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…
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!
Estate planning protects everyone. Often women find themselve caring for their parents. In this episode of The Spinster Podcast, Patricia De Fonte breaks down what conversations need to happen and what documents need to be in place to help you help them.
You don’t have to go it alone. Let us help you build a team of terrific advisors, including insurance and financial professionals, to help you ensure that your keep up to speed on the intricate details of protecting your assets, staying on top of taxes and having terrific insurance. Our network is your network.
Every person over 18 should provide authority and instructions in the event of incapacity. A failure to plan leads to chaos in the most stressful of times.
What if the two people who love you the most don’t agree? What if the hospital won’t talk to you and insists you appear in person before they will give you any information about your partner, spouse, parent or adult child?
Why creating almost everyone could benefit from Revocable Trust:
– Provides tax planning and asset protection planning ability for a surviving spouse.
– Creates a trust for minor children that provides for their care and allows their guardians to look to the trust to ensure the children have the best home environment and everything they need.
– Protects beneficiaries from the perils of inheritance – drugs, creeps, and grief.
In a unique episode of the HTFDI podcast, Ben engages in a solo exchange with Patricia De Fonte who discusses the intricacies of estate planning, offering advice on protecting assets and caring for surviving loved ones. She provides actionable insights on various topics such as the roles and responsibilities of an executor of a trust,…
Learn why DIY Online Estate Plans are dangerous for you and your family:
– No tax planning or asset protection planning ability for a surviving spouse.
– No instructions were provided on how to ensure the trust is properly funded.
– No malpractice insurance – if the client gets it wrong their beneficiaries will not win a lawsuit against any of these online form-generating companies.