Estate Planning Fundamentals for Parents Virtual Workshop

Estate Planning Fundamentals for Parents Virtual Workshop

Online Estate Planning Workshop for Californians: Opt out of California's Default Estate Plan!

By Patricia De Fonte - Estate Planning With Heart

Date and time

Tuesday, September 17 · 12 - 1pm PDT

Location

Online

About this event

  • 1 hour

Are you confident your estate plan protects your wealth and your loved ones? If you have not created your own plan, California has a default plan - it is costly and inefficient. You have the power to change that.

Join us for an exclusive Zoom workshop hosted by De Fonte Law PC. We will dispel common myths and address the critical mistakes that could jeopardize your family's future.

What You Will Learn:

  • The pitfalls of California's default estate plan and how to avoid them.
  • Essential components of a robust estate plan tailored to your needs.
  • How to choose the right attorney to ensure your plan is sound and comprehensive.
  • Strategies to promote family harmony and reflect your values in your estate plan.
  • Empowering your heirs to manage and grow their inheritance responsibly.

At De Fonte Law PC, we specialize in creating estate plans that are more than just a stack of technical documents. We help proactive, successful individuals like you design plans that promote family harmony, reflect your values, and empower and protect your heirs.

Why Attend?

  • Expert Insights: Learn from an experienced estate planning attorney from a firm that works with happy, protective people who want to ensure they and their loved ones are protected.
  • Interactive Q&A: Get your questions answered live and address your specific concerns.
  • Valuable Resources: Receive materials and checklists to guide your estate planning process.

Event Details:

  • Date: Tuesday, September 17th
  • Time: 12:00 pm
  • Platform: Zoom (link provided upon registration)
  • Cost: Free

Don't leave your family's future to chance. Register now to secure your spot and take the first step towards a secure, harmonious legacy.

De Fonte Law PC – Crafting estate plans that empower families to thrive.

Organized by

Estate planning with heart. Estate planning is about more than filling in forms and signing some documents. A personalized estate plan addresses your particularl family dynamics, your values around family and money, and it addresses your goals and concerns for your heirs. Patricia provides highly personalized estate planning for proactive happy people.