Most successful people are good planners. They tend to make thoughtful decisions based on gathering information in order to achieve a desired result. Rarely is anything left to chance. However, planning our lives is not limited to the present. It also entails making sure that our loved ones reap the benefit of our life-long work.
At Schiffman | Grow & Co., we can help you frame estate planning issues. From discussions of wills and trusts to various powers of attorney, we have the experience to structure solutions that are family friendly and tax sensitive. We will help you integrate estate planning and investments in a holistic, cohesive approach. We also work with a sizable base of accomplished attorneys for referral purposes.