Having an updated estate plan is more important than ever. However, documents that are poorly created or not frequently updated […]
Author Archives: Patricia De Fonte - Estate Planning Attorney
Why You Should Not Let Your Clients DIY Their Estate Plan
I wrote a newsletter on the perils of do it yourself (DIY) estate planning. I have seen quite a few […]
Will Your Beneficiaries Be Among the 33% Who Will Lose Their Inheritance Within Three Years?
Many people who inherit wealth or small businesses are at significant risk for essentially squandering the wealth. An Ohio University […]
Planning With an Aim Towards Building Unity
A will or trust contest can wreak havoc on families. The conflict can result in possibly irreparable resentment and loss […]
Preparing for Coronavirus: The #1 Legal Document Every Adult Needs
As the coronavirus continues to disrupt daily life and leave Americans uncertain of the future, you don’t have to feel […]
What Does Baseball Have to Do With Estate Planning?
Personalization is the key to an effective estate plan. The best estate plan is one that reflects your goals and […]
5 Things to Consider Now
As we are home with our families, tensions can run high with the demands of work, family, and household. Every […]
Directive and HIPAA Waivers Critical During Health Crisis
Everyone today is afraid of COVID-19. What can you do to help your clients? You can send them a note […]
What Prop 19 Means for You and Your Clients
Financial Advisors: Real estate is often a substantial element of your client’s portfolio – one you are not managing or […]
Big Changes to Real Estate Inheritance Law in California
In California, estate planning revolves heavily around avoiding reassessment and planning for a step up in basis to avoid capital […]