Law Offices of DuPont and Blumenstiel

Meet Meredith Smith, our Community Outreach Coordinator. She's been with the firm since 2018, and has come a long way from being our receptionist. Meredith's customer service background allows her to fully empathize with our clients, and make sure all their needs are met. Even when it's not law-related or finance-related, she loves to talk to and help our clients. Learn more about Meredith and the rest of our staff at dandblaw.com/our-team

Choosing your estate planning attorney is a very personal process. Estate planning can be uncomfortable to talk about, so it's important to have someone by your side that you feel comfortable with. Here are a few questions you should ask your lawyer to see if they're the right person for the job. 1. Why did they choose estate planning as their specialty? Make sure they are passionate about what they do. 2. What is their process? Understanding the process can help ease some uncertainties and fears. 3. What information do you need to give them? Not including accurate information in your estate plan can effectively make it unusable. 4. Who should I involve in my estate plan? You may want to incorporate the help of financial advisors, CPAs, etc. Read the full article here: https://ed.gr/ebu5m #estateplanning #estateplanningattorney #estateplanninglawyer

Woohoo! Shout out to our wonderful Attorney, Jennifer Short, and our Client Experience Officer, Julia DuPont! Our staff always make an effort to make sure clients understand every aspect of their estate plan. There are no surprises here. Thank you for your glowing review, Randy! #review #testimonial #customerservice

We’re halfway through the year and, if you’re like me, you’re looking around wondering where the time went. So much has been happening with inflation, interest rates, the upcoming election...and all this has been causing volatility in the markets. Have you lost sight of the forest for the trees? Keeping such a close eye on the day-to-day can make us forget about the long-term future. Are you still on track to reach your goals? That’s where I come in. I keep an eye on the current situation, but through the lens of years of experience and using the tools I have on hand to truly understand what is happening and how it can affect my clients. If you need help putting the news in perspective and ensuring that what is happening now won’t negatively affect your future, send a message and schedule a second look at your investments. I am happy to help. #secondopinion #investments #news #portfolio

Due to his personal beliefs, Bob Marley did not create a will before his death. This lead to decades of legal disputes and even fraud. His estate, now named House of Marley, is managed by four of his children. It has, however, been a long and arduous journey to return the estate to the family. https://lnkd.in/gdFKs4Cu #estateplanning #intestate #estatedispute #BobMarley

Julia DuPont is our Client Experience Officer here at the firm. She guides our clients through the entire estate planning process from the first meeting with the attorney, to the final signing of the documents. Julia loves meeting and learning from new people every day! Visit our website dandblaw.com/our-team to learn more about Julia, and other staff members that could be working on your estate planning documents!

If you've crafted a will and maybe advance directives and a trust, you might think your estate plan is over. However, you may want to think again. Many people forget to incorporate these important considerations into their estate plan: 1. Do you have backup decision makers? Who will be your trustee or executor if your first choice passes away before you, or is otherwise unable to fulfill their duties? 2. What will happen to your pets when you're gone? Who will take care of them? Are you leaving money for their care? 3. Have you named contingent beneficiaries? What will happen if you outlive your primary beneficiaries, or the beneficiary cannot be found? 4. What if the unthinkable happens, and your entire family gets wiped out in one fell swoop? Read the rest of the article here: https://ed.gr/ebu5s If you need an experienced estate planning attorney to review your documents, we are here to help. Call 614-389-9711 to make an appointment.

Happy 4th of July from our team to yours! We hope you have a fantastic day off and a relaxing weekend. #4thofjuly #holiday #weekend #dayoff

Jerry Lee Lewis passed away in October 2022, leaving behind a large legacy and a multimillion-dollar estate. Many are wondering what will become of his fortune. It's speculated that several or his children will be disinherited. In the years before his death, Lewis had a feud with his daughter Phoebe and her husband, Ezekiel Loftin. In 2017, Lewis sued Phoebe and Loftin for allegedly taking financial advantage of him, although the suit was later dismissed. We'll have to see how Lewis treats his other surviving children in his estate plan. Read the full article here: https://lnkd.in/gEEp6Af3 #jerryleelewis #estateplanning #probate #estate

Julia DuPont is our Client Experience Officer here at the firm. She guides our clients through the entire estate planning process from the first meeting with the attorney, to the final signing of the documents. Julia loves meeting and learning from new people every day! Visit our website dandblaw.com/our-team to learn more about Julia, and other staff members that could be working on your estate planning documents!