As you prepare for and experience a major life change, such as remarriage, be sure to consult with an estate planning team comprised of qualified tax, legal, and financial professionals to help ensure that you meet your overall objectives.
By engaging in some simple estate planning, you can protect your privacy as well as ease the management of your estate after your death. After all, digital assets are today’s shoeboxes of photos, letters, and other mementos. Planning can preserve your legacy in its digital form.
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.
As you age, it is particularly important to understand what to expect when it comes to your personal finances. Without proper planning, the high cost of long-term care could deplete your savings and threaten the financial independence of you and your spouse.
A monthly newsletter providing your family insight about the law and finance (with an occasional dose of humor) from your friends and advocates at DuPont Wealth Solutions and the Law Offices of DuPont and Blumenstiel. In January we review 2017, talk about what to do in case of a car crash, and Nicaragua, a tourist destination that has something for everyone.
If you wish your business to continue—and thrive—after you are gone, consider taking the time now to create a business succession plan.
These are a few of the initiatives you can take now to start managing your estate. While larger estates may have different concerns than smaller ones, the key is to recognize that planning is the issue, not size!