Will Your Pre-2011 Trust Create expensive problems for your surviving spouse and children? A revocable trust written before 2011 might […]
Author Archives: Patricia De Fonte
Estate Planning Decisions Come From The Heart
I was recently asked to “submit my elevator pitch” in writing for a networking group. This is what I usually […]
Families Belong Together
The core of my business is working with parents to protect their children. Some of my clients are wealthy and […]
Don’t Unintentionally Disinherit Your Child
Leaving Your Assets to a Trusted Adult to Care for Your Child is a Mistake I recently met with a […]
How to provide for loved ones who cannot or should not inherit from you
Loving people can mean taking good care of them, taking responsibility for them. In some estate-planning situations, the responsible thing […]