I am Richard A. Sarner of Zeldes, Needle & Cooper, P.C., and I tailor each client’s estate planning solutions to each client’s needs and values. To some people, tax minimization and probate avoidance might be a primary concern. To others, it might be secondary, as taxes are sometimes thought of as being part of their “social capital.” Or else, they might seek a “zero estate tax” solution that insures that all or most of their wealth is transferred across the generations. Because I am a trained, analytical listener, I take the time to understand what my clients want, and have the experience and knowledge to ensure that I meet expectations.
When you engage my services, I will work closely with you and offer cutting edge solutions to all your estate planning needs. I am part of WealthCounsel, Esq, a professional collaborative of more than 1,000 estate planning attorneys. Participation in WealthCounsel, Esq, gives me access to cutting edge strategies—including creative, forward-thinking estate planning ideas and sophisticated technology—while keeping the intimacy and personal service of a small firm.
In addition, I am part of the Wealth Strategies Collaborative® a professional network of elite specialists in the fields of law, financial planning, and insurance, which allows me to leverage personal resources in a powerful yet cost-effective manner.