Video: Socially Responsible Investing – Aligning With Cases You Care About

Women Getting Wise About Wealth  … Read More

Video: Estate Planning & Philanthropy

Women Getting Wise About Wealth  … Read More

Using Endowments for Sustainable Giving

One of the biggest challenges facing nonprofits with large individual donations, is losing an annual… Read More

Podcast Q&A: Using Endowments for Sustainable Giving

Aviva Sapers, CEO & President at Sapers & Wallack, answers questions about our October blog,… Read More

AALU: Defined Value Clauses: An Important Tool for Turbulent Times.

October 3, 2020

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

August 4, 2020

Often, when I begin a discussion with a client on estate planning, I remind them… Read More

Podcast Q&A: Estate Planning Today for the World You Want Tomorrow

Aviva Sapers, CEO & President at Sapers & Wallack, answers questions about our August blog,… Read More

A Better Way to Give: Donor Advised Funds Auditing Your Donors to Maximize Donations for Your Not-For-Profit

March 2, 2020

Many people believe in giving back, but under the new tax laws, it may not… Read More

AALU: Select Insights from the 2019 Heckerling Institute on Estate Planning

March 13, 2019

Presenters at the 2019 Heckerling Institute on Estate Planning highlighted the continuing ripple effect of… Read More

Gifts in Perpetuity

February 12, 2017

Wooing, educating, maintaining annual gifts for Charitable Institutions is “tough business” for the thousands of… Read More