Achieving Your Goals

It's important to realize that making any type of charitable gift means loss of real control over how your assets will be invested. If one of your objectives in making such a gift is income flow or the accumulation of assets over time, it is essential that those in charge of investing your assets are aware of your wishes. A straightforward discussion of these matters and careful drafting of the trust agreement by your attorney will help ensure that your objectives are met.

How To Find Out More

Gregory L. Schaffer is committed to helping individuals and families like yours achieve their financial goals. If you'd like additional information about charitable trusts, estate planning issues, or other financial services offered by Schaffer & Company Asset Management, Inc., please contact us.

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