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Don’t Tax Yourself

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

Blog

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

Estates, Trusts • January 22, 2020

adults reviewing documents

Using an IDGT in Succession Planning in Closely-Held Businesses

Family Business, Taxes, Trusts • September 23, 2019

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$57 Million in Tax Refunds for Same-Sex Couples

Taxes • June 26, 2019

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Estate Planning and Tax Considerations for Nonresident Aliens

Estates, Taxes • March 20, 2019

adults reviewing documents

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

Estates, Taxes, Trusts • June 22, 2018

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The Second Time Around: Estate Planning for Blended Families

Estates, Trusts, Wills • May 23, 2018

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Tax Cuts and Jobs Act Effect on ABLE Accounts and 529 Funds

Disability, Taxes • February 16, 2018

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Massachusetts Highest Court Rules in Favor of Personal Representatives’ Access to Decedent’s Yahoo Email Account Under Federal Law

Personal Representatives, Wills • October 25, 2017

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Families Can Use a Tax-Advantaged ABLE Account to Save for Disability Expenses

Taxes • May 24, 2017

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New Reporting Regime: Estates Who Have to File Federal Estate Tax Returns Need to be Aware of New Basis Consistency Law

Taxes • March 30, 2017

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

Celebrity / Current Events, Estates, Taxes, Trusts • February 1, 2017

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Unmarried Couples: Think About A Cohabitation Agreement

Estates, Real Estate • November 22, 2016