Happy New Year! Late December brought us new tax laws. From an estate planning perspective, the biggest issue is the […]
Author Archives: Patricia De Fonte - Estate Planning Attorney
Talk to Your Family over the Holidays About Your Estate Plan
Many of us labor a lifetime to build up our assets and fight for causes that matter to us. Few […]
Estate Planning Tips for Commitment Without Marriage
Advice columnist Ann Landers once observed that “love is friendship that has caught fire.” If that’s true, there are thousands […]
Do It Now: Name a Guardian for Your Minor Child(ren)
I know it’s hard. Thinking about someone else raising your children can stop you in your tracks. It feels crushing […]
Digital Afterlife: An Estate Plan for Your Facebook Account
Did you ever wonder what happens to your digital footprint when you pass away? Well you should, particularly if you […]
3 Reasons You Want to Avoid Probate
When you pass away, your family may need to visit a probate court in order to claim their inheritance. This […]
Planning Your Summer Vacation? 5 Things to Consider Now
In many states, winter has thawed and now flowers are budding. This can only mean one thing: summer vacation planning […]
Best Practices to Get Your Clients Talking
Tips: – Do not look at a client’s questionnaire until you have established rapport and trust. – Take notes on […]
Who Do You Love? Who Do You Trust?
I ask every client “Who do you love. Who do you trust?” Initially, no one knows how to respond to […]
Your Cheatin’ Heart – Needs an Estate Plan!
Lawyers owe clients a duty of confidentiality. This means that when I have a couple as an estate planning client, […]
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