Estate planning is often thought of as something for the wealthy, or a task to complete at the end of life. Not true!
Estate planning is fundamental, and it is for everyone. We are committed to providing no cost education on estate planning fundamentals to the public, and we also provide in depth education for our professional community.
At this estate planning workshop, parents will learn why they need a personalized estate plan to care for themselves, and their children should the unfortunate happen.
Minor children do not have the legal capacity to inherit. With a personalized trust, parents decide when their children receive their inheritance – at specified ages, for specific reasons, and with specified limitations.
In this workshop, Patricia De Fonte will talk you through California’s default laws, explaining the risks facing unmarried couples when it comes to breakups and death, and explain the mechanisms available to you to protect yourselves, each other and your children from the unexpected and the inevitable.
Whether you are contemplating divorce, or have clients who look to you for guidance and support, this workshop will introduce you to trusted professionals who collaborate with De Fonte Law PC to ease the transition for better financial and emotional outcomes.
In this workshop, Patricia De Fonte will talk about the important role real estate plays in a family’s wealth and legacy, including how to take title, avoid probate, navigate Prop 19, and thoughtfully purchase property with a third party.
