Perspectives / Blog

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

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How to Help Ensure That Health Care Wishes Do Come True

 February 19, by Judith Gordon

For many years, I had meaningful conversations with clients about the transfer of wealth at their death. In retrospect, my conversations with clients for dealing with the aging process, health care decisions, and end of life care were never totally i... continue reading
IRS Clarification of Rules Regarding Large Lifetime Gifts
 December 14, by Judith Gordon
A Guide to Finding an Estate Planning Attorney Who Is Right for You
 November 7, by Judith Gordon
Time for a Review of Your Estate Plan
 April 16, by Judith Gordon
Benevolence in the New Tax Era
 February 21, by Judith Gordon
The Spirit of the Gift | Gift of Making Connections
 December 14, by Judith Gordon
The Spirit of the Gift | Gift of Legacy & Values
 November 30, by Judith Gordon
The Spirit of the Gift | Gift of Time & Knowledge
 November 30, by Judith Gordon
Will the Children Make It On Their Own?
 November 8, by Judith Gordon
Another Chance for Some to Elect Portability
 September 21, by Judith Gordon
Estate Taxes: In Flux Once Again
 February 8, by Judith Gordon
Smoothing the Wealth Transfer Process
 November 29, by Kevin Dorwin, CFP®
B|O|S Book Review: The Nest
 November 7, by Judith Gordon
New Guidance on Portability and QTIP Elections
 October 24, by Judith Gordon
Your Digital Afterlife
 October 13, by Judith Gordon
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