Retirement Planning

Law Offices of Richard A. Sarner, LLC ● Stamford, Connecticut ● New York City ● Retirement Planning Lawyers

At the Law Offices of Richard A. Sarner, LLC, we will work with your financial advisor to make sure your all financial needs are met—including retirement planning, asset protection, and wealth transfer. Because how you utilize your retirement funds directly affects your estate plan, you should hire an attorney with the background and experience to tailor your retirement plan.

We have a number of estate planning vehicles to help you maximize your assets throughout retirement and allow for the maximum transfer to your beneficiaries. For example, an estate planning attorney who fully understands the rules and options of IRAs and Keogh plans can design a plan to allow them to grow to their maximum size. Through minimum distributions at the latest possible time, these plans can blossom tax deferred. If you spend other assets first, you can use a generation skipping trust to provide funds for your grandchildren.

Comprehensive Estate Planning Services

At the Law Offices of Richard A. Sarner, LLC, we offer a full range of estate planning services, including business succession planning, estates and trust administration, living trust, and more. We do not provide cookie-cutter solutions to our client's needs. Instead, we work closely with our clients to determine exactly what they want, and what they need. It is one of the advantages of working with a small firm. You can rest assured that you will have access to cutting edge techniques, advanced estate planning software, and some of the best minds in the field, as we are members of WealthCounsel, LLC, and the Wealth Strategies Collaborative®.

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).

Contact an Experienced Stamford Retirement Planning Lawyer

The Law Offices of Richard A. Sarner, LLC, can help you compliment your estate plan through careful retirement planning. Contact the experienced Stamford estate planning attorney at (203) 967-8899

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.