it and she works diligently to protect the assets of her clients. As a former anchor at CNBC I interviewed many financial planners and attorneys and other experts in estate planning. Ann has to be among the best. She has... taken care of estate work for me and my wife and our family and we remain thoroughly happy. We have had to update over time and she is always accessible, affable and eager to help. Whether your needs are elder care or general estate planning Ann is the one to see and the only one.

The first time I met Ann-Margaret Carrozza, an elder care lawyer, was in 2006. As the executrix of my parent's Last Will and Testament, I accompanied then to the law offices of Ann-Margaret to be part of the process. This would be the first meeting of many, through the years 2006-2017, for the purpo...ses of updating their Will and preparing an Estate Plan for them. Each and every time, I was impressed with the knowledge, professionalism and warmth that Ann-Margaret possessed. My mother passed away in 2019 and my father passed away this past year. Along with grieving, I was feeling overwhelmed by the daunting task of what steps I needed to take next or even where to begin. During last year's pandemic, I reached out to Ann-Margaret and she promptly set up a virtual consultation, during which she was very patient addressing all our needs. Giving me the time I needed to have all my questions answered, she made sure that I understood the process and gave me the tools to navigate all the steps at no charge. I had a challenging situation with a sibling and Ann-Margaret provided me with a thoughtful solution that honored what my parents wanted and protected my sibling, as well. What impressed me most about this meeting was before we got into the business part, Ann-Margaret asked me about the last couple of months of my father's life and all that he went through. Her sincere concern and compassion was so heartwarming, I knew immediately that this is a person that really cares about people and her clients! I know that I can reach out to her at any time with questions or seeking her advice. My husband and I know that when we are ready to begin the Estate Planning process for our children, there is no doubt that we will be contacting Ann-Margaret. I wholeheartedly recommend the Firm of Ann-Margaret Carrozza to all my family, friends and anyone that needs a dedicated, knowledgeable, compassionate and professional elder care lawyer.

If you are looking for an expert elder care attorney who is patient and understanding, look no further than Ann Carrozza. She has been such a blessing guiding my parents and me through the process of elder care law. These are topics that are difficult to discuss, and yet the planning is of the utmo...st importance. Ann was patient throughout the entire process. She was clear and throrough in her explanations and provided us with options. We felt well informed and never felt like a bother. Ann and her team are fantastic. I highly recommend Ann and her team.

So many Baby Boomers like myself, I am dealing with aged Mother and the financial strain to support her. I turned to the Law Office of Ann-Margaret Carrozza and her excellent staff to help me through the myriad rules and regulations on Medicaid and protecting the modest assets that my mother had ac...cumulated. Yes, it is true you can try doing this yourself, but that would be very ill-advised and more expensive. The reason is simple, Ann-Margaret and her staff know the rules and regulations and the obstacles and can avoid them and speed the process. Any delays in approvals or the need to re-submit is costly and could have been avoided when done properly the first time. A special thanks goes to Lisa Scalise who showed patience and caring in handling the case. I would highly recommend the Law Office of Ann-Margaret Carrozza and would not hesitate to use them again.

My husband and I have had the pleasure of working with the attorneys at The Law Offices of Ann-Margaret Carrozza for several times over the last five years. He came to them after doing a search for elder-care lawyers in our area. My husband had a consultation with Ann-Margaret to review his elderly m...other’s situation and needs, and then retained the firm for all the legal work—a power of attorney, will, health care proxy, and estate planning services. This past autumn, we retained them for all the same services for ourselves. We’ve worked with Debra Kruper and Maureen Wynne throughout this period. They are exceptionally professional, thorough, and generous with time and advice. That would be sufficient reason to retain this woman-owned law firm, but they also possess a rare quality of empathy and generosity of spirit. Whenever a home visit was necessary to get papers signed, they came to Mom’s or our home. If we needed an extra witness, they provided one. Whenever we had a question, or needed help sorting out a thorny situation, they were always available by phone or email or in person. The small fee my husband paid for the initial consultation (which was deducted in full from all the legal work we did) was a big and valuable investment in Mom’s security and in our own. We’ve been extremely happy with their services over the last five years. I know that we have done well by the next generation of our family by retaining lawyers who are not just really good at their jobs and fierce, committed defenders of our interests, but are also good, honest people with generous hearts and compassion (as well as street smarts). If I could give them a million stars, I would.