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…
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…
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,…
Patricia De Fonte and Rebecca Larson discuss real estate mistakes and how to avoid them.
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.
How to support a client or friend facing divorce. Why estate planning and financial advisory are preliminary steps, not afterthoughts post-divorce.
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…
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…
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…
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…