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

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

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

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