Blog - Page 65 of 71 - DuPont Law Group

June 2, 2025

Investment vs. Distribution Trustees

When creating a trust, many people chose to name themselves as the initial trustee. They want to be responsible for administering the trust until they...
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June 2, 2025

WHAT THE LAST SURVIVING SPOUSE RULE MEALS FOR ESTATE TAXES

Estate planning is especially important for married couples. Many people choose to have these documents created to minimize and avoid estate taxes. When left unchecked, estate...
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June 2, 2025

HOW TO CHOOSE THE RIGHT TRUSTEE

Whether you are reviewing your existing trust or creating a new one, you should understand the important role that a trustee plays. Trustee(s) are in...
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June 2, 2025

BILLS AND SERVICES TO CANCEL WHEN A LOVED ONE DIES

In addition to the emotional difficulty of processing someone’s death, there are also many tasks that must be dealt with. When a loved one dies,...
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June 2, 2025

SURVIVOR’S TRUST VS. JOINT TRUST

Many married couples share almost everything, including finances. Many of our clients choose to have one joint living trust instead of two. A joint trust...
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June 2, 2025

WIDOWS: WHAT TO DO IF YOUR SPOUSE HAD A TRUST WITH A DISCLAIMER PROVISION

Losing a loved one, especially a spouse, is one of the most difficult things you may face in life. Surely you'll need to take time...
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June 2, 2025

CAN I COLLECT ON MY DECEASED SPOUSE’S LOANS?

As Americans, we often want bigger, nicer, more expensive things that we don't have the cash for upfront. We like to live in proper homes...
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June 2, 2025

6 WAYS A TRUST PROTECTOR CAN HELP YOU

Trust protectors have been regularly used for high-end trusts in offshore accounts and are becoming more common. Essentially, a trust protector is someone who serves...
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June 2, 2025

DOES A TRUSTEE HAVE AUTHORITY TO SELL ASSETS?

A trustee is a person or entity responsible for managing and administering your trust. They must ask according to your instructions and state law. As...
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June 2, 2025

DID SEAN CONNERY EXCLUDE HIS SON JASON CONNERY FROM HIS WILL?

“Bond, James Bond”. To his fans, no other played the part as charismatically as Sir Sean Connery. Sadly, on October 31st, 2020, his death at...
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