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Monthly Archive for: "May, 2021"

Meet Lois Passemato

Meet Lois Passemato

Lois has been a bookkeeper with Sachetta Callahan since 1996. How did you come to work at SC? I worked for the telephone company for 26 years and then took an early retirement in […]

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Estate Planning Can Keep Assets in the Family

Estate Planning Can Keep Assets in the Family

Maintaining generational wealth is notoriously difficult. Of more than 3,200 affluent families interviewed by researchers throughout the ’80s and ‘90s, 70 percent involuntarily lost assets after wealth was transitioned to the next generation.* What […]

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