Podcast: How life insurance is used to help creating successful Estate Planning outcomes

Aviva Sapers, President & CEO at Sapers & Wallack, and Andrew MacDougall, Partner & Managing… Read More

Sapers & Wallack Services Overview

  Since 1932, we have helped hundreds of clients. For more than 80 years, our… Read More

How Divorce Can Affect Your Financial Situation

/// By Sheara Friend & Aviva Sapers Regardless of circumstance, divorce is always a life-altering… Read More

Podcast: High Exemption Gift Planning

Aviva Sapers, President & CEO at Sapers & Wallack, and Henry M. Marley, Private Wealth… Read More

Podcast: On-Mic with Jordan Rich. Someday is Not a Day of The Week: Unlock Your Financial Potential Today

One of the smartest resolutions we  can all  make this time of year is to… Read More

Does Long-Term Care Insurance Improve Estate and Financial Planning?

/// By Aviva Sapers Estate and financial planning help to ensure a secure and comfortable… Read More

Podcast Q&A: Financial Planner & Estate Planning Attorney: Working Together

Andrew MacDougall, Director of Wealth management at Sapers & Wallack, and Bryce J. Helfer, Attorney… Read More

Gifting to Children and Grandchildren

/// By Melissa E. Sydney & Aviva Sapers Right now, individuals with large estates have… Read More

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