We talk about what’s important to keep your family protected. The ones you love.
Form Generation Services Recently, we’ve had new clients showed us the trust that they had created with an online form generation service (think Legal Zoom, Rocket Lawyer, Suze Orman). They believed that they had taken care of each other and their children adequately because all the marketing led them to believe that estate planning is…
Estate Planning is for Lovers Advice columnist Ann Landers once observed that “love is friendship that has caught fire.” If that’s true, there are thousands of ways for that blaze to unfold. For many Americans, such devotion and passion do not need to be neatly formalized as marriage. Estate planning for married couples can seem…
De Fonte Law PC loves working with young clients to create personalized health care directives, durable powers of attorney, and simple wills for young adults. We will talk to them about the importance of insurance (umbrella, auto, and renters) and about financial literacy. Our heart-forward holistic approach means that we go beyond the four corners…
The LGBT+ community has demonstrated that estate planning is foundational. Giving authority to people you trust to care for you when you cannot care for yourself. Protecting your partner or spouse’s privacy upon your death. Providing for your children (especially when adoption was prohibited and the laws of intestacy did not apply). Providing for your…
Owning real estate in California is not a simple matter. In the Bay Area’s highly competitive and quickly appreciating market, homeowners often make mistakes. Have you done all you can to protect your home and family? Are you maximizing the benefits of real estate ownership, or are you putting what and who you love at…
Only a revocable trust avoids probate, protects privacy and promotes your values. In California, a will is public on death, provides no control from the grave, and no protection for the beneficiary – exposing your loved ones to creeps, creditors, and predators! Transferring your assets to an up-to-date revocable trust is the best way to…