Beacon Hill Private Wealth clients enjoy access to a wealth of our continuously updated insights and educational resources. As a trusted, go-to voice in the industry, we also publish some of our findings and perspectives for everyone’s benefit. From articles to videos, see our latest below.
Putting together an estate plan can feel overwhelming, but it's an integral part of seeing your final wishes through. Take time to sort through each of these items with your financial advisor to help keep your estate and your loved ones well-organized and prepared.
If you've amassed a significant amount of wealth, you want to know it'll be cared for by future generations. Here's how to help your loved ones become responsible stewards of your wealth.
When it comes to estate planning, many LGBTQ+ couples face additional challenges in making sure their assets are protected. Here are 6 of those challenges, and what you can do to overcome them.
Business transition planning can often be one of the most overlooked sources of retirement income for small business owners. Here are 5 tips to consider when creating your transition strategy.
On March 1, the Ultra-Millionaire Tax Act was introduced. If passed, certain affluent families could see their tax obligation increase.
A letter of intent is a keepsake for loved ones, but it also helps reduce the challenge of organizing an estate. Here are some things that should be included in any letter of intent.
Illustrating or diagramming your wealth transfer plan can help provide clarity into dense estate documents to help with implementation. We explain how to create a quick glance at your estate legacy you envision.
People are taking time during the COVID-19 crisis to update their finances and important life documents. Here are four estate plan details you should focus on in light of the current pandemic.
You don't have to have millions in the bank to benefit from establishing a trust. Learn the truth about trusts the surprising advantages you could be missing out on.