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Posts you may be interested in

Posts 1 - 10 of 55 Previous 1 2 3 4 5 6 Next
Donor Advised Funds bring tax efficiency, flexibility to year-end giving
11/29/18
Posted in Financial Education
  • Family & Finance
  • Financial Planning
  • Personal Finance
  • Tax Planning

Donor Advised Funds (DAFs) are charitable gift vehicles, sponsored by public charities that accept tax-deductible donations and invest them in a donor account until the donor requests that grants be made from the account to other IRS qualified charities.

Read Post
How effective use of a ‘defective’ trust reduces taxes on property transfers
9/18/18
Posted in Financial Education
  • Credit & Lending
  • Family & Finance
  • Investing
  • Personal Finance

If you own real estate—perhaps a vacation home or income property that has increased substantially in value over the years—and you want to keep it in the family, there are a number of planning strategies you can use to help minimize the estate and gift tax consequences of the transfer.

Read Post
Five facts to know when making your Medicare choices this fall
9/17/18
Posted in Financial Education
  • Family & Finance
  • Financial Planning
  • Personal Finance
  • Retirement
  • Trust & Estate

With “open enrollment” for Medicare now in full swing (from October 15th through December 7th), it’s time for people already with Medicare benefits to review their coverage and switch plans if they want different options — or more savings.

Read Post
Commercial Airlines vs. Private Aviation
8/21/18
Posted in Financial Education
  • Family & Finance
  • Financial Planning
  • Investing
  • Personal Finance

Remember when flying for business or pleasure was actually something you looked forward to? When you could arrive within minutes of departure, stroll right up to your gate, sit in a comfortable seat with ample leg room, enjoy a free cocktail (or two, depending on your destination), eat a hot meal, and collect your bags quickly when the flight was over?

Read Post
Money Management 101 for Students (and Parents): Essentials for Your College-Bound Freshman
8/20/18
Posted in Financial Education
  • Family & Finance
  • Personal Finance

Sending your child off to college for the first time can be a hectic – not to mention, emotional – time for everyone involved. But as you work with your student to check off lists for new clothes, dorm furnishings, study supplies, and computer and smart-phone accessories, don’t forget to add a few legal and financial “must haves” too.

Read Post
The benefits of estate planning
3/26/18
Posted in Financial Education
  • Family & Finance
  • Financial Planning
  • Tax Planning
  • Trust & Estate

A well-constructed estate plan reduces stress and legal hassles for your family. It also gives them direction if you’re incapacitated. And there are other benefits too, says Boston Private’s Gerald Baker, J.D.

Read Post
Short-term liquidity options: What are your choices?
3/13/18
Posted in Financial Education
  • Credit & Lending
  • Investing
  • Personal Finance

When you need cash, what’s the best course of action? If you’re tempted to reach for a credit card to get the cash you need, you may want to reconsider. There may be better ways to meet your personal liquidity needs.

Read Post
 
Investment Management vs. Holistic Wealth Planning
2/13/18
Posted in Financial Education
  • Family & Finance
  • Financial Planning
  • Investing
  • Personal Finance
  • Retirement
  • Tax Planning
  • Trust & Estate

While investment management is a critical component of your wealth strategy, managing your financial life goes beyond simply managing your investment portfolio.

Read Post
Tips for talking about money with your significant other
2/13/18
Posted in Financial Education
  • Family & Finance
  • Personal Finance
  • Trust & Estate

Talking about money with your spouse can get stressful, even if your relationship is on solid ground. Here are some ideas to keep those conversations on the right track—and leave your “emotional baggage” behind.

Read Post
3 ways to streamline tax preparation this year
2/06/18
Posted in Financial Education
  • Tax Planning

Whether you delegate tax preparation or do it yourself, you still need all the right documents in time to meet your filing deadline. Learn when to expect the most common forms and how to send them safely.

Read Post
Posts 1 - 10 of 55 Previous 1 2 3 4 5 6 Next

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Private Banking and Trust services are offered through Boston Private Bank & Trust Company, a Massachusetts Chartered Trust Company. Wealth Management services are offered through Boston Private Wealth LLC, a U.S. Securities and Exchange Commission Registered Investment Adviser. Boston Private Wealth LLC is a wholly owned subsidiary of Boston Private Bank & Trust Company.
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