“Our approach is creatively conservative. We constantly find new legal solutions to shelter wealth from excessive taxation.”
Richard is a well-known life insurance expert who works with CPAs, attorneys, Registered Investment Advisors and nonprofits. For more than 35 years, he has guided clients with their estate planning, wealth transfer and tax-related matters. While providing these services, he also has helped his clients create legacies of giving to favorite charities. He has transformed this knowledge into MyLifeGiving, an innovative life insurance consulting program that specializes in the practical application for identifying and using underperforming and new life insurance policies to benefit clients and the charities they support. A resident of South Florida for 60 years, he is active in various charities. Those special to his heart are his temple, where he served on the board of directors, and Comfort Zone Camp in Richmond, VA, caring for the needs of children who have recently suffered the loss of a parent or main caregiver.
Education and Professional Certification
University of Miami, BA – Accounting
American Institute of Certified Public Accountants, Florida Institute of Certified Public Accountants, Boca Raton Estate Planning Council National Association of Life Underwriters.
Speaker and Sponsor
Florida Bar Tax Section, Florida Bar Real Property Probate and Trust
Law, American College of Trust and Estate Counsel, Jewish Federation
Professional Advisory Committee, University of Miami Heckerling
Institute on Estate Planning.