Learning Center for Individuals

Browse our latest or list by category:

For Individuals For Businesses For Advisors All Resources
Podcast Q&A: Financial Planner & Estate Planning Attorney: Working Together
Podcast Q&A: Financial Planner & Estate Planning Attorney: Working Together
June 6, 2023

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 Read More

Podcast Q&A: “Disinherit the IRS With a Zero Estate Tax Strategy“
Podcast Q&A: “Disinherit the IRS With a Zero Estate Tax Strategy“
February 10, 2023

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. Read More

Disinherit the IRS With a Zero Estate Tax Strategy
Disinherit the IRS With a Zero Estate Tax Strategy
December 7, 2022

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