Advocate Wealth Solutions - October 2025

HOW LONG HAVE YOU BEEN WORKING AT THE LAW FIRM, AND WHAT DO YOU DO HERE? I started working at DuPont Law Group in June of 2025. My typical workday begins with reviewing client files and preparing for meetings. I spend most of the day consulting with clients on their estate plan and working with business clients on tax planning strategies. My favorite part of my job is helping my clients feel empowered. Estate planning and retirement planning can feel overwhelming, but when my clients walk away with a clear plan, it gives them confidence knowing their future is taken care of. WHAT IS SOMETHING MOST PEOPLE DON’T KNOW ABOUT YOU? I really enjoy cooking. I like experimenting with and learning new recipes. It gives me a creative outlet. It’s actually a lot like estate planning: Both involve creativity, careful preparation, and delivering something that provides lasting satisfaction. REAGAN ALLEN ESTATE PLANNING ATTORNEY & FINANCIAL ADVISOR STAFF SPOTLIGHT:

WHAT WOULD YOU SAY TO SOMEONE WHO IS HESITANT ABOUT CREATING AN ESTATE PLAN? Estate planning isn’t just for the wealthy or the elderly. It’s for anyone who wants to prepare for their future and protect their legacy for their loved ones. The hardest part is just starting the conversation. But once you’ve done that, it’s definitely the most important thing you can do.

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EPISODE 53: “The Big Picture: From Practitioner to Legacy Builder” EPISODE 52: “The Private Insurance Strategy Every Business Owner Should Know With Craig Clemons” EPISODE 51: “From Brain Surgery to the Bar: Why Susan Chace Helps Clients Plan for the Unknown”

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