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Gregory S. DuPont

12 Estate Planning Must-Dos

Many of you already have estate documents, probably executed many years ago. You need an estate attorney to look over your documents every 10 years or so.

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Gregory S. DuPont

What Price, Love?

Out of many good reasons to get married, true love and compatibility being among the best, are the tax blessings of the Internal Revenue Service. No one would suggest that you tie the knot for that reason but the tax code does provide a few wedding gifts to those who say “I do.”

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Gregory S. DuPont

Acquaint Family with Your Financial Affairs

Planning for death or disability can be difficult. However, leaving your grown children uninformed about your key financial, medical, and estate planning information can result in confusion and delay at a time when clarity and timeliness are of the essence.

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Gregory S. DuPont

LAFF June Issue

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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Gregory S. DuPont

Reviewing Life Insurance Plan

Life insurance is present in almost every estate plan and serves as a source of support, education-expense coverage, and liquidity to pay death taxes, pay expenses, fund business buy-sell agreements and sometimes to fund retirement plans.

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Gregory S. DuPont

Drafting Your Own Will

You can easily draft your own will through one of two methods: type it yourself on a computer or typewriter, or create one through an online program. Although handwritten wills are permitted, creating a formal, typed document is less likely to cause trouble.

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Gregory S. DuPont

What to Know About Tax Audits

If you receive an audit notice from the IRS, hiring a tax professional to represent you is probably the best strategy. However, should you choose to handle an audit yourself, the Taxpayer Bill of Rights allows you to tape record your meetings with an auditor and to adjourn a meeting with an auditor at any time to either consult with your tax advisor or to request professional representation.

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