PRIVACY POLICY FOR ESTATE PLANNING AND ASSET PROTECTION

At the Bluestein Law Firm, we take client privacy and confidentiality very seriously.

In order to help you plan for your needs and goals, it is important that we have accurate information about you, your family, your assets, and your wishes. You can speak with us with the knowledge that we have a strict privacy policy.

We feel a tremendous responsibility when you trust us with this information and we will not share your personal or confidential information with your family members, other people, or institutions without your consent.

Our privacy policy does allow, with your permission and when appropriate, to coordinate with your financial planners, tax advisors, and other professionals in the course of developing and implementing your estate plan. We may also need to communicate with the courts or other governmental authorities such as the IRS, but that will be at your direction, and we will limit what we share with them to only what is necessary for their role in your estate plan.

In addition to collecting your information at a consultation, we also obtain contact information from our clients and prospective clients who are downloading information from our website or are subscribing to our blog, newsletter, or other mailing lists. Our privacy policy regarding information collected for these purposes is that it will also be kept confidential and will not be sold or shared with other companies or individuals.

If your are subscribed to our email or mailing list and no longer wish to be subscribed, you may contact us to remove your name from any subscription.