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Don’t Tax Yourself

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

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Do the Retirement Plan Provisions in Your Trust Still Align with Your Estate Planning Goals Following Updates to the SECURE Act?

Estate Planning, Trusts • March 3, 2025

retirement plan

IRS Issues Updates to Retirement Plan Rules under SECURE Act 2.0

Required Minimum Distributions, Retirement • December 17, 2024

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Estate Planning: The Irrevocable Life Insurance Trust

Estates, Taxes • March 28, 2024

retirement plan

Important Provisions from SECURE Act 2.0 for Individuals and Nonprofits

Retirement, Taxes • March 21, 2023

Cryptocurrency

Gift and Estate Tax Considerations for Crypto Assets

Estates, Taxes • June 8, 2022

Eileen Lee Breger

Eileen Lee Breger Writes “10 Things I know about … Protecting your family’s money” for the Worcester Business Journal

Estates • March 8, 2022

Cryptocurrency

The Importance of Disclosing and Transferring Crypto Assets in Your Estate Plan

Estates • March 2, 2022

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10 Reasons to Review Your Current Estate Plan

Estates • November 1, 2021

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

Estates, Retirement, Trusts • 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 • August 20, 2021

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Maximizing End-of-Year Charitable Giving

Gifting • December 1, 2020

Covid-19 E-Alert

Protecting Pets During the COVID-19 Pandemic

COVID-19 Resources, Trusts • July 28, 2020