Estate Planning Services
An integrated estate plan that protects your spouse, your heirs, and your life’s work.
Estate Planning Services
A Plan That Continues—Even When You Can’t
Estate planning is one of the most neglected areas in retirement. And it’s usually discovered at the worst possible time. More than half of retirees have no estate documents at all. A simple referral to “our guy” rarely solves that problem.
How is the estate Planners group different?
In our office, estate planning is fully integrated. We host a process in-house with our legal partners to help you design, implement, and maintain your estate plan without sending you elsewhere. Just as importantly, because we know your entire financial life, we are able to guide your spouse or heirs through the next season with clarity and care. We’ve seen firsthand how critical this continuity is.
Legacy planning is not an add-on—it’s what we do.
Our Estate Planning Leadership Team
David Loesser, CFP®, CPWA®
Chief Executive Officer & Founder
David established The Estate Planners Group in 2001, and he serves as the President of the company. He is a veteran of the financial services industry and has worked for over twenty years helping seniors.
Fox Business Channel, CNBC, and Fox 29 News are among some of those who have interviewed David for his financial insights and perspective. He has been quoted online and in various magazines such as: USA Today.com, Financial Advisor Magazine, The New York Times.com, Bloomberg’s Businessweek.com, The Wall Street Journal (WSJ.com), The Chicago Sun Times.com, AOL News, Yahoo! News, Forbes.com, MSN Money, Boston.com (The Boston Globe), Investors.com (Investor’s Business Daily), Reuters.com, and others.
David has a bachelor’s degree from The College of New Jersey, and has four Master’s degrees. David graduated from Carnegie Mellon’s Tepper School of Business, HEC Lausanne University (Switzerland), and The Swiss Finance Institute with an Executive MBA in Asset and Wealth Management in 2013. He holds the CERTIFIED FINANCIAL PLANNER® certification from The American College and received the Certified Private Wealth Advisor Professional designation through the Yale School of Management.
Antony Joffe
Chairman, Sterling Trustees
Antony is the Chairman of Sterling Trustees LLC and oversees Sterling’s vision and mission. He has over 15 years of trust industry operating experience and has led the growth of Sterling to over $11 billion of assets under administration.
Antony is the cofounder and Board member of WealthHub – a software application built on Salesforce to streamline trust administration. Antony is also the cofounder and former president of the South Dakota Trust Association – an association created to represent the South Dakota Trust industry.
Prior to joining Sterling, Antony spent 15 years in the financial services industry in various roles including President of a Pennsylvania-chartered trust company. As Vice President at Janney Montgomery Scott’s investment banking group, he worked with emerging growth companies to complete public and private equity offerings, mergers and acquisitions transactions, valuations and other financial advisory work. Antony started his career as an auditor in the Business Advisory Group at Coopers & Lybrand. He earned his MBA in finance from Temple University and his bachelor’s degree in accounting from Emory University.
Michael Sneeringer, Esq.
Member, Brennan Manna & Diamond
Michael A. Sneeringer is a Member at Brennan, Manna & Diamond LLC in the Bonita Springs, Florida, and Cleveland, Ohio, offices, where he focuses his practice on asset protection, estate planning, probate administration, and tax law. Mr. Sneeringer is a Fellow of The American College of Trust and Estate Counsel (ACTEC). Mr. Sneeringer is a Member of The Florida Bar and also has been admitted to practice law in Ohio and Wisconsin. Mr. Sneeringer graduated Cum Laude from St. Thomas University College of Law and received his LL.M. in Estate Planning from the Heckerling Graduate Program in Estate Planning, University of Miami School of Law.
Our Partnership with Sterling Trustees
Sterling Trustees is an independent South Dakota chartered trust company providing trust and administration services to high net worth and ultra-high net worth families. The Company currently administers over $11.0 billion of client trust assets across 500 trusts and 200 families in 25 countries around the world. Sterling Trustees business model is built on the premise that a Trustee should not act as an investment advisor or the custodian of trust funds. Sterling instead works on either a directed or delegated basis with outside investment advisors of the client’s choice to invest the funds on the trusts behalf while utilizing an independent custodian. Sterling has deep expertise in working with multi-generational families that are looking for an independent trustee.
The company is also highly experienced in cross border trust work in domesticating trusts from foreign jurisdictions. Sterling’s growth over the last 18 years has been driven by its investment in technology including WealthHub which is a cloud-based trust administration platform built on top on SalesForce. This platform allows its trust officers to automate and better manage all the daily tasks of being a trust officer from onboarding a client, distributions, investments reviews and monitoring investment advisor performance. Sterling’s proprietary client portal SterlingConnect allows clients to monitor their trust portfolios in near real time across multiple custodians. The business has been built through client referrals and relationships with centers of influence including respected law firms and investment advisors
around the world. Sterling Maintains offices in both Sioux Falls, SD and Philadelphia, PA.
Comprehensive Approach
Retirement Planning
Retirement planning is essential for achieving financial security in your golden years. At The Estate Planners Group, we specialize in creating personalized retirement plans that align with your lifestyle goals and income needs. From evaluating retirement accounts to optimizing Social Security benefits, we provide comprehensive strategies to help you enjoy a comfortable and fulfilling retirement.
Tax Planning
Tax planning is an essential component of any comprehensive financial strategy, aiming to minimize tax liabilities and maximize savings. Proactive tax planning can help you retain more of your hard-earned assets. We incorporate tax strategies in our approach toward investment management, financial planning, retirement planning, and wealth management. We work with you to address your tax concerns and apply tailored tax planning strategies that optimize your financial situation.
Financial Planning
Financial planning is the foundation of a secure financial future. Our team at The Estate Planners Group offers holistic financial planning services to help you navigate life’s uncertainties and achieve your long-term objectives. Whether you’re saving for a major purchase, planning for education expenses, or managing debt, we provide personalized solutions to guide you toward financial success.
