Our goal is to partner with families to preserve, grow, and manage wealth. We provide sophisticated and intricate financial products and services delivered with the proactive, personal touch that sets Schaffer & Company Wealth Preservation apart from other trust companies. Another advantage is that we have in-house full service accounting services, fully licensed and experienced investment professionals and our technological capabilities are second to none in our industry.

We offer information on the following:

• Living Trust
• Irrevocable Trust
• Testamentary Trust
• Charitable Trusts
  • Charitable Remainder Trusts
  • The Annuity Trust
  • The Unitrust
  • Charitable Remainder Trusts: Tax Benefits
  • Charitable Lead Trust
  • Charitable Lead Trust: Tax Benefits
  • Acheiving Your Goals
• Guardianship Services
• Estate Executor Services
• Estate Planning Glossary
• Why everyone needs a Will
• Selecting an Executor
• Estate Planning Checklist

I hope that you find this information informative and I recommend you contact me concerning your specific situations.

Please do not procrastinate in preparing for the future; you cannot plan for events after they have occurred.

Please take a look at our Newsletter page for the latest developments