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.
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Advance Directives In Estate Planning
Consider what would happen if you were to suffer a catastrophic illness or become incapable of managing your own affairs.
Women Entrepreneurs
The business landscape is continually changing but the most notable trend has been the rapid growth in the number of women-owned businesses.
Understanding the Estate Planning Process
The careful planning of an estate requires a great deal of expertise. If you surround yourself with a professional, supportive team as you begin the process, work through its many stages and adjust your plans over time, you assure yourself—and those you love—that the future will be secure for all.
LAW ADVOCACY FAMILY FINANCE
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.
Questions to Ask A Prospective Financial Advisor
If you are shopping for a financial advisor, you need a good checklist of questions to ask. What you are looking for is someone who handles clients like you, who can relate to you and who is financially astute.
Do You Have A Bad Financial Planner?
A financial planner is supposed to help you keep your financial planning on track, but that is not always the case. Knowing how to properly vet a planner will save you time, money and stress.
Target-Date Funds Are Worrying Me
In concept, target date funds can be terrific options for certain shareholders.If you’re considering a target date fund or want to learn more, give me a call so that we can walk through the pros and cons together.
Charitable Giving—Not Just for the Rich and Famous!
Whether you are Bill Gates, Warren Buffet, or just an ordinary Joe, the gifting principles, tax benefits, and philanthropic rewards of charitable giving can be relatively the same, regardless of how large, or how small, your gifting program.
A Small Business Owner’s Guide to Payroll Taxes A Legal Leg To Stand On
Payroll taxation is just one of the many tax issues facing business owners. This article is meant to serve as a general overview. A qualified tax professional can help you ensure your business is on proper payroll tax footing.