The Tony Steuer Podcast with Patricia De Fonte: Estate Planning With Heart

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On the latest episode of The Tony Steuer Podcast, I spoke with Patricia De Fonte, Founder of De Fonte Law PC about why estate planning is a fundamental need for everyone.  

In this episode we discussed:

• How estate planning empowers your heirs.
• Why estate planning is a social justice issue.
• The importance of reviewing your estate plan every three years and when you have a major life event.

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. Patrica received the Torch award for ethics BBB 2021 and Superlawyer designation 2021 and 2022. 

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The Get Ready Money Podcast and its guests do not provide investment advice. All content is for educational purposes. Guest opinions do not necessarily reflect the opinions of The Get Ready Money Podcast and Tony Steuer.