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Gregory S. DuPont

Which Filing Status Makes Sense for Me

While choosing a tax filing status may seem straightforward, the decision to file as single, married, married filing separately, or head of a household can become surprisingly difficult,.

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Gregory S. DuPont

Important Steps in Preserving Your Estate

Timely planning is necessary to preserve the assets you have worked so hard to accumulate and to protect your loved ones. The key to successful estate preservation is planning. So, don’t put it off. Consider taking these important steps now.

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Gregory S. DuPont

Liquidity and Your Estate

Liquidity refers to the ability to quickly and easily convert assets into cash without incurring a significant loss. Building liquidity into your estate plan can help to ensure that resources will be available to cover estate settlement costs, as well as any tax due.

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Gregory S. DuPont

Your Tax Strategy: Timing Is Everything

Like your financial strategy, your tax strategy operates in two time frames—now and later. “Now” covers the 12 months of the current tax year, such as income tax preparation and filing.

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Gregory S. DuPont

Catch the Spirit: Start Your Own Business!

One of the cornerstones that helped build America is the opportunity for free enterprise. If you have “caught the spirit,” what are the basic factors and issues to consider that will help you get your business off the ground?

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Gregory S. DuPont

The Many Uses of Trusts

Trusts are legal arrangements that provide direction for how you want certain assets managed, for the benefit of one or more named individuals or groups, both during your lifetime and at death.

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