Compassionate and dedicated to helping you protect your assets and legacy for your family.

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Estate Planning & Business Succession Specialist

You’ve worked hard to build a wildly successful business...

but the time has come to start thinking about protecting your assets and have a plan in place for your loved ones when it comes to passing down your business and wealth.

Annuity
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The creation of a successful business enterprise is an achievement few attain in their lifetime. Yet this legacy often fails to survive beyond the lifetime of the business owner.

In fact, 4 out of 5 family businesses fail by the third generation. More often than not, the complex legal and tax issues that arise from the lack of a tightly woven business succession and inheritance plan result in the ultimate failure of the business, furthermore, the family’s relationships and standard of living can be severely damaged.

At SHG Planning Inc., our ultimate objective is to design and implement an effective estate plan that accomplishes significant tax reduction strategies and one that keeps your family well taken care of.

We’re here with you, every step of the way.

Steve Goodman is one of a few people that I can truly call a “Trusted Advisor”. He will spend the time and effort to completely listen and understand the client’s needs, wishes and family inter-relationships. Only after he gets the full picture of what the client’s needs are will he make a professional recommendation. Clients always understand their options, costs and benefits after consulting with him. Clients often walk away from meeting with Steve as if they have known him for a long time. This is why Steve is a Trusted Advisor.
– Jed Dallek, CPA, Partner, Gettry Marcus, CPA, P.C.

I have known Steve for over 20 years. He is the most experienced insurance professional I know and I never hesitate to ask his advice. I have sent several clients to him throughout the years and they have all been extremely satisfied. His insurance audits have resulted in savings and/or increased insurance at no additional cost to my clients. Because of his knowledge and thoroughness Steve is my go to person for insurance.
– Gerald J. Dunworth, Partner, Gibney, Anthony & Flaherty, LLP.

Allocate and protect your wealth for generations to come.

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We’re dedicated to the maximum preservation of your closely-held business and assets. From a detailed analysis of your existing planning, identifying problem areas, coordinating with your advisors to making specific recommendations on preserving your legacy.

Estate Planning

Minimizing income taxes isn’t enough. We work with you to create a robust estate plan to significantly reduce estate taxes.

Business Succession

Your business which you’ve worked hard to build can be a double-edge sword. It can enrich your family for years to come or rupture it. Let’s work on anticipating all emotions among all your heirs so that your business can withstand the test of time.

Pension & Benefits

We help you coordinate employee benefits such as pension or deferred compensation plan into your business succession and estate plan. That way, your business and its employees are well taken care of.

Integrity, knowledgeable, professional and one the most honest professionals I have ever met.
– Lou Grassi, Grassi & Company

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Contact us today to learn about our unique 360-degree process to ensure no stone is left unturned when it comes to protecting your legacy.

It took a lifetime to build your legacy. Give us a call to see how we can help you preserve it.

It took a lifetime to build your legacy. Give us a call to see how we can help you preserve it.

Steve

Get in touch with Steve Goodman today

CPA, MBA – President & Chief Executive Officer

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