Posts you may be interested in

It can be challenging to get family members to talk openly about future needs and desires for aging loved ones. Join us for a discussion on advantages to developing a proactive plan, considerations when developing an Aging Plan and tools and best practices when engaging with your financial advisor.
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Developing well-thought-out and clearly communicated plan for the distribution of tangible assets may reduce hurt feelings and confusion among loved ones.
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The first year after losing a significant other can be overwhelming. Here are some of the key estate planning items you should consider in the first year.
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Learning how to prepare for a disaster gives you greater control over the unknown.
Read PostStaying engaged and keeping our clients informed in times of uncertainty is imperative to our commitment to excellence and client service. Paul Simons, President of Private Banking, Wealth and Trust at Boston Private led a discussion with business owners who have sustained, adjusted and pivoted their business operations. The discussion also included advice from Boston Private experts on advanced wealth planning strategies, such as philanthropic giving opportunities to support your community, and securing your multigenerational legacy.
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Discuss the different aspects regarding the benefits of philanthropic giving — during a crisis or otherwise.
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As a savvy consumer of financial services, it’s important to understand how your assets are safeguarded.
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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.
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Because impaired financial judgement predates memory loss, it's important to know the signs and have the requisite conversations with aging parents.
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Caring for someone with special needs can be physically, emotionally, and financially challenging. A Special Needs Trust administered by a trustee with experience, can relieve some of your stress, assure the financial well-being of your loved one, and preserve family harmony.
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