An estate plan helps you make sure that your property and assets are managed and distributed to your heirs according to your wishes. Here is an overview of 4 essential documents for proper estate planning.

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.

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.

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 your idea of the perfect bank is one that anticipates your needs, takes a holistic view of your finances, and recommends solutions based on your unique business and family situation, a private banking relationship could be the right choice for you.

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 “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.

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?