Ways to assess if your giving is making the impact you'd like.

Now is the perfect time to start gathering the legal documents you and your student will need this fall. This is particularly important if your child is age 18 or older which is the “age of majority” in most states.

Legislation Would Increase Taxpayer Protections, Require IRS Accountability to Congress, and Modernize IRS Systems

As the amount of wealth that women control continues to grow, we take a look at how their approach to planning and giving is different.

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.

Eleven ways to help reduce your taxes now and in the future. Prior to the December 31 deadline, consider reviewing these options with your financial and tax advisors.

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.

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.