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Main - Estate Planning Fundamentals presented by Patricia De Fonte, Estate Planning Attorney

Creating a personalized estate plan is an act of self-care and an act of love for others. Estate planning is about who you love, who you trust and who is counting on you – no estate is too small!

Every adult needs a personalized plan. California’s default estate plan, which applies to you if you do not have personalized documents, may have harsh consequences for you, your minor children, and your loved ones. Decide now who will take care of you and your money if you cannot.  Provide your loved ones with instructions for health care and end of life decision. Make affirmative choices about who gets your assets, and if you have few assets learn how to create an estate using insurance.

Patricia will explain the documents that comprise an estate plan and how they work together to protect you, your children and your assets.

Patricia De Fonte is an Estate Planning Attorney and the principal attorney at De Fonte Law PC.

Connect with Patricia De Fonte

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