Effective: November 1, 2026
Important. The Probate Tax Trap™ Scorecard, the book, and any related content are educational tools only. They are not legal, tax, financial, or investment advice. Reading the book or completing the Scorecard does not create an attorney-client or advisory relationship.
DuPont Law Group is an Ohio professional law firm licensed to practice law in the State of Ohio. Information on this site, in the book, in the Scorecard, or in any email, video, or follow up communication is provided for general educational purposes and is not a substitute for individual legal advice. Estate planning law, probate procedure, tax law, and creditor protection rules vary by state and by your specific facts.
Use of this site or any of our content does not create an attorney-client relationship. An attorney-client relationship is formed only when you and the firm sign a written engagement agreement and the firm has performed a conflicts check.
Advocate Wealth Solutions is a Registered Investment Adviser. Information on this site is general in nature and is not personalized investment advice, a recommendation to buy, sell, or hold any security, or a solicitation in any jurisdiction where such offer or solicitation is unlawful.
Investment advisory services are offered only to clients who have signed a separate advisory agreement after a suitability analysis has been completed. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal.
Nothing on this site constitutes tax or accounting advice. Tax laws change frequently and apply differently to each taxpayer. Always consult a qualified CPA or tax advisor regarding your specific tax situation before acting on any information presented here.
Your Family Loss Number™, your category placement (Protected or Unprotected), and your Protection Gap Report are estimates based on:
These figures are not predictions, projections, or guarantees. Actual probate cost, tax exposure, and creditor risk depend on your state, your asset titling, beneficiary designations, family structure, business interests, and many other factors. A Discovery Session or formal engagement is required for personalized analysis.
Stories, examples, and case studies in the book or on the site illustrate concepts. They may be composites or have been altered to protect client confidentiality. Individual results depend on individual circumstances and are not typical or guaranteed.
All content is provided "as is" without warranty of any kind. We make no representations about the accuracy, completeness, reliability, or timeliness of the content. We are not responsible for errors or omissions or for any decisions you make based on the content.
DuPont Law Group is licensed to practice law in Ohio. Information on this site is intended for residents of states where the firm is licensed and may not be applicable in other jurisdictions. If you reside outside Ohio, please consult a qualified estate planning attorney licensed in your state.
Before acting on any information from the Scorecard, the book, or our communications, you should consult a qualified attorney, CPA, and financial advisor licensed to advise on your specific circumstances. Estate planning is too important to rely on general educational content alone.
Questions about this Disclaimer? Reach us at [email protected].