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Estate Planning with Heart
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Author Archives: Drew Zenthree

Expansive CEO with Patricia De Fonte

Expansive CEO: How Can My Estate Plan Cover Matters Close to My Heart? With Patricia De Fonte

Panels and PodcastsBy Drew ZenthreeSeptember 25, 2024

It’s uncomfortable to think about what would happen if you pass away or become unconscious. But if that happens and you don’t have an estate plan, your loved ones would suddenly have to handle your estate and business–while also dealing with major grief. A probate judge would grant decision-making to people you may not trust…

Probate Realtor Show - Patricia De Fonte

The Probate Realtor Show EP62 – All About Vesting ft. Patricia De Fonte

Panels and PodcastsBy Drew ZenthreeSeptember 25, 2024

In this episode, the discussion dives deep into the complexities of vesting in real estate, explaining how property ownership is legally recognized and the implications it carries, especially in terms of estate planning. The episode covers various forms of vesting such as tenancy in common, joint tenancy, and community property, highlighting the significant impact each…

The Emotional Labor Podcast - Patricia De Fonte

The Emotional Labor Podcast – Patricia De Fonte

Panels and PodcastsBy Drew ZenthreeSeptember 25, 2024

It is not often that I meet someone, living a very full personal and professional life, and who has figured out how to spread around the weight of emotional labor. But after speaking with my guest, Patricia De Fonte, I walked away from that conversation thinking that, wow, here’s a role model for delegating, dialoguing,…

Real Estate Mistakes – How to Avoid Them

Panels and PodcastsBy Drew ZenthreeNovember 3, 2023

Patricia De Fonte and Rebecca Larson discuss real estate mistakes and how to avoid them.  

Estate Planning in California: Navigating Community Property and Inherited Real Estate Tax

Panels and PodcastsBy Drew ZenthreeNovember 3, 2023

California distinguishes itself in estate planning by not imposing its estate tax or inheritance tax. However, this does not mean a straightforward journey. This podcast addresses critical considerations for estate planning in California, emphasizing the impact of community property laws and the intricacies of taxation related to inherited real estate.  

Attorney Action Club – Patricia De Fonte and Mary Ballin Estate Planning and the Divorcing Client

Panels and PodcastsBy Drew ZenthreeAugust 4, 2023

How to support a client or friend facing divorce. Why estate planning and financial advisory are preliminary steps, not afterthoughts post-divorce.  

Pillar6 Podcast: Estate Planning Myths, Traps, and Opportunities With Patricia De Fonte

Panels and PodcastsBy Drew ZenthreeJune 2, 2023

In the latest episode of the Pillar6 Podcast, host Roman Polnar discusses estate planning with Patricia De Fonte, the Founder and Owner of De Fonte Law PC. The conversation revolves around the essential elements of estate planning, including the careful consideration of your personal needs, your assets, and your dependents. The episode stresses the importance…

Financial Finesse Podcast: Estate Planning with Heart with Patricia De Fonte

Panels and PodcastsBy Drew ZenthreeMay 18, 2023

In a recent interview, Cathy hosts Patricia De Fonte, founder of De Fonte Law, known for her heartful approach to estate planning. They delve into key aspects of estate planning, including its necessity for everyone, its scope beyond just a will, and the crucial role of an attorney who aligns with the client’s values. Patricia…

Legacy Leader’s Podcast: Bringing Family Harmony to Estate Planning with Patricia De Fonte

Panels and PodcastsBy Drew ZenthreeMay 3, 2023

Esteemed estate planning attorney and founder of De Fonte Law PC, Patricia De Fonte, features in the latest episode of Your Life. Your Legacy. Known for her unique approach that centers family harmony and personal values, Patricia has been recognized with multiple accolades. In this episode, she emphasizes that estate planning is not merely a…

Humble and Hungry Podcast: Estate Planning 101 with Patricia De Fonte

Panels and PodcastsBy Drew ZenthreeNovember 3, 2022

I was thrilled to join the show as a guest and provide insights on the essential topics in estate planning. During the engaging conversation, we explored key questions like the differences between a will and a trust, what you should expect to pay, the availability of free resources, and effective strategies for safeguarding your wealth…

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