I am Richard A. Sarner of Zeldes, Needle & Cooper, P.C., and I 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.
I use 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 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.
I offer a full range of estate planning services, including business succession planning, estates and trust administration, living trust, and more. I do not provide cookie-cutter solutions to my client’s needs. Instead, I work closely with my clients to determine exactly what they want, and what they need. It is one of the advantages of working with a dedicated attorney. You can also 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 I am a member of WealthCounsel, Esq, and the Wealth Strategies Collaborative®.
I have more than 25 years of experience in estate planning. I have attained the prestigious Martindale-Hubbell® AV rating* and am listed in the Martindale-Hubbell® Bar Register of Preeminent Lawyers™ In addition, I have 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).