Learning Center for Businesses
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Learning Center for Businesses
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
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