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Don’t Tax Yourself

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

Blog

Category: Trusts

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

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

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Trusts and Estates – What to Expect from the New Administration (Webinar)

Estates, Trusts • By Kristin Wildman Shirahama • February 10, 2021

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

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

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Trust & Estate Planning in a Unique Year (Webinar)

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

Covid-19 E-Alert

Protecting Pets During the COVID-19 Pandemic

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

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Trust Funding: the Overlooked Estate Planning Tool

COVID-19 Resources, Trusts • By Rebecca MacGregor • May 11, 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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U.S. Supreme Court Limits the Ability of States to Tax Out-of-State Trusts

Taxes, Trusts • By Anthony J. Dragga • December 19, 2019

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Will Your Trust Assets Be Protected If Your Child Gets Divorced?

Estates, Trusts • By Katherine R. Dorval • November 14, 2019

Adults sitting in a semi circle around a coffee table holding a paper packet.

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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Estate Planning Seminar Series with Kristin Shirahama

Estates, Financial, Trusts, Wills • April 23, 2019

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Financial Advisor Magazine publishes “Discussing The Issue Of Aging Parents”

Estates, Taxes, Trusts, Wills • By Kristin Wildman Shirahama • November 15, 2018