Multi-generation family sitting on wall

Don’t Tax Yourself

A Publication of Bowditch & Dewey's Estate, Financial & Tax Planning Group

Blog

Two men sitting at a table with documents, a tablet, and a calculator discussing a document in one of the man’s hands.

Tales from the Docket – Business Halts Because Structure Failed to Address Succession Planning

Succession Planning • By Rebecca MacGregor • January 5, 2022

Glasses and pen with a Last Will and Testament

Tales from the Docket – Single Parent Dies Without a Will

Wills • By Rebecca MacGregor • September 10, 2021

Two wedding rings on a stack of money.

When to Take Advantage of a Spousal Lifetime Access Trust (SLAT)

COVID-19 Resources, Trusts • By Rebecca MacGregor • November 24, 2020

Exterior of a newly built craftsman-style home.

Legal Considerations of Living Together in a Multi-Generational Home

COVID-19 Resources, Estates • By Rebecca MacGregor • October 13, 2020

Calculator and pen on a paper where someone was calculating budget with the words "can we do this?" written on the bottom.

Trust & Estate Planning in a Unique Year (Webinar)

COVID-19 Resources, Estates, Trusts • By Rebecca MacGregor • October 8, 2020

Money in a glass jar

Can I Withdraw Funds From My Retirement Account During COVID-19?

Retirement, Taxes • By Rebecca MacGregor • September 25, 2020

College students walking down a hallway.

Gaining Access to Your College Student’s Records

Financial • By Rebecca MacGregor • August 31, 2020

Money in a glass jar

Record Low Interest Rates Let You Have Your Cake and Eat It Too – Life Insurance, Investments & Intra-family Loans

COVID-19 Resources, Financial, Taxes • By Rebecca MacGregor • August 12, 2020

Silhouette of a family at sunset.

Rebecca MacGregor quoted in Forbes’ “Need A Loan? Tax Rules Now Let You Borrow From Family At Ultra Low Interest Rates”

Family Business, Financial • August 6, 2020

Bowditch Legal Podcasts: What Happens If You Die Without a Will?

Wills • By Rebecca MacGregor • July 20, 2020

Bowditch Legal Podcasts: Who Makes Decisions If I’m Incapacitated?

incapacity • By Rebecca MacGregor • June 30, 2020

Bowditch Legal Podcasts: Overlooked Estate Planning Tools

COVID-19 Resources, Estates • By Rebecca MacGregor • June 22, 2020