Financial Planning Archives - DuPont Estate Law

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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June 3, 2025

CONVERTING COLD CALLS INTO NEW CLIENTS

Even business owners who are experienced in sales may shiver when they hear the words “cold calling.” While contacting potential customers you have never met...
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June 2, 2025

HOW TO LEAVE YOUR RETIREMENT ACCOUNT TO YOUR MINOR CHILD

Your retirement account may be one of the most valuable things you own. Many people choose to name their children as the beneficiaries of these...
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June 2, 2025

PROS AND CONS OF A FAMILY LIMITED PARTNERSHIP

Owning your own business or investment portfolio can be incredibly rewarding. But if you don't protect it, all your hard work could be for nothing....
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June 2, 2025

3 WAYS TO PROTECT YOUR FAMILY DURING JOB LOSS

If you've recently lost your job, you're not alone! Many small businesses haven't been able to survive the skyrocketing inflation. Also, large companies have started...
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June 2, 2025

Estate Planning for Ohio Lottery Winners

Updated on October 20, 2026 Estate planning for lottery winners means taking deliberate, professionally guided steps like securing the ticket, limiting publicity, pausing major purchases,...
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June 2, 2025

HOW MUCH CAN YOU GIFT A FAMILY MEMBER IN 2026

Updated: April 14, 2026 It is better to give than to receive. However, giving a gift above a certain monetary threshold can trigger significant tax...
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