Multi-generation family sitting on wall

Don’t Tax Yourself

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

Blog

Category: Trusts

adults reviewing documents

Using an IDGT in Succession Planning in Closely-Held Businesses

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

adults reviewing documents

Estate Planning Seminar Series with Kristin Shirahama

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

Family holding hands before eating a holiday dinner.

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

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

Will checklist

Aretha Franklin Died Without a Will: Why It’s Important for Everyone to Have a Plan

Celebrity / Current Events, Estates, Trusts, Wills • By Michael D. Brockelman • September 19, 2018

Shot from behind of a multigenerational family in coats on the beach.

Private Wealth Magazine Publishes “How To Address Multigenerational Estate Planning Issues”

Estates, Personal Representatives, Trusts, Wills • By Kristin Wildman Shirahama • August 6, 2018

adults reviewing documents

Estate Planning for a Non-U.S. Citizen Spouse

Estates, Taxes, Trusts • By Eileen Y. Lee Breger • June 22, 2018

A family and their dog

The Second Time Around: Estate Planning for Blended Families

Estates, Trusts, Wills • By Eileen Y. Lee Breger • May 23, 2018

Stacks of coins next to a wooden house block.

Estate Tax Repeal Could Reshape Clients’ Plans

Estates, Financial, Real Estate, Taxes, Trusts • October 5, 2017

Person about to sign a contract.

Shedding Light On Blind Trusts

Trusts • By Christopher G. Mehne • September 20, 2017

Money with pen and watch on financial data.

DOL Fiduciary Rule: Love It or Hate It, It’s Here

Trusts • By Terrence J. Briggs • June 8, 2017

An hour glass.

Massachusetts Supreme Judicial Court Ruled Irrevocable Income-Only Trusts a Viable Tool in Long-term Care Planning

Trusts • By Kristin Wildman Shirahama • June 1, 2017

The milky way galaxy.

The Estates of Carrie Fisher and Debbie Reynolds: Planning for the Unthinkable

Celebrity / Current Events, Estates, Taxes, Trusts • By Eileen Y. Lee Breger • February 1, 2017