Although the election is months away, it is not too soon to consider how proposed tax increases may affect you in 2021 and beyond.

Developing well-thought-out and clearly communicated plan for the distribution of tangible assets may reduce hurt feelings and confusion among loved ones.

Although the election is months away, we provide an analysis of both candidates’ tax plans.

In a low-interest rate environment, borrowing is more attractive than ever and may even offer some tax benefits.

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.