Blog

Family Going to The Beach for Vacation

No one wants to dwell on it, but death is an inevitable part of life. Once you plan for its eventuality, you may rest easy with the hope that your family will be taken care of.

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Holding One-Dollar Bill with Both Hands

While large loans from parents to offspring are quite common, it is important to pay attention to the tax rules that apply to the transaction.

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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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Racks of Books and Boxes

The 1998 IRS Reform Act shifted the burden of proof from the taxpayer to the Internal Revenue Service (IRS) in certain situations. However, the rules will not apply if you cannot come up with the proper documentation.

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Puzzled Pieces Labeled

Timing is everything. As a result, it is prudent for today’s small business owner to consult with insurance, legal, and tax professionals to devise a plan of action that will provide security for his or her business and family.

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