Ep. 89: California attorney provides estate planning with heart

Thriving Musician Podcast

Patricia De Fonte is an estate planning attorney and the founder of De Fonte Law PC, a boutique estate planning firm that works with clients over Zoom all over California. She started the firm to offer what she thinks of as estate planning with heart. She wanted to create a better experience for her clients to preserve family harmony, empower their heirs, and thoughtfully reflect their values. Her dedication to estate planning and her clients has led her to receive the honor of being selected to the 2021 San Francisco Super Lawyers list, and she recently won the 2021 BBB Torch Award for Ethics in the San Francisco Bay Area. When obtaining her LL.M. in Estate Planning, Probate and Trust Administration from Golden Gate University, the federal exclusion rate (the amount of money you can have before federal taxes apply) jumped to $23 Million. Not many people have anywhere close to that amount of money. Her professors quickly changed the conversation from TAX TAX TAX to help the client in every way possible – by reviewing their insurance, by making sure they have terrific financial advisors and CPA’s, and by helping them create plans that let their personalities and goals for their loved ones shine through. Golden Gate University has social justice as a core mission, and at her firm it is a core value. Estate planning is intellectually stimulating and emotionally satisfying. She loves what she does! When she is not working at the firm, you will most likely find her reading the New Yorker in her backyard under her lemon tree, on vacation, watching zombie shows, or spending time with family and friends. Clients and friends have told her that she’s naturally warm and relatable. She will treat you as one of her own until Cards Against Humanity comes out, then all bets are off. www.motifplanning.com/ep-89