Blog

10 Smart Uses for Your Tax Refund

Consider giving yourself an immediate raise by adjusting your tax withholding to increase your take-home pay.

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A Glass Slipper for the Stroke of Midnight

In recent years, “estate planning” has become one of the more popular financial catchphrases; and, rightfully so. Estate planning encompasses the management of assets while alive in order to help ensure the proper disposition of those assets at death. In some situations, it can also include strategies to minimize taxes and maximize asset transfer to heirs.

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Summer Job Tax Tips

Whether you’re new to summer work or been at it for years, here are eight tax tips you need to know from the Internal Revenue Service.

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LAW ADVOCACY FAMILY FINANCE

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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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.

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Paying the Marriage Penalty

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.”

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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.

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