Blog

Man Writing a Testament

Nothing ignites family arguments like inheritance. If you plan to leave money to more than a few beneficiaries, for the sake of peace and your own emotional legacy, know how to divide the proceeds fairly.

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Save Those Tax Records

How long should you hang on to all those income statements, receipts, and canceled checks? You know you need to keep some or maybe all of those papers—but, which ones and for how long?

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Disabled Person on a Wheelchair

Today’s business owner faces a myriad of potential crises. Business owners know that potential crises and unforeseen events may disable their companies and, as a result, the families involved. In this respect, a qualified income replacement plan can be a valuable addition to any business’s benefit package.

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Community Property and Life Insurance

Anyone familiar with estate planning can attest to the confusion that community property rules often cause married couples. For those married individuals either living in, or considering moving to, one of the community property jurisdictions, the issue strikes a little closer to home.

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Free Information and Help from the IRS

You have the right to information and assistance in complying with the U.S. tax laws. In addition to the basic instructions provided with tax forms, the Internal Revenue Service (IRS) makes a great deal of other information available.

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Lifestyle Advocacy Family Finance Logo

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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2-Story House in Front of Blue Sky

Your of domicile can have a significant impact on your estate plan, and may also affect your state tax liability. Also, not all states define property ownership in the same way.

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Pen and Calculator and Paper clip

For most people, there are few problems as “taxing” as tax problems with the Internal Revenue Service (IRS). Indeed, it can raise the blood pressure of even those with the most laid-back personalities.

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Person Reading Book Holding Mug

Owners of small businesses have much the same concerns as everyone else, except they are personally responsible for the fortunes of their enterprise.

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