Ep58 - Estate Planning 101 with Patrica De Fonte

We’ve heard the questions and we have the answers. Thank you all for submitting your Estate Planning Questions in response to our whole passcode drama conversation we’ve been having. We are excited to welcome onto the show, Patricia De Fonte of Estate Planning with Heart. We hit all the essential questions, will vs a trust, what should it cost, the free resources, how to protect you money and pass it on correctly, when you should begin the process and much much more. As I mentioned, this episode blew my mind about what we own and how it can be taken from you, passed on, or lost in the process. Don’t wait friends. NOW IS THE TIME!

Check out Patricia’s FREE WORKSHOPS twice a month to get the scoop on what you need to begin your estate planning journey.

CLICK HERE!

Enjoy the show!

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Learn More about Patricia De Fonte

Patricia De Fonte, JD, LLM, is the founder of De Fonte Law PC, where she and her team practice Estate Planning with Heart™. De Fonte Law PC works remotely with clients throughout California. Patricia believes that her role as counselor and connector is as important as her role as an attorney, and she helps every client fully utilize their team of advisors, ensure each client complete a full insurance audit, and invites financial advisors to attend funding meetings.

De Fonte Law PC works with happy proactive people to create highly personalized estate plans. De Fonte Law PC trusts are designed to provide a framework for success - each beneficiary is able to request funds to pay for financial advisors, tax professionals and attorneys so that they will effectively manage their inherited wealth when the time comes.

Patricia was born in San Francisco and currently lives there with her husband and their two children. Her pronouns are she/her and her hashtags are #estateplanning, #estateplanningwithheart, #loveanddeathandtaxes.

Credentials: BA Communication & AA Italian Santa Clara University. JD Golden Gate University. LLM Golden Gate University. Torch award for ethics BBB 2021. Superlawyer designation 2021 and 2022.

Publications and Speaking Engagements: Patricia is a published author, having contributed the chapter – Finding Security in Times of Strife: The Necessity of Estate Planning During Divorce, to Estate Planning Strategies: Collective Wisdom, Proven Techniques of WealthCounsel Attorneys.

Patricia De Fonte speaks virtually and in person each month. She facilitates estate planning workshops through two non-profits in the Bay Area on Fundamentals of Estate Planning for Parents. She also hosts periodic panel discussions on pertinent financial topics to help educate the community and build a team of experts for each client.

When Patricia is not working at the firm, you will most likely find her reading the New Yorker in the backyard under a lemon tree, on vacation, watching zombie shows, or spending time with family and friends. She will treat you as one of her own until Cards Against Humanity comes out, then all bets are off!