Main BOS Logo

Perspectives / Blog

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

Subscribe to our quarterly email here.

Dreaming of Downsizing? An Upside Property Tax Consideration

 November 11, by Judith Gordon

Thoughts of fewer traffic jams, less congestion, reduced home square footage, and lower housing prices may run through people’s minds when considering a move. Yet, for those who own their homes and have enjoyed the benefits of California Propositio... continue reading
Property Taxes: The Often-Overlooked Transfer Tax
 May 22, by Judith Gordon
Satisficers Versus Maximizers
 May 16, by Judith Gordon
How to Help Ensure That Health Care Wishes Do Come True
 February 19, by Judith Gordon
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®
SUBSCRIBE TO OUR NEWSLETTER

Get B|O|S Perspectives
in Your Inbox