A monthly newsletter providing you insight into the law, finance and family matters (with an occasional dose of humor) from your friends and advocates at DuPont Wealth Solutions and the Law Offices of DuPont and Blumenstiel.
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12 Estate Planning Must-Dos
Many of you already have estate documents, probably executed many years ago. You need an estate attorney to look over your documents every 10 years or so.
What Price, Love?
Out of many good reasons to get married, true love and compatibility being among the best, are the tax blessings of the Internal Revenue Service. No one would suggest that you tie the knot for that reason but the tax code does provide a few wedding gifts to those who say “I do.”
To Be Or Not To Be (Entrepreneur)
The chance to be your own boss and experience the payoff of your own hard work can make entrepreneurship an exciting adventure.
Why every company should embrace the World Cup
It’s a great way to effectively engage and inspire your organization – and have fun along the way.
Acquaint Family with Your Financial Affairs
Planning for death or disability can be difficult. However, leaving your grown children uninformed about your key financial, medical, and estate planning information can result in confusion and delay at a time when clarity and timeliness are of the essence.
LAFF June Issue
A monthly newsletter providing you insight into the law, finance and family matters (with an occasional dose of humor) from your friends and advocates at DuPont Wealth Solutions and the Law Offices of DuPont and Blumenstiel.
Planning for the Unexpected
Consider what would happen if you were to suffer a catastrophic illness or become incapable of managing your own affairs.
Reviewing Life Insurance Plan
Life insurance is present in almost every estate plan and serves as a source of support, education-expense coverage, and liquidity to pay death taxes, pay expenses, fund business buy-sell agreements and sometimes to fund retirement plans.
Drafting Your Own Will
You can easily draft your own will through one of two methods: type it yourself on a computer or typewriter, or create one through an online program. Although handwritten wills are permitted, creating a formal, typed document is less likely to cause trouble.