...powered by RPAG
Browse our latest or list by category:
Andrew MacDougall, Director of Wealth management at Sapers & Wallack, and Bryce J. Helfer, Attorney at Nixon Peabody, answer questions about working together for estate planning needs of their clients. WE HAVE MOVED! You can find us at: 313 Washington Street, Suite 308, Newton, MA 02458
/// By Melissa E. Sydney & Aviva Sapers Right now, individuals with large estates have an unprecedented opportunity to move assets out of their taxable estate down to their children and grandchildren. The current tax rules allow individuals to make lifetime gifts of up to $12.92 million during their lifetime ($26.84 million for married couples). … Read More
Aviva Sapers, CEO at Sapers & Wallack answers questions about her blog “Disinherit the IRS With a Zero Tax Strategy” You can read the blog: “Disinherit the IRS With a Zero Tax Strategy” here.
By Aviva Sapers For high net worth individuals, finding efficient techniques for limiting the amount that goes to the IRS when you die is always a challenge. Typically, your estate has three beneficiaries: your family, charity, and the IRS. No one has ever said they want to leave money to the IRS. Therefore, the questions… Read More
Username or email address *
Lost your password?