Podcast Q&A: Financial Planner & Estate Planning Attorney: Working Together

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.


Andrew can be reached at amacdougall@sapers-wallack.com

Bryce can be reached

at bhelfer@nixonpeabody.com


You can find us at: 313 Washington Street, Suite 308,
Newton, MA 02458