DuPont Law Group

09/03/2026

Most families will never owe federal estate tax—but that doesn’t mean an inheritance is automatically tax-free.

If you leave behind a traditional IRA or 401(k), your heirs may owe income tax as they take distributions. Understanding the difference can help you make smarter decisions about how your wealth is passed on.

Read more about estate tax vs. income tax on an inheritance and what it could mean for your family’s legacy.

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Schedule a consultation with our team at DuPont Law Group to learn more about estate tax vs. income tax on an inheritance.

09/02/2026

A nearly $3 million estate can still be vulnerable to the cost of long-term care.

For one retired couple, a projected 10-year care event could have reduced their estate to just $500,000. By coordinating an irrevocable trust with a lifetime income strategy, their plan preserved an estimated $2.8 million instead.

The key was planning in advance.

Read the full story here: https://bit.ly/3SEenyw

Learn how one couple protected nearly $3 million from long-term care costs and contact DuPont Law Group to schedule a consultation.

09/02/2026

Dolly Parton and Tim Curry both passed on August 25th. Two icons, two very different estate situations.

Most of us don't have $450 million. But that's not the point.

The people you love, the causes you care about, the family you're leaving behind, they all deserve a clear plan. Not a probate battle. Just like Dolly said.

09/01/2026

"It isn't as complicated as I thought it was." 💡

Trusts have a reputation for being confusing — full of legal terms that feel like they're for someone else, not you. Our client, Julie, felt exactly that way, until Greg walked her through it step by step: what a trust actually is, how it works, and what it means for her daughters after she's gone.

No jargon left unexplained. No step skipped. Just clear answers until it made sense.

That's the difference a good explanation makes — turning "foreign words" into a plan you feel confident about.

Have questions about trusts or how they'd fit your family? 🔗 Link in bio to download our Guide to Estate Planning in Ohio.

08/31/2026

Protect your family (and you wealth) from the time-consuming and costly probate court process with a Trust!

You don't want to leave your family with ANXIETY after you pass away.

A sound estate plan can help ensure your assets go to the people you chose.

08/29/2026

After losing a parent, your first task is often overlooked: secure the home. 🔑
Change or rekey the locks to control access. Walk every room documenting the condition with photos and video. Then call the homeowner's insurer—vacant properties can trigger a coverage lapse after just 30–60 days.

Protect the estate before it's at risk. Watch the full guide via the link in our bio.

08/28/2026

🚨 Outsmart Spammers 🚨

Scammers are good at what they do — good enough to make an email look like it came straight from your bank or credit card company.

Here's a simple rule that can save you a lot of trouble: never click a "log in here" link in an email. Instead, go directly to the website yourself, or call the number on the back of your card.

A few extra seconds of caution beats a headache down the road. 🔒

08/27/2026

Your IRA could cost your kids $100K+ in taxes 👀

Most families never hear this, but a traditional IRA is often one of the least efficient assets to pass on to heirs — and one of the best assets to leave to charity.

Under current law, most non-spouse beneficiaries have just 10 years to fully withdraw an inherited IRA. If your children are in their peak earning years when that happens, those distributions pile on top of their income and a significant portion gets lost to taxes.

Charities pay zero income tax on IRA distributions. So the strategy isn't about generosity at the expense of your family — it's about routing each dollar where it keeps the most of its value. You could leave your stepped-up brokerage accounts and Roth assets to your heirs, and consider naming a charity as your IRA beneficiary instead.

This is what intentional estate planning actually looks like.

08/26/2026

Is your family actually protected before your student leaves for college? 🎓

Move-in day prep usually means shopping for dorm essentials. But there are 4 financial and legal items that often get completely overlooked, and at least one of them could leave you locked out in a genuine emergency.

Watch the full video for all four moves to make before move-in day.

08/25/2026

Integrated plans are the best kind of plans!

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