Bryan N. Schulman

Bryan N. Schulman is a trusted, experienced and knowledgeable professional that will guide you to your financial and estate planning needs. We have been with Bryan for several years and he has guided us with his expertise and knowledge of the stock market and estate planning. Bryan is a true champion... in our books.

Bryan Schulman is a very competent, caring and knowledgeable attorney. He was very thorough in securing information from me in order to develop my will. Bryan was also very accommodating when changes to the will needed to be made. I was very impressed with his manner of organization (with the assista...nce of Lorraine). I now have and organized binder for important documents that will be easily accessible.

We kept putting off creating our Will and getting our Estate Planning in order so we attended one of Bryan's informational dinners. We were impressed by his knowledge of not only these areas but a lot more that we had not even considered, e.g. Living Family Trust, Power of Attorney, Living Will, Hea...lth Care Surrogate, HIPPA Release, Certificate of Trust, etc. Not only does he perform these services but he ALSO DOES FINANCIAL PLANNING! Bryan and his assistant Lorraine were very responsive to our needs as they performed and produced the necessary documentation in a timely manner. Bryan explains things in terms that one can easily understand and how the state operates when these documents need to kick in. We also discussed pitfalls to avoid when utilizing these processes when it becomes time. The end results put us at ease knowing that we have our after-life plan in place and organized. We were provided with a checklist of what to do with all these documents once finalized, i.e. originals in a safe place, copies of documents to doctors, care facilities, health care surrogates, etc. It's amazing all that needs to be done just to bow out of life so our kids don't have to scramble to make all the preparations to close our estate. Bottom line is I highly recommend the free consultation to see if Bryan and the services he offers is what you are looking for. Bryan and Lorraine are very personable and a joy to work with.

We first consulted Bryan in the fall of 2019. Our estate planning is somewhat unusual and required the kind and patient guidance of an expert – something Bryan has clearly demonstrated. After helping us successfully come to an excellent arrangement here came Covid 19 making the original plan somewh...at less solid as stay at home orders, limited community resources and such would have made the plan somewhat less workable for those we left behind. Bryan to the rescue with quick thinking and minor modifications completely put our minds at ease. He and his staff are trusted and valued experts on whom we are confident we can rely! Many thanks to Bryan Schulman and his team for much appreciated assistance in these complicated times!