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Schaffer & Company Asset Management, Inc.

Estate Planning

We can assist you and your estate attorney in all aspects of developing and managing a personalized estate plan designed to ensure the continued growth and preservation of your family's hard earned assets. Our Estate Planning areas of expertise include:

  • Wealth preservation strategies
  • Private-business succession planning
  • Family-trust planning
  • Charitable-remainder trusts

Reliable Trust Advisors - Personalized Estate Plans

Our primary concern is your family's long-term interests, and our experienced trust advisors can work with you to determine whether a trust is the best option for your family. At Schaffer & Company, we will partner with you and will consult with your attorney and tax advisor to develop a customized Estate Plan that meets your needs and concerns.

What makes us have an edge that our clients love is that we have our own Accounting & Taxation Firm, Insurance Agency, Trust Company, Real Estate Firm, Mortgage Company and Capital Management Company and along with many outside reputable attorneys, we can meet your needs with less confusion and overlap of professionals and expense.

Your Schaffer & Company Financial Consultant can help you determine if a trust is the best vehicle for protecting your family's financial interests. Contact us for a personal consultation.

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Phone us at: 585-621-3300 or toll-free at 888-225-1350

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