Posts you may be interested in
Whatever the reason you’re seeking to buy a second or permanent home in Florida, how do you choose the one that’s best for your situation? “Consider the practical and emotional value of the property—as well as its cost and location—before you take the plunge,” says Charles Nilsen, at Boston Private.
Read PostWashington policy expert, Doug Fisher moderates a roundtable discussion with Boston Private professionals on Tax Reform and how it will impact individuals, businesses and investments for 2018 and beyond.
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If your idea of the perfect bank is one that anticipates your needs, takes a holistic view of your finances, and recommends solutions based on your unique business and family situation, a private banking relationship could be the right choice for you.
Read PostWashington policy expert Doug Fisher shares his insights on the latest tax reform proposal negotiations in Congress. He, along with Boston Private’s Brian Lopez and Shannon Saccocia will discuss how tax reform may affect you and your business as well as provide tax and investment planning tips.
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When was the last time you took a look at your estate plan? Last year? Five years ago? No doubt things have changed in your life and your financial situation since then. Here are ten questions that can help you decide if your estate plan needs adjusting right now to make sure it’s in sync with your current financial situation.
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- Financial Planning
- Financial Planning
- Financial Planning
- Financial Planning
- Managing Taxes
- Trust & Estate Planning
While you may need to quickly adjust your financial “sails” occasionally to respond to unexpected life changes, there are many other events that you can prepare for in advance to make future course corrections much easier. Here’s a review of six major life events that can alter your financial plans – plus some actions you can take now to make sure you’re prepared for the future.
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- Financial Planning
- Financial Planning
- Financial Planning
- Financial Planning
- Trust & Estate Planning
For aging adults, maintaining their independence is a highly-valued goal. Families most often take the lead in helping their parents with day to day, health and financial matters, but sometimes a more specialized expert is needed – especially when navigating health care concerns. Enter the Geriatric Care Manager. Want to learn more about who this is and how they can help?
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Most people assume the components of a financial plan include their brokerage, retirement and bank accounts, but a financial plan is much more than that. A financial plan takes into account your assets, your liabilities and any other circumstances that will impact your wealth. A financial plan focuses on your goals – both short and long-term – and what you need to achieve them. At Boston Private, we provide a comprehensive analysis and develop a plan customized for your individual situation.
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Many investors tend to overlook – or are unaware of – how the placement of assets in accounts can impact returns over time. Determining your appropriate asset allocation is the most critical step in designing your investment plan. Once that is determined, it is important to locate assets in a way that can minimize taxes and provide for appropriate cash flow throughout your retirement and distribution to heirs.
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Someone in your family has asked you to be their healthcare proxy. This means they are entrusting you to make legally binding health-related decisions about their medical care in the event they are unable to make those decisions themselves. While it’s an honor to have a family member put this trust in you, you might not know what it actually involves.
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