In this episode, Amie confronts her own mortality as she talks to Patricia De Fonte about estate planning. But she soon learns that estate planning isn’t just for when you’re dead.
Patricia breaks down everything you need to know for your own estate plan. Things like:
What to look for in an estate lawyer
How to decide who gets your stuff
How insurance can help you answer the question “Who will take care of you when you’re old and infirm?”
How to talk to the people in your life about estate planning
Don’t be chaos! Start estate planning now. You can reach out to Amie or Patricia with any questions you may have. They may even make it into a future episode.
About Patricia
Patricia lived the Spinster life until she found herself at the altar at 37! She had no umbrella insurance, no disability insurance, no estate plan - was completely disorganized as a single person. She was born in San Francisco and currently lives there with her husband and their two children. Her pronouns are she/her and her hashtags are #estateplanning, #estateplanningwithheart, #loveanddeathandtaxes.
Patricia De Fonte, JD, LLM, is the founder of De Fonte Law PC, where she and her team practice Estate Planning with Heart™. De Fonte Law PC works remotely with clients throughout California. Patricia believes that her role as counselor and connector is as important as her role as an attorney, and she helps every client fully utilize their team of advisors, ensures each client completes a full insurance audit, and invites financial advisors to attend funding meetings.
Credentials: BA Communication & AA Italian Santa Clara University. JD Golden Gate University. LLM Golden Gate University. Torch Award for ethics BBB 2021. Superlawyer designation 2021 and 2022.
Patricia De Fonte speaks virtually and in person each month. She facilitates estate planning workshops through two non-profits in the Bay Area on Fundamentals of Estate Planning for Parents. She also hosts periodic panel discussions on pertinent financial topics to help educate the community and build a team of experts for each client.
Her Website: http://www.defontelaw.com/
Follow Her On Instagram: https://www.instagram.com/patriciadefonte
Facebook: https://www.facebook.com/pdefontelaw
LinkedIn: https://www.linkedin.com/in/defontelaw/
Take a workshop with Patricia: https://www.eventbrite.com/o/patricia-de-fonte-estate-planning-attorney-14519573501
Who Will Take Care Of You When You Get Old?: Estate Planning With Patricia De Fonte