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Richard A. Sarner
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How Can I Create Estate Planning Documents During the Pandemic?

Even in its first few weeks, the COVID-19 pandemic caused many people to examine or reassess what is most important to them. The need to prepare in case of an emergency or untimely death has been highlighted by the tragic losses occurring around the country. What can you do if you can’t meet with your Read More

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What Advance Medical Directives Should I Have in Place If I’m Concerned About COVID-19?

Though it’s always been true, the COVID-19 pandemic has driven home the point that a debilitating medical condition can strike without warning. Whether you’re fighting the coronavirus or are incapacitated for some other reason, your wishes regarding medical treatment should be honored by family members and healthcare providers. An experienced attorney can help you put Read More

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Estate Planning in the Coronavirus Environment: How to Take Advantage of the Decreased Asset Values Caused by COVID-19

The economic and personal upheaval triggered by the COVID-19 outbreak is likely to warrant a review of your estate plan, no matter how thorough you think it is. As Americans cope with health fears and financial volatility, it’s worthwhile to determine whether a will, trust, advance medical directive or other legal instrument needs to be Read More

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The SECURE Act: How Does It Affect Your Retirement Accounts?

What is The SECURE Act? On December 20, 2019, President Trump signed the Setting Every Community Up for Retirement Enhancement Act (SECURE Act), which became effective on January 1, 2020. The Act is the most impactful legislation affecting retirement accounts in decades. It will have a positive impact for many older Americans but could have Read More

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Niche Trusts: As Unique as You Are

You’re not a carbon copy of your neighbor. Likewise, your estate plan shouldn’t be a carbon copy of theirs. A qualified estate planning team’s approach to counseling will be tailored to your specific needs. As your team works together to produce, tailor, or edit your estate plan, one key tool to consider is the niche Read More

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Reconsider Outright Inheritances

How to Protect Your Heirs and Your Legacy from Bad Decisions and Outside Influences After working diligently for decades to achieve your financial goals, you understandably want to preserve your gains and leave an enduring legacy to the next generation. For better or for worse, though, your heirs have free will. Even while you’re alive Read More

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The Truth About Asset Protection Planning

Some view asset protection planning with a skeptical eye.  They believe there is a moral obligation to pay one’s debts.  They think that asset protection planning is immoral because it prevents a creditor from collecting on a judgment entered by a court. The truth is the U.S. justice system is unpredictable.  Defendants are faced with Read More

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3 Liability Planning Tips for Doctors That You Can Use Too

The practice of medicine is a profession fraught with liability.  It’s not just medical malpractice claims either – employment related issues (wrongful termination, sexual harassment, and discrimination), careless business partners and employees, and contractual obligations (personal guarantees, leases, business agreements, etc.), coupled with personal liabilities (divorce, vehicular accidents, rental real estate), add to the increased Read More

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How Clients Can Integrate Asset Protection Trusts into Their Estate Plans

Protecting assets against loss has become a common goal of estate planning.  Asset protection trusts come in many different forms and can be used to protect property for the use and benefit of clients as well as their families and other beneficiaries.  In this issue you will learn how clients can easily integrate asset protection Read More

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It’s Not Just Death and Taxes: You Need an Incapacity Plan That Works When It’s Needed

Estate planning is not only about having a plan in place to deal with what happens at your death, it is also about having a plan in place to deal with what happens if you become mentally incapacitated.  In this issue you will learn:   What happens without an incapacity plan. The essential documents for managing Read More

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