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 | Mar 7, 2018 | Announcement
Alisa Kim O’Neil, JD, CTFA, AEP®, was recently named to the Board of Overseers at Beth Israel Deaconess – Milton Hospital We are also pleased to announce that Alisa Kim O’Neil, JD, CTFA, AEP®, and Kathy M. Sablone, JD, AEP® have received their designations as an...