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!
Writer Chuck Jaffe learned the power of planning from his brother, who suffered from a rare disease that eventually took his life.
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.
Consider what would happen if you were to suffer a catastrophic illness or become incapable of managing your own affairs.
The business landscape is continually changing but the most notable trend has been the rapid growth in the number of women-owned businesses.
The careful planning of an estate requires a great deal of expertise. If you surround yourself with a professional, supportive team as you begin the process, work through its many stages and adjust your plans over time, you assure yourself—and those you love—that the future will be secure for all.
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.
If you are shopping for a financial advisor, you need a good checklist of questions to ask. What you are looking for is someone who handles clients like you, who can relate to you and who is financially astute.
