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Don’t Tax Yourself

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

Blog

Glasses and pen with a Last Will and Testament

Do Your Beneficiary Designations Coordinate with Your Will?

Estates, Wills • August 1, 2024

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Is a Scribbled Will Valid in Massachusetts?

Wills • April 29, 2024

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Student Loan Debt Relief Is Stalled

Debt, Student loans • December 20, 2022

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Biden’s 2022 Federal Student Loan Debt Relief

Debt, Student loans • October 20, 2022

Katherine Dorval

Katherine Dorval Writes “Amending The IRS’s Anti-Clawback Provision On Gifting” for Financial Advisor

Estates, Gifting • June 1, 2022

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Will You Receive Child Tax Credit Advance Payments?

Taxes • July 14, 2021

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COVID-19 Funeral Assistance From FEMA

COVID-19 Resources, Financial • April 20, 2021

Glasses and pen with a Last Will and Testament.

Four Basic Estate Planning Documents that Everyone Needs

Estates, Wills • October 15, 2020

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Planning for Retirement: How Attractive is Massachusetts for Estate Tax Planning?

Retirement, Taxes • October 5, 2020

adults reviewing documents

Is it Time to Update Your Estate Plan?

Estates • March 4, 2020

IRS

SECURE ACT: “Stretch IRA” Rules Change in 2020

Retirement, Taxes • January 15, 2020

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SECURE ACT: Foreseeable Change in ‘Stretch IRA’ Distribution Rules

Estates, Retirement, Taxes • December 9, 2019