Description

Cathy interviews Patricia De Fonte, founder of De Fonte Law based in San Francisco. Patricia practices estate planning with heart and is focused on working with happy, proactive people who want to protect their heir’s privacy. 

In this episode, Cathy and Patricia discuss a variety of estate planning topics, including: 

• Why everyone needs an estate plan;
• Why an estate plan is more than a will;
• The importance of choosing an estate planning attorney you trust and how to find an attorney whose values are aligned with yours;
• Patricia’s estate planning process and how she works with her clients to create a personalized estate plan that reflects their values and preserves family harmony;
• Some of the common misconceptions many people have when it comes to hiring an estate planning attorney.

For more information and resources related to this episode, please visit the show notes. 

For more information and resources related to this episode, please visit the show notes.