Schaff Planning Group – BISMARCK, ND

Comprehensive Estate and Financial Planning

Schaff Planning Group offers a unique blend of legal and financial expertise in Bismarck, North Dakota. Owned and managed by Michael J. B. Schaff, who is both an experienced Attorney and a financial planner, the firm provides a holistic approach to preserving wealth and securing legacies. Unlike traditional law firms that may only draft documents, Schaff Planning Group integrates Estate Planning with comprehensive financial strategies, ensuring that every aspect of a client’s future is considered. This dual focus allows them to address complex issues ranging from tax liabilities to investment management under one roof.

Estate Planning Services

Michael Schaff leverages his legal background to assist clients with all facets of estate law. The firm’s services include:

• Wills and Trusts: Drafting legal instruments to ensure assets are distributed according to the client’s wishes, including revocable living trusts and special needs trusts.
• Probate Lawyers: Guiding families through the administration of estates after the loss of a loved one.
• Powers of Attorney: Establishing medical and financial directives to protect clients in the event of incapacity.
• Business Succession: Helping business owners plan for the transfer of their companies to the next generation.

Financial and Tax Integration

What sets Schaff Planning Group apart is the seamless integration of legal counsel with financial planning. They offer:

• Tax Planning: Utilizing legal and financial strategies to minimize tax exposure for estates and businesses.
• Wealth Management: Creating investment portfolios that align with the client’s long-term legal and personal goals.
• Retirement Planning: helping clients build a secure financial foundation for their post-work years.

Office Location

The firm is located at 121 South 5th Street, in the heart of downtown Bismarck. Situated just blocks from the Kirkwood Mall and the Bismarck Event Center, the office is easily accessible and offers a welcoming environment for clients. The team prides itself on building personal relationships, often serving multiple generations of the same family.

”More than just drafting a document… we help you manage your livelihoods, your families, and your place in the community.”

If you are looking to find a lawyer who can also manage your financial big picture, Schaff Planning Group provides the integrated expertise you need. Contact them to schedule a consultation and take control of your financial and legal future.