Insurance Planning

Law Offices of Richard A. Sarner, LLC ● Stamford, Connecticut ● New York City ● Life Insurance Estate Planning Attorneys

At the Law Offices of Richard A. Sarner, LLC, we know that one of the most effective estate planning tools is insurance. The effective use of life insurance can be a good way to leverage current assets and protect against risk. The careful application of insurance can ensure that a trust is fully funded or allow for the seamless succession of your small business.

Allowing for the periodic payments of insurance premiums can be the difference between creating a trust that would have sufficient assets to do what it is designed to do, and one that is under-funded. Other estate planning applications of life insurance include:

• planning for payment of estate taxes
• succession planning for family or closely held businesses
• replacing family wealth—when funds have been diverted for charitable causes, life insurance policies can fund wealth replacement trusts

Law Offices of Richard A. Sarner ● Experienced Estate Planning Lawyer

Our attorneys, Richard A. Sarner, and Susan F. Rothwell  have over thirty-five years of combined experience in estate planning. The firm has attained the prestigious Martindale-Hubbell® AV rating* and is listed in the Martindale-Hubbell® Bar Register of Preeminent Lawyers™ In addition, Mr. Sarner has co-authored the books, “Giving: Philanthropy for Everyone,” (Quantum Press, 2002) and “Love, Money, Control: Reinventing Estate Planning—Practical Answers from America's Foremost Estate Planning Advisors .” (Quantum Press, 2004).

Our firm is able to tailor estate plans to each client's specific needs. We have access to cutting edge techniques, sophisticated software, and the best minds in the field through our membership in WealthCounsel, LLC, and Wealth Strategies Collaborative®. Our estate planning practice includes asset protection planning, probate, living trusts, and more.

Contact a Stamford Long Term Care Insurance Planning Attorney

If you want to learn more about leveraging your current assets through insurance planning, contact the experienced estate planning attorney at the Law Offices of Richard A. Sarner in Stamford, Connecticut.

The Law Offices of Richard A. Sarner ● www.SarnerLaw.com

The Law Offices of Richard A. Sarner, LLC, proudly serves clients in Fairfield and Westchester counties—including the Connecticut communities of Stamford, Bridgeport, Fairfield, Norwalk, Danbury, New Haven, Westport, Wilton, Ridgefield, Greenwich, New Canaan and Darien, and the New York City boroughs of Manhattan, Brooklyn, Queens, and the Bronx and the Westchester County communities of White Plains, Bedford, Pound Ridge, Scarsdale and Nassau County and Suffolk County on Long Island

*CV, BV, and AV are registered certification marks of Reed Elsevier Properties Inc., used in accordance with the Martindale-Hubbell certification procedures, standards, and policies.

Martindale-Hubbell is the facilitator of a peer review rating process. Ratings reflect the confidential opinions of members of the Bar and the judiciary. Martindale-Hubbell ratings fall into two categories - legal ability and general ethical standards.