by Boston Financial Management | Jun 18, 2019 | BFM Insights, Whitepapers
  by Alisa Kim O’Neil, JD, CTFA, AEP®, CDFA®, Director of Estate & Financial Planning One of the most important decisions you will make when drafting your Last Will & Testament is the choice of an Executor, also known as Personal Representative. Your...
by Boston Financial Management | Dec 3, 2018 | BFM Insights, Whitepapers
 by Amy F. Sahler, Director of Fiduciary Services One of the benefits of annual exclusion gifting is the tax-efficient transfer of wealth to children and others without incurring a gift or estate tax. Annual gifting is a simple and effective way to both transfer...
by Boston Financial Management | Aug 2, 2018 | BFM Insights, Whitepapers
 by Kathy Sablone, JD, AEP®, Director of Wealth Planning My oldest son just turned 18 and will head to college this fall. He is now considered an “adult” in the eyes of the law in Massachusetts and many other states. My college checklist includes a mini...
by Boston Financial Management | Jun 18, 2018 | BFM Insights, Whitepapers
 by Kathy M. Sablone, JD, AEP®, Director of Wealth Planning After months of debate and uncertainty, Congress made the IRA Charitable Rollover permanent at the end of 2015. Since it was first enacted in 2006, this provision had always been temporary and had to...
by Boston Financial Management | Mar 14, 2018 | BFM Insights, Whitepapers
 by Amy F. Sahler, Director of Fiduciary Services One of the most important decisions in creating an estate plan is choosing a trustee – either an independent professional or an individual to perform the critical role of managing your trust assets and...
by Boston Financial Management | Aug 31, 2016 | Whitepapers
Everyone knows that teamwork can be the secret to success. Whether you are in the workplace or on a sports team, people working together can usually achieve more than an individual working alone. It makes sense that the same is true for your personal estate and...