Women: Don’t Push Your Financial Needs Aside

/// By Ashley Agnew & Aviva Sapers With women living an average of five years… 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

Planning for Family Business Succession: Red Flags & Insider Suggestions

/// By Jeffrey S. Davis & Aviva Sapers Statistics show that only 12-13% of family… Read More

Life Insurance Needs

By Aviva Sapers Why Do You Need Life Insurance? September is National Life Insurance Awareness… Read More

Disability Awareness Month

By Aviva Sapers Are you aware of the financial impact a disability can have for… Read More

Are Socially Minded Investments in ESG Right for You?

By Evan Macedo Recent years have seen an uptick in the desire for more “socially… Read More

Gifting to Children and Grandchildren

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

How to Not Outlive Your Income

By Aviva Sapers  Many of our clients have voiced a concern of outliving their income.… 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

Rethinking the Approach to Long Term Care Insurance

By Aviva Sapers  Historically, many people do not purchase Long Term Care (LTC) Insurance despite… Read More