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If you’ve ever had a major medical procedure at a hospital, chances are you’ve at least heard of advanced medical directives. Advanced directives are intended to reduce uncertainty in what can be an otherwise trying time for your loved ones.

A liquid asset is cash on hand or an asset that can be quickly converted into cash. They may be referred to as cash equivalents because the owner is confident the assets can easily be exchanged for cash at any time. The asset must meet several requirements before it can be considered liquid.

Life insurance is a great way to look after your loved ones. You can support them in life with the confidence that they will not be left out in the cold after you’re gone.

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.

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.

Involving family members in your business isn’t a course of action to take lightly. If you are considering this option, it is best to approach it as seriously and professionally as you would any other business venture.

Timely planning is necessary to preserve the assets you have worked so hard to accumulate and to protect your loved ones.

Conservation easements can be helpful as a means of reducing income taxes and lowering the value of estates for tax planning purposes.

Entrepreneurs know that it is also prudent to build a personal investment portfolio apart from the investment in their own company.

Each form of property ownership has specific implications, and, when assessing a method, the benefits gained must be balanced against the benefits lost.