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Renee Goldman Schwartz

Goldman Schwartz, LLC

Renee Goldman Schwartz

Goldman Schwartz, LLC

Renee Goldman Schwartz

Goldman Schwartz, LLC

Profession LogoATTORNEY

Bio coming soon!

Firm Description

At Goldman Schwartz, LLC we are a boutique law firm that specializes in creating custom estate plans based upon your unique needs.  There are many "Do-It-Yourself" drafting kits and software available out there.  In today's world, you do not need an attorney to draft a Last Will and Testament.  What we do is different, because we understand what the vast amount of legal provisions in this area mean and when and why you should include them, or not.  By investing the time to learn about you, your concerns, and your objectives, we use our estate planning. elder law and special needs planning knowledge, skills and experience to work on building a plan centered around you and your goals.  But we do not stop there.  Your documents are only useful if you and your fiduciaries understand how they work and how to utilize them for your benefit.  At Goldman Schwartz, LLC we invest our time in you, which includes not only designing your custom estate plan, but also working with you to ensure you understand the mechanics of your plan and how to fund any trusts that may be a part of that plan. Our goal here at Goldman Schwartz, LLC is not to draft documents, but rather to use our talents to build professional relationships with our client families that last for generations. 

Hours

Day From To
Monday 9:00 AM 5:00 PM
Tuesday 9:00 AM 5:00 PM
Wednesday 9:00 AM 5:00 PM
Thursday 9:00 AM 5:00 PM
Friday 9:00 AM 5:00 PM
Saturday By Appointment Only

Cost

Free Initial Consultation

What Is a Special Needs Planner?

Main Office

34 Jerome Avenue, Suite 120
West Hartford, CT 06002

215 Katonah Avenue
Katonah, NY 10536

On the web

View Firm Website


Topics

View All Special Needs Topics Questions & Answers Directory of Pooled Trusts Directory of ABLE Accounts