keep developing this cornerstone of our community and expanding on what we have built over the last several years of publishing this newsletter. If you know someone who you think would enjoy receiving the newsletter, please provide their name and mailing address below.
have found to motivate people to seek a second opinion or simply take action are as follows:
• Reaching age 59 1/2 or approaching the final years before retirement
Changing jobs or reaching retirement
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Having children
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• Recently completed divorce or dissolution
Sudden windfalls
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If you would prefer that we let them know that you thought they would be interested in receiving the newsletter, check here. REFERRALS Of course, we can have a more direct immediate impact on friends and family in times of need. The vision that lead to the creation of DuPont Wealth Solutions and the Law firm of DuPont and Blumenstiel was to be able to provide our clients with a convenient single point of contact for legal and financial needs. We have designed our service model to provide solutions for what we believe to be the most common needs of our clients. LEGAL REFERRALS If you have any legal needs, call us first. We have a network of attorneys that we partner with to serve our clients in those areas that are not currently an area of focus. As a reminder, here are the areas of law that we cover: • Estate Planning And Elder Law Solutions, Including Wills, Trusts, And Medicaid Planning
If you know someone who has recently experienced one of these events and may benefit from a conversation with us, let us know below and we will reach out. Lastly, here’s a quick reminder: As a member of the DuPont and Blumenstiel and DuPont Wealth Community, you and your family are always able to take advantage of our complimentary second opinion service for your investment accounts. Just give us a call and we will schedule a time to review things with you.
Thanks for your time. Please return this by mail, fax, or email at your earliest convenience, and be sure to put your name below so we can recognize your contribution.
Estate And Trust Administration
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• Automobile Accidents And Personal Injury
• Will And Trust Disputes, Including Will Contests FINANCIAL REFERRALS There are certain moments in life that provide the incentive to take another look at what is going on with our financial affairs and assess our financial future. We are here to help when those situations arise. Some examples of events we
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