Financial Planning Archives - DuPont Law Group

June 3, 2025

CONVERTING COLD CALLS INTO NEW CLIENTS

Even business owners who are experienced in sales may shiver when they hear the words “cold calling.” While contacting potential customers you have never met...
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June 2, 2025

HOW TO LEAVE YOUR RETIREMENT ACCOUNT TO YOUR MINOR CHILD

Your retirement account may be one of the most valuable things you own. Many people choose to name their children as the beneficiaries of these...
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June 2, 2025

PROS AND CONS OF A FAMILY LIMITED PARTNERSHIP

Owning your own business or investment portfolio can be incredibly rewarding. But if you don't protect it, all your hard work could be for nothing....
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June 2, 2025

3 WAYS TO PROTECT YOUR FAMILY DURING JOB LOSS

If you've recently lost your job, you're not alone! Many small businesses haven't been able to survive the skyrocketing inflation. Also, large companies have started...
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June 2, 2025

Estate Planning for Lottery Winners

On February 14, 2023, California state lottery officials named the winner of the largest lottery prize in U.S. history. Edwin Castro won an eye-popping $2.04 billion lottery...
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June 2, 2025

HOW MUCH CAN YOU GIFT A FAMILY MEMBER IN 2024?

It is better to give than to receive. But if you give a gift above a certain amount, you might end up owing money to...
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