About Us

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Find out how you can plan & protect what’s most important.

If you’ve ever wondered how to maximize all the years of hard work you’ve put into your business, you’ve come to the right place.

The team at SHG Planning is dedicated to helping you maximize the preservation of your wealth. Working with you and your advisors, we help you with estate planning using our holistic and integrated methodology. We’re here to understand your wishes, any tax or estate planning implications, succession of wealth (including your business), and the value of your assets. Our 360 degree approach is why we’re seen as experts in our field.

Our Process

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1. Analysis and Planning

As part of the planning process, we run a detailed analysis of your current planning found in your existing wills, shareholder agreements, business succession, estate and employee benefit plans. We make sure to present our findings in a way that you and your team will understand.

2. Identifying Challenges

We look at common issues such as minimizing estate taxes, how to conserve assets and distribute them fairly and intelligently. Our aim is to bring objectivity and fairness to the emotional and delicate process so that we can design and implement a plan that you receive significant tax savings and work out the continuing status of your business but also keeps the family together.

3. Making
Specific Recommendations

Once we go through a detailed analysis of your wishes, family dynamics, legal and tax ramifications, we will then design and implement a plan to encompass every aspect of estate planning.

We don’t want to see you and your family lose out or navigate the complexities of probate after you’ve passed. We’ve seen too many families torn apart from a ill-equipped estate plan and your legacy and wealth is put at risk. At SHG Planning, we understand the legal, tax and financial ramifications of the various planning options which are available.

We work with you and your team so that we’re not duplicating the costs or efforts of your attorney, accountant or banker. Instead, think of us as the necessary catalyst to get your estate planning started. Our clients have seen substantial savings for their family by making the decision to work with us.

Leadership

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Steven H. Goodman

CPA, MBA – President & Chief Executive Officer

Steven Goodman is passionate about providing insightful solutions to the challenges of business succession, wealth preservation and charitable planning, focusing on the needs of owners of closely held businesses and high net worth individuals. As a CPA and former VP of the Trust and Investment Division of JP Morgan Chase, he’s served hundreds of estate planning clients for over 30 years. He also holds an MBA from Fordham University and was a supervisor for KPMG Peat Marwick.

Steve is also an accomplished speaker and has presented to major CPA Firms, Law Firms, Financial Planning & Trade Associations on topics such as efficient business succession, estate planning issues and tax strategies.

He lives in Brookville, LI with his wife, Helane, and has two grown children. He frequently contributes to charities that provide education for underprivileged children. and has personally seen to the higher education of less fortunate youths. In his spare time he’s a reader.

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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