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How an estate plan can protect your privacy and empower your heirs.
Estate planning is not simply a tool for the wealthy to avoid or delay taxation. The benefits of estate planning include privacy for you and your heirs, providing a roadmap and tools for success for your heirs, and the best plans promote your values and give you that ever-popular "control from the grave". Even if you think "I don't care about what happens to my stuff", you likely do care deeply about might happen to you should be become vulnerable due to brain injury or cognitive loss, and what would happen to the people and charities you love if you do not create a plan with them specifically in mind. Patricia De Fonte is the founder of De Fonte Law PC, where she and her team practice Estate Planning With Heart. Patricia's fresh perspective on creating trusts that support, educate and protect beneficiaries is at the center of her work with all of her firm's clients. Patricia has been an attorney for almost twenty years and has an LL.M. in Estate Planning, Probate and Trust Adminstration. She believes that estate planning is a social justice issue and that estate planning protects women.

Jan 12, 2022 04:00 PM in Pacific Time (US and Canada)

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