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Gregory DuPont, JD, CFP

What Types of Trusts Should You Consider for Your Estate Plan?

Trusts can provide protection for your beneficiaries, help reduce taxes, and allow for your assets to be distributed according to your wishes. However, not all trusts are created equal, and choosing the right one for your estate plan requires careful consideration. In this article, we’ll explore 5 different types of trusts that we commonly draft in our office, as well as their advantages and limitations.

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Jennifer Short, JD

Estate Planning for Expatriates

If you're looking to move overseas, taxation and estate planning issues need to be considered. Escaping Uncle Sam is not as easy as hopping on a plane to a far-flung location. Americans living overseas retain financial obligations to the US government. Expatriates who live and own assets in more than one country need an estate plan that reflects their international life.

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Gregory S. DuPont

Charitable Remainder Trust Basics

While most people may be resigned one way or another to the inevitability of taxation, many may be unaware that they have a choice regarding the form in which their contribution to society is fulfilled.

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