Multi-generation family sitting on wall

Don’t Tax Yourself

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

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Tag: Spousal Lifetime Access Trust

Kristin Shirahama

Kristin Shirahama Quoted in Financial Planning’s “SLAT is tax ‘acronym du jour’ for the married and wealthy: What you need to know”

Taxes • December 21, 2021

Two men sitting at a table with documents, a tablet, and a calculator discussing a document in one of the man’s hands.

Kristin Shirahama Writes “Plan Ahead for Potential Estate and Gift Tax Changes” for Rethinking65

Estates, Gifting • April 1, 2021

Two wedding rings on a stack of money.

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

COVID-19 Resources, Trusts • November 24, 2020