Boston Private helps clients preserve wealth and achieve legacy goals by supporting the estate planning and trust development process.

Discuss the different aspects regarding the benefits of philanthropic giving — during a crisis or otherwise.

A corporate trustee is someone who is adept at navigating familial issues and managing complex assets while maintaining third party impartiality.

As a savvy consumer of financial services, it’s important to understand how your assets are safeguarded.

Certain states are adjusting legal requirements to allow necessary functions that have historically required in-person interactions to be permitted through virtual solutions.

It’s safe to say that this global pandemic is stressing everyone out. COVID-19 has heightened our worries about staying healthy, working remotely and trying to navigate social distancing without being totally isolated. wonder how to have tough conversations about money and make decisions when each have their own unique viewpoint and emotional reactions to what’s going on in the world around them.

One of the most important things you can do for your family's financial well-being is to create an estate plan.

As we conduct more and more of our daily activities online, it's essential to have a plan in place to access your digital assets in case you're not around.

The role of a trustee is typically given to a trusted friend or family member. Here is a guide to some of the most important trustee duties.

We are currently in the second tax season after the significant federal tax law changes. While there are no major changes from last year, there are some items to note when working with your tax advisor to prepare your 2019 individual income tax return.