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.

Whatever the reason you’re seeking to buy a second or permanent home in Florida, how do you choose the one that’s best for your situation? “Consider the practical and emotional value of the property—as well as its cost and location—before you take the plunge,” says Charles Nilsen, at Boston Private.

If one of your New Year’s resolutions is to de-stress your life by taking better care of yourself —eating better, exercising more, improving relationships, and/or practicing “mindfulness” or yoga —why not include a few stress-busting goals for your money and fiscal fitness too?

While the proposed federal tax reform plan making its way through Congress isn’t likely to change anything for this tax year, there are plenty of moves you can make before Dec. 29 to help reduce your 2017 tax bill. Here’s a quick list of ten tax topics to review with your financial and tax advisor before year end.

What’s the best charitable giving strategy to pursue while awaiting the outcome of proposed tax law changes in Washington? The methods, charities, and assets you choose can affect your tax deduction.

Donor Advised Funds (DAFs) are easy to establish, flexible, and private—and it can relieve you from the pressure of having to make too many individual giving decisions before year end.

With the Equifax breach still making headlines, it can feel like no personal or financial information is completely safe and secure. If big corporations can get hacked, is there any hope for the rest of us in our private lives?

Whether you have a child beginning elementary school, entering high school or heading back to college, now is an ideal time to engage them in conversations about money. From back to school supplies to new shoes or dorm items, they are actively shopping with you for items they care about. As you pull out your wallet, take a few minutes to revisit some common sense saving and spending tips that will inspire them to think about what they are buying.