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Don’t Tax Yourself

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

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10 Reasons to Review Your Current Estate Plan

Estates • By Eileen Y. Lee Breger • November 1, 2021

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Impact of House Ways and Means Tax Proposals for Trusts, Estates, and Retirement Accounts

Estates, Retirement, Trusts • By Sandra F. O’Neill and Eileen Y. Lee Breger • September 29, 2021

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Extension of CARES Act Incentives Relating to Charitable Giving: Planning with a Charitable Unitrust Remainder (CRUT)

COVID-19 Resources, Gifting • By Eileen Y. Lee Breger • August 20, 2021

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Maximizing End-of-Year Charitable Giving

Gifting • By Eileen Y. Lee Breger • December 1, 2020

A Covid-19 E-Alert.

Protecting Pets During the COVID-19 Pandemic

COVID-19 Resources, Trusts • By Eileen Y. Lee Breger • July 28, 2020

A Covid-19 E-Alert.

The CARES Act Has Passed – Highlights for Individual Taxpayers

Taxes • By Eileen Y. Lee Breger • April 2, 2020

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Reinvigorating the Estate Tax System: Proposals from the 2020 Democratic Presidential Candidates

Estates • By Eileen Y. Lee Breger • January 27, 2020

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The SECURE ACT Eliminates “Stretch” Distributions for Certain Beneficiaries and Impacts Estate Planning

Estates, Trusts • By Eileen Y. Lee Breger • January 22, 2020

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Using an IDGT in Succession Planning in Closely-Held Businesses

Family Business, Taxes, Trusts • By Eileen Y. Lee Breger • September 23, 2019

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$57 Million in Tax Refunds for Same-Sex Couples

Taxes • By Eileen Y. Lee Breger • June 26, 2019

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Estate Planning and Tax Considerations for Nonresident Aliens

Estates, Taxes • By Eileen Y. Lee Breger • March 20, 2019

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Estate Planning: The Irrevocable Life Insurance Trust

Estates, Taxes • By Eileen Y. Lee Breger • January 18, 2019