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Posts you may be interested in

Posts 1 - 10 of 33 Previous 1 2 3 4 Next
Donor Advised Funds bring tax efficiency, flexibility to year-end giving
11/29/18
Posted in
  • Financial Planning
  • Financial Planning
  • Financial Planning
  • Managing Taxes

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
What Should Millennials in Small Business Ownership Look for in Their Lenders?
11/26/18
Posted in
  • Optimizing Operations
  • Financial Planning

There's a new wave of entrepreneurs itching to take on the challenge of small business ownership, and they belong to a generation that many regard as uninterested in embracing the challenges of running a business — despite the fact that some of them include the founders of Facebook, Instagram, Tumblr, Spotify and countless other startups.

Read Post
How effective use of a ‘defective’ trust reduces taxes on property transfers
9/18/18
Posted in
  • Optimizing Operations
  • Financial Planning
  • Market Commentary
  • Financial Planning

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
 
Goals-Based Planning: How to simplify and strengthen your financial life.
1/12/18
Posted in
  • Financial Planning
  • Financial Planning

At Boston Private, our mission is to simplify and strengthen your financial life. Having a trusted advisor to keep you focused on reaching your goals can help you avoid emotional decision-making.

Read Post
Back To School? Time To Get Wise About Dollars And Sense
8/15/17
Posted in
  • Economic Perspectives
  • Financial Planning

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.

Read Post
What's in your Attic?
8/15/17
Posted in
  • Financial Planning
  • Market Commentary
  • Financial Planning

We've all heard the remarkable tales about people who stumbled on antiques or works of art worth millions of dollars in their attic or at yard sales. But even those of us who have artwork or collectibles in full view in our homes may not know how much they are actually worth.

Read Post
Six life events that affect your financial plan – and how to prepare for them
7/20/17
Posted in
  • Financial Planning
  • Financial Planning
  • Financial Planning
  • Financial Planning
  • Managing Taxes
  • Trust & Estate Planning

While you may need to quickly adjust your financial “sails” occasionally to respond to unexpected life changes, there are many other events that you can prepare for in advance to make future course corrections much easier. Here’s a review of six major life events that can alter your financial plans – plus some actions you can take now to make sure you’re prepared for the future.

Read Post
Geriatric Care Managers: Who Are They And How Can They Help?
7/17/17
Posted in
  • Financial Planning
  • Financial Planning
  • Financial Planning
  • Financial Planning
  • Trust & Estate Planning

For aging adults, maintaining their independence is a highly-valued goal. Families most often take the lead in helping their parents with day to day, health and financial matters, but sometimes a more specialized expert is needed – especially when navigating health care concerns. Enter the Geriatric Care Manager. Want to learn more about who this is and how they can help?

Read Post
 
Talking About the Future with Your Parents
6/21/17
Posted in
  • Financial Planning
  • Financial Planning
  • Financial Planning
  • Managing Taxes
  • Trust & Estate Planning

This 30-minute webinar explores the challenges and opportunities families need to address when it comes to providing adequate planning and support for aging parents as they deal with personal health, day-to-day needs and financial goals.

Read Post
Mid-Year Financial Checkup
6/20/17
Posted in
  • Financial Planning
  • Financial Planning
  • Market Commentary
  • Financial Planning
  • Financial Planning
  • Managing Taxes
  • Trust & Estate Planning

The midpoint of the year can be a good time to step back and assess your financial goals to make sure you're still on track and given any changes in the economy and markets as well as your personal situation.

Read Post
Posts 1 - 10 of 33 Previous 1 2 3 4 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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