Years ago, in a meeting, a client said to me, “Good grief, Patricia. You must have a PhD in Paranoia.” Another client told me I was a “Little dark storm cloud.” Well, this is what happens when you don’t let clients get away with DIY solutions, sweeping problems under the rug, or sticking their…
Estate Planning Awareness Month, which at De Fonte Law PC is every month, is the perfect time to explore why estate planning is essential not only for you but also for the people in your life. Whether you wish to protect your assets and your family’s future or are a professional working closely with clients…
As an artist, performer or influences, your work encompasses a range of unique and valuable assets, each demanding special attention and expertise. Whether you are a photographer, musician, author, painter, or performer, the complexities of managing your creative works can be overwhelming. This blog aims to shed light on the importance of specialized estate planning…
If you own your own business, you are up to your ears in day-to-day operations, supporting your employees, communicating with your vendors and contractors, and, of course, doing your core work of providing services to your clients. If you are a doctor, lawyer, or therapist the way your clients count on you, your expertise, and…
As a doctor, your life is marked by dedication to your patients and the pursuit of medical excellence. However, amidst the demands of your profession, it is crucial to take a step back and consider your personal affairs, particularly your estate planning. Estate planning is not only about distributing your assets after your death; it…
When I think about estate planning and the LBGT+ community, I think of the 1980s. I think about statutes that gave parents automatic authority to make health care decisions for an unmarried adult child and the impact that had on men dying of AIDS and their partners. I think about the inability to marry and…
With tax time behind us, it presents a golden opportunity to ensure that your thoughtful estate plan is comprehensive and fully aligned with your financial landscape. In this blog, we explore how tax time can be the perfect moment to review, adapt, and fully fund your trust, creating a solid foundation for the chapters ahead.…
The goal of any good estate plan is to preserve family harmony. This means making decisions that will last the test of time, having a document flexible enough to allow a successor trustee and an adult beneficiary to make smart tax and asset protection choices, and taking personal relationships and personalities into consideration when assigning roles and naming beneficiaries.…
It’s women’s history month! Estate planning safeguards women – single women, married women, widowed women, divorced women, mothers, women who do not have children, trans women – ALL WOMEN. Rich women, poor women, all women! How Estate Planning Protects Women Incapacity Planning: Who would be in charge of your assets if you could…
Estate planning is not filling out a form, entering information into a database, and signing documents. Effective personalized estate planning must include lengthy and comprehensive conversations with a lawyer who dedicates their practice to estate planning. A good estate planning lawyer will help you spot all types of risks, from being underinsured to caring for…