Estate planning is about more than minimizing taxes and avoiding probate. Whereas these are important components, how you plan your estate is literally a reflection of what you value in life.
Whatever your specific concern, you want to make sure the wealth you have spent a lifetime accumulating is protected from excessive taxation, personal liability and a long or costly probate.
I am Richard A. Sarner of Zeldes, Needle & Cooper, P.C., and I can help you. I tailor my approach to each client’s unique estate planning needs and goals. Contact me, Stamford estate planning and probate attorney Richard A. Sarner, today to schedule a consultation at my offices in Stamford, Connecticut, or New York City.
I have access to cutting-edge professional and technological resources as a member of WealthCounsel — a professional network of more than 1,000 estate planning attorneys — as well as the Wealth Strategies Collaborative®, a professional network of elite legal, financial planning and insurance specialists.
I leverage decades of focused estate planning and probate experience to provide sophisticated, insightful services for my high net worth clients in legal matters such as:
How you plan your wealth reflects your life. I will help you develop an individualized solution that manages your wealth in accordance with your values, your short- and long-term financial goals, and your family and philanthropic objectives.
I have more than 25 years of experience in estate planning and probate law. I am AV Peer Review Rated* through Martindale-Hubbell and am listed in Martindale-Hubbell’s Bar Register of Preeminent Lawyers.™ I lecture widely on estate planning and am the co-author of two books on estate planning topics:
Whether you want to ensure your family-owned business passes seamlessly to the next generation, need to convert a 401(k) account into a Roth IRA, or have another estate planning concern, contact my law office and schedule a consultation. I also provide business law services.