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Laura Blumenstiel, J.D.

Understanding Professional Practice Wills

Professional practice wills are legal documents that allow professionals to ensure that their clients, patients, or customers receive continuity of care in the event of their death or disability. In this blog post, we'll discuss the importance of professional practice wills, what they entail, and how you can create one.

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Gregory S. DuPont, JD, CFP

How the Corporate Transparency Act May Impact Your Estate Plan

A new law called the Corporate Transparency Act (CTA) goes into effect on January 1, 2024. Under this law, owners of certain business entities must file a specific report with the federal government. In it, they must include details about the ownership of their entity...If you have an entity (corporation, LLC, family limited partnership, etc.) as part of your existing estate plan, read on for important information about how to comply with this new law.

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Gregory S. DuPont, JD, CFP

Pros and Cons of a Family Limited Partnership

Owning your own business or investment portfolio can be incredibly rewarding. But if you don't protect it, all your hard work could be for nothing. Some of our clients choose to create a family limited partnership (FLP) to protect their assets, themselves, and their families from taxes, creditors, and probate.

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