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YOUR FINANCIAL ADVOCATE
25 JUNE
Empowering Your Wealth and Legacy Planning NEW BEGINNINGS AT DUPONT LAW GROUP
Lately, the winds of change have been swirling across the nation, and it’s no different here!
book encapsulates much of what we stand for at Dupont Law Group — strategies to safeguard your assets and ensure your financial well- being. It’s a culmination of years of experience and understanding, boiled down into accessible and actionable advice.
As I sit down to write this on April 1, it’s not only April Fools’ Day, but also the first day of a significant shift in my professional life as well. Today, we bid farewell to the Law Offices of Dupont & Blumenstiel, and I proudly introduce
As many of you know, I’m also on a personal and professional mission I like to call “March to a Million.” My goal is to positively impact a
the birth of Dupont Law Group. This change is more than just a rebranding — it’s a refocusing of our mission and goals, aimed at enhancing the services we provide in wealth management, estate planning, taxes, asset protection, and legacy planning. Change, as they say, is the only constant in life, and it rings particularly true for me right now. My former partner and I reached a mutual decision to part ways, with both of us taking our expertise in different directions. This decision was made with goodwill and best wishes for each other’s future endeavors. After all, sometimes, paths diverge for the betterment of everyone involved.
million families by helping them save billions of dollars from unnecessary risks and losses. It’s our commitment
at Dupont Law Group to make a significant difference in the lives of those we serve. Thank you to each and every one of you for being here with me on this journey. Your trust and partnership drive me forward, and I am grateful for the opportunity to continue serving you. As we step into this new chapter with Dupont Law
Group, I am more committed than ever to delivering peace of mind, financial stability, and reassurance to you and your families. Together, let’s ensure your financial future is as secure and prosperous as possible.
The transition has allowed me to fully immerse myself in what I am passionate about: Serving our law clients with even greater focus and dedication and advocating for their wealth while ensuring their legacy is protected and nurtured.
Here’s to new beginnings, lasting legacies, and a future where your peace of mind is our top priority!
Amid these changes, I am thrilled to announce the release of my new book, “The Retirement Tax Trap,” now available on Amazon. This
Wealth Solutions: AdvocateWealthSolutions.com | Law Office: DuPontEstateLaw.com | 1
HANNAH GILLESPIE RECEPTIONIST STAFF SPOTLIGHT:
WHAT IS YOUR ROLE AT DUPONT AND BLUMENSTIEL? I started working here in February of 2024 as a receptionist. My typical workday includes answering incoming phone calls and directing them to the right person, answering some emails, preparing deeds, helping our probate paralegal, Emily, with mailings, and acting as a witness for estate planning signings. My favorite part of my job is answering your calls because it is the first step in creating a good experience for our clients. In the future, I hope to become an attorney. I’ve taken the LSAT and am currently in the process of applying for law school!
WHAT IS SOMETHING MOST PEOPLE DON’T KNOW ABOUT YOU? Most people don’t know that I’m obsessed with reality TV and game shows. My favorites are “Big Brother,” “The Amazing Race,” and “Survivor.” I was even in a “Survivor” club at Ohio State! WHAT WOULD YOU SAY TO SOMEONE HESITANT ABOUT CREATING AN ESTATE PLAN? I would say to definitely do it. It saves your family and friends a lot of time and money in the long run. It can also give them a sense of security.
WE APPRECIATE YOU
WHAT HAVE WE BEEN TALKING ABOUT IN THE PODCAST?
We want to use this space to express our gratitude to the following members of the community who have recently
EPISODE 46: “ Navigating the Revolution: Politics, AI, and Finance” EPISODE 45: “ How to Build a Winning Team: Insights from Greg DuPont”
left us a review or have referred someone to our care. Thank you!
Tyler Thompson Tim Dubeansky Srini Edupulapati Bill Curry
Subscribe to our show on your favorite podcast platform:
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Essential Tips for Long-Term Investment Success The Key to Wealth
Nailing your investment strategy is key to securing your financial future, especially for leaving a lasting legacy. Here’s a look at five fundamentals of investment strategy aimed at fostering long-term estate growth. EMBRACE DIVERSIFICATION Think of diversification as not putting all your eggs in one basket. By spreading your investments across different assets, like real estate, stocks, and bonds, you reduce risk and increase the potential for returns. It’s about balance. While stocks might give you growth, bonds can offer stability when the market gets rocky. HARNESS THE POWER OF COMPOUND INTEREST. Compound interest is where your earnings generate their own earnings. For example, reinvesting dividends from stocks or interest
from bonds helps your wealth snowball over time, which is crucial for building up that estate. UTILIZE TAX STRATEGIES. Look for tax-advantaged accounts like IRAs and 401(k)s, where your money can grow tax-free or tax-deferred. Knowing how to manage your investments to minimize tax liabilities can significantly affect your estate’s long-term value. PLAN WITH A TIMELINE. The longer your investment outlook is, the more risk you might be able to afford to take, especially if you’re looking at growth- oriented investments like stocks or real estate. As you get closer to needing your funds, shifting toward more conservative investments can help protect what you’ve accumulated.
STAY INFORMED AND ADAPTIVE. The financial world isn’t static, and your investment strategies shouldn’t be either. Keeping an eye on market trends, economic indicators, and changes in tax laws can help you adjust your plan as needed. With a solid investment strategy tailored to your long-term goals, you’re not just saving money, you’re paving the way for future generations. Now, that’s a strategy worth investing in!
SUDOKU
SIMPLE SUMMER GARDEN PASTA
Inspired by TheKitchn.com
INGREDIENTS
4 cups cherry tomatoes, halved 4 cloves garlic, minced 1/2 cup extra virgin olive oil 1 tsp red pepper flakes (optional, to taste)
1 lb angel hair pasta
• • • •
• • •
1 cup fresh basil
2 cups freshly grated Parmesan cheese Cooked, chopped chicken for serving (optional)
•
1 tsp kosher salt
• •
1/2 tsp black pepper
DIRECTIONS
1. In a large bowl, combine tomatoes, garlic, olive oil, red pepper flakes, salt, and black pepper and toss until well coated. 2. Cover and let the mixture sit at room temperature while the pasta cooks. 3. Add pasta to a pot of boiling water and cook per package directions until al dente. 4. Drain the pasta, reserving 1/4 cup of the pasta water to add to the tomato mixture. 5. Coarsely chop the basil leaves. 6. Add the pasta, Parmesan cheese, and chopped basil to the tomato mixture and toss again until combined. 7. Serving suggestion: Add cooked, chopped chicken for more protein!
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YOUR FINANCIAL ADVOCATE A publication of Advocate Wealth Solutions, blending original and curated content, and is intended to educate the general public about investing, finance, estate planning, personal injury, and small-business issues. It is not intended to be legal or financial advice. Every situation is different. The information in this newsletter may be freely copied and distributed as long as the newsletter is copied in its entirety.
INSIDE
Dupont Law Group Rises From Dupont & Blumenstiel PAGE 1 Meet Hannah Gillespie Our Podcast Client Appreciation PAGE 2 Mastering Investment Strategies for Legacy Building Simple Summer Garden Pasta PAGE 3 Mãori Culture and More: Discover the Magic of New Zealand PAGE 4
Winter Down Under SAVORING THE OFF-SEASON JOYS OF NEW ZEALAND
in popular winter sports areas on the South Island, such as Queenstown and Wanaka.
to enjoy some of the many exotic birds of New Zealand, home to more avian species than any other country in the world. NATURE SHOWS Nearly half of the world’s whale species are in New Zealand’s vast marine territory. Giant sperm whales can be seen year- round, and humpback and southern right whales are visible from shore from May through September. If you’re a fan of nighttime lights, stargazing at such celebrated dark-sky sites as Great Barrier Island and Mackenzie Region on South Island will amaze you. And for a different kind of evening light, try touring New Zealand’s caves or grottos for a glimpse of exotic glow worms, a native insect that glows blue-green in the dark!
Few cultural celebrations capture a crowd’s attention faster than an explosive rendition of a Mãori war dance by a New Zealand sports team. The world’s growing fascination with Mãori culture is one reason travel to New Zealand is soaring, boosting annual tourism spending by nearly 15% last year. While it’s winter there now, the island nation still offers many off-season attractions for the savvy traveler — including the June 19–22 celebration of Matariki, the Mãori New Year. Here are a few others. SKIING AND SNOWBOARDING June through October is peak season on New Zealand’s world-class skiing and snowboarding hills. Book accommodations
Warm up après-ski with a pint of one of New Zealand’s famous craft beers. Hundreds of the nation’s diverse brews will be displayed at Beervana, a popular two-day festival on Aug. 22–23 in Wellington. EXPLORING COASTAL TRAILS Hiking through New Zealand’s stunning coastline and ancient forests — or tramping, as the locals call it — is a major attraction. Many of New Zealand’s Great Walks are on alpine or subalpine tracks and are impassable in winter. But the country’s most popular Great Walk, the Abel Tasman Coast Track, extends 37 miles one way across warmer terrain, past golden beaches and lush native vegetation. This trek offers ample opportunity
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