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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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Gregory S. DuPont, JD, CFP

Survivor's Trust vs. Joint Trust

A joint trust can be structured so that when one spouse passes away, the trust is split into two sub-trusts: a survivor’s trust and a decedent’s trust.

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Gregory S. DuPont

Dealing with Elder Care Issues

As Americans continue to live longer, many of today’s retirees are finding it necessary to help elderly parents or relatives manage their personal and financial affairs.

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