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About Stuart Estate Planning

Stuart Kirsner has been solving the Estate, Retirement Income Planning and Life Insurance Funding Puzzle Since 1972.

Since 1972, Stuart Kirsner and his team have developed our business by reach out, educating, nurturing and maintaining close, trusting relationships with each of our clients.

We understand your need for a trusted advisor

We understand how important it is for you to be able to trust your advisors – particularly in the wake of recent, highly publicized corporate failures and investment management misdeeds. Regardless of the direction the stock market and interest rates take in the future, it’s important to have a trusted advisor you can count on to give you the news straight and always look after your best interests.

That trusted advisor relationship can be found at Wealth Preservation with Stuart Estate Planning. We are experienced, responsive and understand your need for integrity and transparency.

To schedule a time to discuss your financial future, contact us at underwriting@stuartplanning.com or call us at (800) 807-5558 today!

Stuart Estate Planning

Main Office:
5350 West Hillsboro Blvd, Suite 103
Coconut Creek, Florida 33073

(954) 938-3590
(800) 807-5558
(954) 938-0121 fax

www.StuartPlanning.com

 





Stuart B. Kirsner

National Chief Of Planning





Craig Kirsner, MBA
V.P. Retirement Planning Services





Cecelia Woodward,
ARNP

Nurse Practioner


Stuart Kirsner, National Chief of Planning

Stuart Kirsner is a nationally recognized authority on estate planning, retirement income planning and life insurance matters .... a real expert with a true "Keep it Simple" approach. Stuart, with the estate planning teams he has put together in thirteen states, has worked on more estate plans for the larger estate than most law firms. Stuart is the founder and National Chief of Planning of Stuart Estate Planning, which specializes in complete and comprehensive estate planning. This includes comprehensive income and estate tax reduction planning and complete legal document plan design and implementation. We guide our clients who have large IRA accumulations through the particularly complex new rules and regulations regarding required minimum distributions, proper beneficiary designation planning and income and estate taxation.

Stuart works hand in hand with senior partners in the estate planning divisions of some of the largest and most respected law firms, to ensure that your legal documents will accomplish all your goals. Stuart and his staff have long-term affiliations and experience with dozens of the most respected and highest rated life insurance companies in the United States. This guarantees that if life insurance or fixed annuities become a recommended part of your estate plan, the policy that is ultimately placed for your family will be most competitive.

Stuart is committed to every part of his client’s plan being reviewed, attended to, cleaned up, completed and brought up to date. Stuart’s direct, "hands on" approach helps keep his clients motivated throughout the entire planning process, and through all the tough planning decisions. Stuart is not only committed to his clients, but is committed to getting their plan completed in a timely manner, so they can rest easy.

Stuart has represented families with estates of between three million and nine- hundred eighty million in assets, and many with under three million in assets. He’s worked with some of the presidents of Fortune 500 companies, as well as hundreds of other families whose wealth was derived from virtually every industry and sector. Stuart has been a trusted professional advisor and a friend to many of America’s leading wealthy for well over thirty years, and thoroughly enjoys getting intimately involved in all aspects of his client’s estate planning process.

The vast majority of our clients who are retired, have traded it all in and are now focusing on preserving their portfolio of investments and income. During these particularly challenging economic times, the clients of Stuart Estate Planning count on Stuart and his staff to provide them with timely financial solutions and long-term peace of mind. Stuart’s highly regarded "Keep it Simple Wealth Strategies Seminars", held allover the United States, have provided thousands of families with the "big picture" so that they understand the entire planning process.

Stuart is a nationally recognized speaker and authority on the use of advanced legal, tax and life insurance strategies for the larger estate. Stuart is widely respected for his ability to reduce complex financial concepts into a readily understandable big picture point of view. Stuart has been recognized in:

Who’s Who in the World
Who’s Who in Business and Finance
Who’s Who in America
Who’s Who in American Jewry, and
Who’s Who in Executives and Professionals

Stuart has been the featured speaker at well over one thousand public, private and professional estate tax and insurance planning seminars nationwide, speaking on topics such as:

Zero Estate Tax Planning for the Larger Estate
Large IRA and Qualified Plan Accumulation Tax Planning
IRA Distribution Tax Planning Choices
Life Insurance, the Simple Answer to the Expensive Question
Minimizing Estate & Generation Skipping Taxes Using Life Insurance in a Dynasty Trust
The Family Limited Partnership as an integral part of your Estate Plan
The Grantor Retained annuity Trust for the Closely held Business
The Irrevocable Life Insurance Trust
Business Succession Planning
Special Estate Planning for the Family Owned Business
Charitable Tax Planning Choices

Some of the prestigious organizations that Mr. Kirsner has presented his professional seminar to are as follows:
The Citizens & Southern Bank
Rudin, Barnett & McCloskey
Manufacturers Hanover Trust
Seidman & Seidman
The Northern Broward County Hospital Association
The National Association of Fund Raising Executives
The Million Dollar Round Table
The Top of the Table
The American Institute of Certified Public Accountants
The Council Resource Development Federation of Jewish Philanthropies
The Planned Giving Council of Broward County
Shearson, Lehman, Hutton
Sun Bank of South Florida
Both the American Institute of Certified Public Accountants and the American Bar Association have certified Stuart to conduct continuing professional education seminars in the area of Advanced Estate Planning, Life Insurance Planning, and IRA Tax and Distribution Planning.

Stuart has been a 32-year member of the Million-Dollar Round Table and an 20-year Member of the Top of the Table. The Top of the Table is an elite and prestigious organization whose membership includes the world’s 500 leading financial planners of the last decade.

Stuart Kirsner resides in Parkland, Florida with his wife Cece, his four sons, Craig, Russell, Maxwell and Geoffrey and his lovely daughter Kaitlin.


Craig Kirsner, MBA | Vice President, Retirement Planning Services

Craig has been a licensed insurance agent for 20 years. He received his MBA in Finance from the Chapman School of Business at Florida International University. He received his undergraduate degree in Finance from the University of Florida. He is a published author, whose book in late 2005 predicted the collapse of the real estate market, and the subsequent recession and stock market crash.

Craig specializes in safe retirement planning, Guaranteed Lifetime Income Planning, and saving our clients money on their life insurance premiums. He has over 10 years of corporate financial analysis and accounting experience.
Craig is a member of the following Scholastic Honor Societies: Beta Gamma Sigma Business Honor Society, Delta Epsilon Iota Academic Honor Society, Phi Eta Sigma National Honor Society and Alpha Lambda Delta National Academic Honor Society.

He is married to Karen, and they have a son who is almost 2 and another baby due in September 2014. Karen and Craig have 2 Havanese dogs.

He is active in many charities in the area. In 2007 he was awarded the Presidential Volunteer Service Award and in 2006 he was awarded the Volunteer of the Year Award by Hands On Miami.


Cecelia Woodward | Nurse Practioner

Cecelia Woodward has been a Nurse Practioner for more than 20 years with a specialty in cardiac issues. Cece worked in both hospital emergency rooms and at doctors offices before joining the Stuart Estate Planning team. She has her Masters Degree in Nursing and has been fully licensed in the state of Florida since 1986. She uses her medical expertise to save you money on your life insurance on a guaranteed basis.


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The above is not tax, investment or legal advice. Please consult your professional for more information. See annuity contracts for complete information. Guarantees are backed by the claims paying abilities of the insurance companies.

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