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It may be helpful to incorporate pre and postnuptial agreements into your and your family's estate and intergenerational planning.
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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.
Read PostFamily dynamics can present challenges and opportunities. See how our team of specialists works with families to ensure that the trust is planned and executed in a way that adheres to the wishes of the grantor while providing thoughtful consideration to those involved.
Read PostSee how we help families navigate the complex and emotional process of carrying through a trust and estate plan. Providing your beneficiaries with expert advice, guidance, and clarity is our number one priority.
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Who is your parent's designated beneficiary? Understanding the benefits of a beneficiary now can make all the difference further down the line.
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Geriatric care managers help your family identify and select housing and health care options that best fit the needs of your aging parents.
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Boston Private helps clients preserve wealth and achieve legacy goals by supporting the estate planning and trust development process.
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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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