In 2008, Congress recognized the need for the public to understand the importance and benefits of estate planning by passing […]
Author Archives: Patricia De Fonte - Estate Planning Attorney
Back-to-School Preparations: Not Just About the School Supplies
Use This Time to Revisit the Parts of Your Estate Plan that Impact Your Children Most With all the considerations […]
Estate Plans for College Students and Other Young Adults
As the end of summer swiftly approaches, the parents of young adults experience a mixed bag of emotions. It can […]
Mid-July Deadline for Better Pricing on Long Term Care Insurance
I ask all of my clients to conduct a full insurance audit. Do they have adequate casualty insurance? Did they […]
Don’t Shy Away From Estate Planning – Estate Planning is for Everyone
The time is now: Especially during the pandemic when travel is limited and access to a loved one in a […]
Five Considerations When Selecting a Guardian for Your Children
There is no question that having children changes everything – and estate planning is no exception. If you and your […]
Common Misconceptions About Marital Trust Assets
Estate planning is complicated. California’s community property laws are complicated. It is easy to get confused because the rule is […]
How Do You Support Your Divorcing Clients?
Divorce is a hot topic lately. As couples emerged from quarantine in China in March, divorce rates spiked – and […]
Do It Now: Name a Guardian for Your Child(ren)
We know it’s hard. Thinking about someone else raising your children can stop you in your tracks. It feels crushing […]
What is the Difference Between Guardians and Trustees?
Should Your Child’s Guardian and Trustee Be the Same Person? If you have overheard any discussion about estate planning, you […]