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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™

A new year often begins with a handful of resolutions for increased exercise, eating better, sleeping more, and improving other personal habits. While there may be a great deal of focus on your physical health, what about your financial health? The s... continue reading
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
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
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