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

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.

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

Learning how to prepare for a disaster gives you greater control over the unknown.

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.

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.