Tips: – Do not look at a client’s questionnaire until you have established rapport and trust. – Take notes on […]
Author Archives: Patricia De Fonte
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, […]
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 […]
Is your revocable trust a ticking time bomb?
Will Your Pre-2011 Trust Create expensive problems for your surviving spouse and children? A revocable trust written before 2011 might […]
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 […]