Let’s take a minute and define both “will” and “trust”: Will. A will is a written document that is signed […]
Author Archives: Patricia De Fonte - Estate Planning Attorney
Estate Planning is a Social Justice Issue
There is a common misconception that estate plans are only for the ultra-rich – the top 1 percent, 10%, 20%, […]
Legal Considerations When Getting Your New College Student Ready to Go
So many children I love have graduated from high school this year. As they go off to college or traveling […]
Protecting Your Furry Family Members
Estate planning is more than filling out a form and then signing some papers. I talk to all of my […]
4 Tips for Every New Homeowner
Congratulations on the purchase of your new home. Whether this is your first home or an upgrade/downsize, the purchasing of […]
Do Your Parents Need an Estate Plan?
I got a call a few weeks ago from someone who I thought was a potential client. But his financial […]
Estate Planning: It’s not just filling out a form and signing docs
Who Do You Love? Who Do You Trust? I ask every client “Who do you love. Who you do trust.” […]
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 […]
Five Common Mistakes with “DIY” Estate Plans
In light of the current pandemic, many Americans are becoming aware of the importance of creating or updating their estate […]
New Tax Law Alert – Please Review Your Trust
Happy New Year! Late December brought us new tax laws. From an estate planning perspective, the biggest issue is the […]