Gifting to Children and Grandchildren
/// By Melissa E. Sydney & Aviva Sapers Right now, individuals with large estates have… Read More
Apr
Podcast Q&A: “Disinherit the IRS With a Zero Estate Tax Strategy“
Aviva Sapers, CEO at Sapers & Wallack answers questions about her blog “Disinherit the IRS… Read More
Feb
Disinherit the IRS With a Zero Estate Tax Strategy
By Aviva Sapers For high net worth individuals, finding efficient techniques for limiting the amount… Read More
Dec
Is an IRA charitable rollover always the best way to give?
In the Colby College Office of Gift Planning Fall 2022 Newsletter Aviva Sapers authors… Read More
Nov
Video: Socially Responsible Investing – Aligning With Cases You Care About
Women Getting Wise About Wealth … Read More
Oct
Using Endowments for Sustainable Giving
One of the biggest challenges facing nonprofits with large individual donations, is losing an annual… Read More
Oct
Podcast Q&A: Using Endowments for Sustainable Giving
Aviva Sapers, CEO & President at Sapers & Wallack, answers questions about our October blog,… Read More
Oct
AALU: Defined Value Clauses: An Important Tool for Turbulent Times.
The purchase of life insurance products and their implementation into a client’s broader legacy planning… Read More
Estate Planning Today for the World You Want Tomorrow
Often, when I begin a discussion with a client on estate planning, I remind them… Read More