The time is now: Especially during the pandemic when travel is limited and access to a loved one in a […]
Author Archives: Patricia De Fonte - Estate Planning Attorney
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 […]
Characteristics Of A Good Successor Trustee
Choosing the right successor trustee is critical. Clients often believe that a family member or friend who works in finance […]
Do Your Parents Have an Estate Plan?
If you find yourself in the “sandwich generation” (caring for your children and your parents simultaneously), you need to know […]
Special Considerations for Women in Insurance, Finance and Estate Planning
Sunday, March 8th is International Women’s Day, and in the US the month of March is “Women’s History Month”. I […]
Is Your Prenuptial Agreement Valid?
Cultivating meaningful professional relationships is important to me. The better my network of attorneys, finance and insurance professionals is the […]