President Biden’s recent tax proposals may have dramatic impacts on estate planning for high-net-worth individuals. Potential tax increases and more robust reporting obligations make estate planning strategies more critical than ever. Discover how the administration’s fiscal year 2022 revenue proposals might impact your financial plans.

Incorporating life insurance policy reviews into your estate planning discussions is an effective way to be sure your policy remains in sync with your family’s needs. Insurance discussions are especially important if you have a taxable estate, which is often more common than you may realize. Katherine M. Sheehan, Managing Director at Boston Private shares her strategies to avoid common insurance pitfalls.

Clients who are non U.S. citizens work with a team of professionals who can help them maximize their U.S. tax benefits and mitigate tax exposure.

Openly communicating with your advisor about addiction and mental health concerns can help ensure estate and financial planning objectives are achieved.

California voters passed Proposition 19 in the November election. Two big changes to transfer tax laws pertaining to California real estate will go into effect in February.

It may be helpful to incorporate pre and postnuptial agreements into your and your family's estate and intergenerational planning.

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.