Estate Planning Archives - DuPont Estate Law

October 7, 2026

Does a Power of Attorney Cover Social Security Benefits?

Your Financial Power of Attorney Might Have a Gap, Right When Social Security Arrives Most families with a signed, current power of attorney assume their...
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September 22, 2026

Common Mistakes People Make When Naming Beneficiaries

Beneficiary designations may seem like a small part of your estate plan, but they could control who receives important assets after your death. Retirement accounts,...
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August 19, 2026

How One Couple Protected Nearly $3 Million From Long-Term Care Costs

Long-term care expenses are one of the most underestimated threats to retirement security. For Jim and Laura (names anonymized) —a retired couple with a net...
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August 19, 2026

How One Couple’s $1,000 Estate Plan Became a $20,000+ Lifetime Financial Strategy

Mark and Linda D. (names anonymized) didn't think they needed much. When they first came to us many years ago, they just wanted basic estate...
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August 19, 2026

Estate Tax vs. Income Tax on an Inheritance

When wealth passes at death, two separate federal taxes may apply: an estate tax assessed on large estates before assets reach heirs, and an income...
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July 30, 2026

Estate Planning for Blended Families

Blended families pose some specific challenges when it comes to estate planning. You can protect your spouse while also passing wealth to your children, but...
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June 25, 2026

Medicaid and Paying for Long-Term Care in Ohio

If you are planning for the years ahead, one question keeps many Central Ohio families awake at night: how will we pay for long-term care?...
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June 9, 2026

Revocable vs. Irrevocable Trusts for Ohio Medicaid Planning

A revocable trust can help your family avoid probate. It cannot protect your assets from Medicaid. That distinction matters more than many Ohioians realize. If...
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June 9, 2026

Ohio Medicaid Asset Protection Trust: How a MAPT Works

If you are worried about the cost of long-term care, you are not alone. Many Ohio families want to protect a home, savings, or other...
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June 9, 2026

Ohio Medicaid Look-Back Period: How the 60-Month Rule Works

If you are beginning to plan for long-term care in Ohio, you are likely concerned about how the high costs of a nursing home might...
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