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  • Private Banking
  • Women-Wealth-2021-Five-Pieces-of-Advice-From-A-Professional-Trustee
    • Private Banking
    Senior Wealth Planner Alison Hutchinson and Chief Fiduciary Officer Melineh Ounanian outline some ideas for how trust beneficiaries can learn more about their roles and responsibilities.
  • Series of gray bubbles with one large red circle.
    • Private Banking
    Senior Wealth Planners Ali Hutchinson and Stacia Kroetz look at potential changes to the tax code under the Biden administration and explore tax planning considerations most relevant to our readers this year.
  • Photo of adult woman walking in nature and holding hands with two children.
    January 12, 2021
    • Private Banking
    How can we continue to foster family togetherness in 2021? Ali Hutchinson and Laura Salibello share five resolutions to help your family stay connected this year.
  • Multi-Colored Wrapped Presents
    January 04, 2021
    • Private Banking
    Senior Wealth Planner Ali Hutchinson breaks down several estate planning techniques for individuals who have maxed out their available gift tax exemptions, as well as techniques that can be used to enhance gifts that have already been made and trusts that are already in place.
  • A senior couple and a young family are separated from each other by a giant life-size cell phone. They wave to each other through the transparent cell-phone.
    • Private Banking
    This summer’s family meetings may not look the same as past years, but Senior Wealth Planner Ali Hutchinson and BBH Senior Advisor Ellen Perry share tips for how you can effectively conduct your meeting virtually.
  • Hand of coach drawing American football strategy with black marker on white background
    • Private Banking
    BBH Senior Wealth Planner Alison Hutchinson explains why now is the time to fund a revocable trust.
  • Children's style drawing of a family in front of a house
    April 14, 2020
    • Private Banking
    As families continue to adjust to the new normal during the COVID-19 pandemic, BBH Senior Wealth Planner Alison Hutchinson and Relationship Manager Laura Salibello share how to effectively communicate with children during this uncertain time.
  • Hand of coach drawing American football strategy with black marker on white background
    • Private Banking
    BBH Senior Wealth Planners Alison Hutchinson and Brett Sovine and Wealth Planning Associate Lindsay Hodgkins share how you can provide financial support for family members in this time of crisis without unnecessary tax and complexity.
  • Hand of coach drawing American football strategy with black marker on white background
    March 24, 2020
    • Private Banking
    Senior Wealth Planner Alison Hutchinson delves into the advantages of intra-family loans in this current low interest rate environment.
  • Hand of coach drawing American football strategy with black marker on white background
    March 17, 2020
    • Private Banking
    Senior Wealth Planner Alison Hutchinson explores time-sensitive and beneficial wealth planning strategies to consider amid the current volatility.
  • A Dad, Mom, and Child with Child on Dad's shoulder holding a red balloon
    • Private Banking
    BBH Wealth Planners Ali Hutchinson and Stacia Kroetz outline the importance of having a flexible estate plan. The future is unknowable, but centering your plan on your values and communicating regularly with your fiduciary and your family will set your family on the path to success.
  • Multi Generation Family Walking On Winter Beach With Dog Relaxing
    • Private Banking
    In the feature article of this issue of InvestorView, Adrienne Penta, the executive director of the BBH Center for Women & Wealth, and Alison Hutchinson, a senior wealth planner, focus on the topic of families, wealth and communication, discussing the guiding principles that we believe help families create life-affirming, enduring, effective wealth plans.
  • Close-up of an art canvas with blue and white paint brushstrokes on it
    November 02, 2017
    • Private Banking
    For those hesitant to create an estate plan, Wealth Planner Ali Hutchinson discusses tax-efficient options for transferring wealth to future generations or charity that require no long-term commitment, trusts or legal fees.
  • Business woman holding a magnifying class to look at a stack of papers
    August 31, 2017
    • Private Banking
    Relationship Manager Reed Smith and Wealth Planner Ali Hutchinson break down the forms of joint property ownership, honing in on tenancy by the entirety and its advantages for business owners.
  • Hand holding a paper family and umbrella on green background
    August 17, 2017
    • Private Banking
    Alison Hutchinson and Melineh Ounanian discuss the fundamentals an individual must follow in order to be a good trustee when the trust owns business interests.
  • Plastic figures of a married couple, with a pile of coins behind them
    July 28, 2016
    • Private Banking
    Wealth Planner Ali Hutchinson looks at spousal access trusts – an estate planning strategy that may be the right fit for individuals who wish to transfer assets to others during life, but who also want to maintain access to the funds.

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