A monthly newsletter providing your family insight about the law and finance (with an occasional dose of humor) from your friends and advocates at DuPont Wealth Solutions and the Law Offices of DuPont and Blumenstiel. In January we review 2017, talk about what to do in case of a car crash, and Nicaragua, a tourist destination that has something for everyone.
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.
When planning your estate, you may consider setting up a revocable living trust. A properly managed revocable living trust can provide unique benefits; however, it does not completely replace a will.
CEO Mark Zuckerberg has been hauled in front of Congress to apologize for a data scraping scandal – a scandal that quickly followed an outcry that the site had been exploited by Russia during the 2016 election.
Should baseball teams pay tax on the bobbleheads they give away?
By coordinating your tax strategies with your life changes and financial strategies, you may accomplish a variety of goals, such as buying a home, funding a child’s education, and funding your retirement.
An owner planning for withdrawal from his or her business (such as retirement) faces a variety of challenges that can have an impact on both the business and the owner’s estate.
As you prepare for and experience a major life change, such as remarriage, be sure to consult with an estate planning team comprised of qualified tax, legal, and financial professionals to help ensure that you meet your overall objectives.
Tips to maximize the same creativity that led you to start your business in the first place and use it to promote your product.
By engaging in some simple estate planning, you can protect your privacy as well as ease the management of your estate after your death. After all, digital assets are today’s shoeboxes of photos, letters, and other mementos. Planning can preserve your legacy in its digital form.
