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

How Aware Are You About Your Life Insurance Needs?

By Aviva Sapers  September is National Life Insurance Awareness Month—every year companies that work in… Read More

Podcast Q&A: “Reduced Health Care Costs & Shared Profits with the InCap® Group Captive“

Paul Clark, Managing partner, National Health Care Captive Practice Leader of Clark & Lavey, A… Read More

Reduced Health Care Costs & Shared Profits with the InCap® Group Captive

/// By Paul Clark and Evan Macedo Squeezed between the perpetually rising cost of health… Read More

Podcast Q&A: “Disability – Why is Income Protection Important?

Aviva Sapers, CEO and and Kristen Maalouf, Executive Assistant of Sapers & Wallack , answer… Read More

Disability – Why is Income Protection Important?

/// By Aviva Sapers and Kristen Maalouf Think for a moment about your ability to… Read More

Video: Social Security & Medicare Planning – Optimizing Your Benefits

Women Getting Wise About Wealth  … Read More

WGWAW 2021 IRMAA Medicare Cost Adjustment

2021 IRMAA Medicare Cost Adjustment (pdf)… Read More

Podcast Q&A: Getting Your Financial House in Order – Part 2 (Middle Age)

Andrew MacDougall, Director, Wealth Management at Sapers & Wallack, answers questions about his blog “Getting… Read More

Getting Your Financial House in Order – Part 2 (Middle Age)

In June of 2020, my colleague, Evan Macedo, wrote about taking a practical and proactive… Read More