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

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

Use of a donor advised fund can help holders of concentrated stock positions engage in charitable giving while maximizing their tax benefits.

Late last week, the United States Supreme Court issued its decision in North Carolina Department of Revenue vs. Kimberly Rice Kaestner 1992 Family Trust (“Kaestner”). The Supreme Court ruled that the Due Process Clause prevents a state from taxing the income of a trust in situations where the sole connection of the trust to the state is via a contingent beneficiary maintaining a presence in the state.

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.