Learning Center for Advisors
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Learning Center for Advisors
Podcast: How life insurance is used to help create successful Estate Planning outcomes
Aviva Sapers, President & CEO at Sapers & Wallack, and Andrew MacDougall, Partner & Managing Director of Wealth Management in conversation with Minerva Pinto, Private Wealth + Art Law Attorney at Holland & Knight LLP, around questions about how life insurance can be used as a vital tool in estate planning for tax liquidity, equalization,… Read More Read More
Sapers & Wallack Services Overview
Since 1932, we have helped hundreds of clients. For more than 80 years, our approach to client service has been predicated on the highest degree of integrity and professional ethics. We are located in Newton, MA and serve public and private businesses, family businesses, non-profits and high net worth individuals all over New… Read More Read More
How Divorce Can Affect Your Financial Situation
/// By Sheara Friend & Aviva Sapers Regardless of circumstance, divorce is always a life-altering event that brings emotional and legal challenges. Despite all of the internal and logistical hurdles to navigate, one of the most significant impacts divorce can have is on your financial situation. The economic ramifications of divorce can be long-lasting and… Read More 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 retirement while also providing for our dependents after we’re gone. While most people focus on retirement savings and investments, too many overlook the financial impact that a long-term illness could have on their retirement funds. The use of long-term care… Read More 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 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 Read More