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Perspectives / Blog


Articles, podcasts, tips & resources from the team at B|O|S.

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Committing to Your Financial Health in 2021
March 10, by Michelle Soto, CFP®, CDFA™
Expanding Your Estate Planning Toolbox With SLATs
March 9, by Judith Gordon
Interpreting California Proposition 19
February 25, by Judith Gordon
Be Mine: Perspectives on the Benefits of Pre-Marital Agreements from an Attorney & Client
February 10, by Michelle Soto, CFP®, CDFA™
When a Financial Planner Becomes a Dad
November 30, by Peter Yoon, CFA
Legacy Planning With 529 Plans
November 4, by Sean Angelis, CFP®
The Stretch Is Dead: Estate Planning Options for IRA Accounts Post-SECURE Act
November 4, by Judith Gordon
Potential Changes to Gift and Estate Tax Laws in 2021 and Beyond
November 4, by Shelby Stahr, CFP®
How to Safeguard Essential Documents and Precious Possessions
August 10, by Judith Gordon
Estate Planning for Young Adults
June 25, by Judith Gordon
Navigating Key Provisions of The CARES Act
June 3, by Judith Gordon
Enhancing Your Legacy Planning With a Wealth Management Firm
May 18, by Judith Gordon
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