Advocate Wealth Solutions - August 2025

WHAT IS THE MOST REWARDING PART OF YOUR JOB? The most rewarding part of my job is being able to help people plan for the future and make sure their families are taken care of. I love to make lifelong connections with clients, and touch base with them even about things going on in their lives that aren’t law or finance related. I also find the work environment here at DuPont Law Group very satisfying and productive. I love working with my coworkers. The team we have here is amazing when it comes to working together and being there for each other. WHAT WOULD YOU SAY TO SOMEONE HESITANT ABOUT CREATING AN ESTATE PLAN? The most important thing I could say is to just do it. You never know how short life can be, and you never know what might happen to you or a loved one. Don’t wait 20 or 30 years from now to start the estate planning process. Get it done now. You can always come back and make changes later to the documents you already have in place. MEREDITH SMITH ESTATE PLANNING PARALEGAL STAFF SPOTLIGHT:

HOW LONG HAVE YOU BEEN WORKING AT THE LAW FIRM, AND WHAT DO YOU DO HERE? I started working for Greg in 2018 and have spent time in nearly every role here at the firm. My typical workday consists of any number of things, from drafting estate planning documents to assisting in meetings and checking in with current and prospective clients. I also serve as Greg’s assistant to help with scheduling and emails.

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EPISODE 49: “ How to Build a Future-Proof Law Firm With Ali Katz” EPISODE 48: “ The Secret to Employee Retention and Payroll Savings With Reagan Allen” EPISODE 47: “ Unlocking the Retirement Tax Trap: Strategies for Preserving Wealth”

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