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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



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