Estate Planning Fundamentals for Parents: Virtual

During this fun and informative workshop, parents will learn why they need a personalized estate plan to care for themselves and their children should the unfortunate happen. Minor children do not have the legal capacity to inherit. With a personalized trust, parents decide when their children receive their inheritance- at specific ages, for specific reasons, and with specified limitations.

Join us on Oct. 29 for a special workshop for Dad’s!
At De Fonte Law PC, we find that women are the primary drivers of estate planning. Let’s change that.
As a dad, you’re juggling a lot—work, family, and everything in between. But amidst all the busyness, have you thought about what would happen to your co-parent, spouse, partner, and your children if life took an unexpected turn? Estate planning may not always be top of mind, but it’s one of the most important things you can do to protect your family’s future.
Join us for this practical, no-nonsense workshop designed specifically for dads with minor children. We’ll walk you through the essential steps of estate planning, from choosing a guardian for your kids to making sure your family’s financial future is secure. You’ll leave with actionable advice to protect what matters most, giving you the peace of mind that your family will be taken care of—no matter what.

Throughout this workshop you will cover:

-How a customized guardianship nomination can provide potential guardians with a roadmap to your vision for your children’s future.
-Why everyone over the age of eighteen needs an advanced health care directive and durable power of attorney.
-How to control the circumstances in which your children receive their inheritance.
-The difference between a will and a trust.
-How to create an estate with life insurance.
-What happens when someone dies without an estate plan.

Please note:

-Children are always welcome. However, if your child will understand that we are discussing death then it is your call in whether to bring the child.
-Facilitators are professionals who may have their own private practice. They may use their discretion to determine whether an additional fee is needed when their expertise is solicited outside of class.