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Perspectives / Blog

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

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When a Financial Planner Becomes a Dad

 November 30, by Peter Yoon, CFA®

I will never forget the moment last December when my first child was born. My wife Juyun and I had agreed to keep our baby’s gender a secret so we would be surprised on delivery day. “It’s a boy!” I exclaimed as the doctor presented my crying... continue reading
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
IRS Guidance on Clawback of Gift & Estate Tax Exemption
 April 16, by Judith Gordon
Estate Planning in the Time of COVID-19
 April 14, by Judith Gordon
Estate Planning Strategies for Married Couples in the New Decade
 February 18, by Judith Gordon
Meeting With Your Estate Planning Attorney
 January 21, by Judith Gordon
The Death of a Loved One: What Do I Do Now?
 January 14, by Judith Gordon
The Dutch House by Ann Patchett (Lessons in Estate Planning)
 December 16, by Judith Gordon
Dreaming of Downsizing? An Upside Property Tax Consideration
 November 11, by Judith Gordon
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