Five steps to more strategic, effective philanthropic giving

Ways to assess if your giving is making the impact you'd like.

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Bipartisan and Pro-Taxpayer IRS Reform Legislation Passes the House Ways and Means Committee

Legislation Would Increase Taxpayer Protections, Require IRS Accountability to Congress, and Modernize IRS Systems

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How Successful Women Are Changing the Face of Philanthropy

As the amount of wealth that women control continues to grow, we take a look at how their approach to planning and giving is different.

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Donor Advised Funds bring tax efficiency, flexibility to year-end giving

Donor Advised Funds (DAFs) are charitable gift vehicles, sponsored by public charities that accept tax-deductible donations and invest them in a donor account until the donor requests that grants be made from the account to other IRS qualified charities.

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2018 Year-End Tax Planning Checklist

Eleven ways to help reduce your taxes now and in the future. Prior to the December 31 deadline, consider reviewing these options with your financial and tax advisors.

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The benefits of estate planning

A well-constructed estate plan reduces stress and legal hassles for your family. It also gives them direction if you’re incapacitated. And there are other benefits too, says Boston Private’s Gerald Baker, J.D.

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A field guide to finding your perfect seasonal residence

Whether you’re buying a place where your family can gather today or a home where you can retire later — or combining both in one purchase — how do you choose a seasonal home that best meets your current and future needs? Find out what Boston Private experts say about the emotional, financial, tax, and estate planning aspects to consider.

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An Update From Washington: Fall Tax Reform

Tax reform is front and center in Washington. Tax writers are expected to release details of corporate and individual tax plans in a few weeks and start House and Senate debate.

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Six life events that affect your financial plan – and how to prepare for them

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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Resource Guide for Family Roles and Experts

Building a trusted team of advisors to help with legal, financial and healthcare decisions will help by filling gaps in knowledge where they exist to better create a holistic plan.

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