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.
Patricia De Fonte and Rebecca Larson discuss real estate mistakes and how to avoid them.
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…
In this episode, Amie (host, The Spinster Podcast) confronts her own mortality as she talks to Patricia De Fonte about estate planning. But she soon learns that estate planning isn’t just for when you’re dead. Patricia breaks down everything you need to know for your own estate plan. Things like:
– What to look for in an estate lawyer
– How to decide who gets your stuff
– How insurance can help you answer the question “Who will take care of you when you’re old and infirm?”
– How to talk to the people in your life about estate planning
Don’t be Chaos! Start estate planning now!
Amy with The Spinster Life sits down with Patricia De Fonte to discuss the three cornerstone of estate planning:
– What about me?
– What about my stuff?
– And what about the people I’m leaving behind?
In this episode of The Spinster Podcast, hear some good examples of what will happen if you don’t have any estate planning documents in place. Learn why Patricia De Fonte recommends these two movies.