About Us Company History Employment Our Businesses Contact Us Clients
Financial Services
Real Estate
Executor Services
Schaffer & Company Asset Management, Inc.

Trust Planning

A Trust may provide many benefits for your estate planning. These benefits include:

  • Managing Estate Taxes
  • Bypassing Probate
  • Protecting Family Assets
  • Minimizing Expenses
  • Avoid Publicity
  • Planning for Incapacity

Using trusts in a gift or estate plan can provide significant tax savings while preserving some control over what happens to the transferred assets.

Learn more about Trust Services

Strategic Positioning Our Principles Diversification Business Practices
Privacy Policy Legal Information Directions Site Map

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

Fill out our Contact Form

Site by ScenicView Web Company ©2013