Retirement planning is an essential component of modern estate planning, as millions of Americans have significant wealth tied up in retirement accounts such as IRAs, 401(k)s, and similar tax-advantaged plans. These accounts often represent the largest asset in an individual's portfolio, yet their unique legal and tax complexities are frequently overlooked or underserved.

A recent survey of law firms in East Harlem (ZIP code 10029) revealed a gap in services related to comprehensive retirement planning. While several firms offer estate planning, many combine it with unrelated services like bankruptcy or real estate, diluting their focus. Only one firm explicitly listed specialized services related to retirement accounts, such as inherited IRAs and the SECURE Act—critical areas where clients need informed guidance.

This gap presents an opportunity to establish myself as a trusted authority in retirement planning. Natalie Choate, Esq., widely recognized as the national expert in this field, has significantly shaped the profession. With her scaling back on her business and speaking engagements, there is a growing void for leadership in this niche area. I aim to fill that void and become the go-to retirement planning expert in my region.