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Life Insurance Estate Planning Lawyer Norwalk CT

Life Insurance Estate Planning Law Firm
Serving Connecticut and New York

At the Richard A. Sarner, Esq., 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 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

Richard A. Sarner, Esq. ● Experienced Estate Planning Lawyer

Attorney Richard A. Sarner has more than 25 years of 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 can 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, Esq, 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 Richard A. Sarner, Esq. in Stamford, Connecticut, or New York City.

Richard A. Sarner, Esq. ● www.SarnerLaw.com