provisors

Patricia De Fonte is the Founder and Owner of De Fonte Law PC, an estate planning firm based out of San Francisco, California. Through her relationship-based approach, Patricia works with clients to create highly personalized value-based estate plans tailored to protect and provide for their loved ones. She is an Estate Planning Attorney highly regarded within the ProVisors community.

In this episode…

What do you need to start estate planning? Which documents and professionals do you need to protect your estate and loved ones?

In estate planning, there are three key areas to consider — you, your assets, and your dependents. Have you considered who will care for you in case you become incapacitated? For your own peace of mind, it is crucial that your dependents are protected and well taken care of. Writing down a list of names is not enough. According to Patricia De Fonte, an Estate Planning Attorney, 33% of people who inherit assets lose them within three years. It is, therefore, critical to ensure the person entrusted with your assets can take good care of them to prevent losses and fights among your family and friends.

In this episode of the Pillar6 Podcast, Roman Polnar sits down with Patricia De Fonte, Founder and Owner of De Fonte Law PC, to share top tips and strategies for estate planning. Patricia explains what estate planning involves, the right time to start the process, and the value of working with financial advisors. Stay tuned.

Resources Mentioned in this episode

• Pillar6 Advisors
• Roman M. Polnar on LinkedIn
• De Fonte Law PC
• Patricia De Fonte on LinkedIn
• "Using Financial Tools To Make Better Financial Decisions With Eric Dunn" on the Pillar6 Podcast
• "Sports Legends and the Four Pillars of Success With Andrew Bernstein" on the Pillar6 Podcast
• "Preparing for a Successful M&A Transaction With Shawn Flynn" on the Pillar6 Podcast
• The Silicon Valley Podcast
• ProVisors
• Ian Burditt on LinkedIn
• Freedom Makers
• LegalZoom
• The Philosophy of Money (Routledge Classics) by Georg Simmel

Lisa L. Meredith is the Regional Director at ProVisors, an invitation-only community of over 6,600 experienced advisors that’s been around for more than 30 years. At ProVisors, Lisa’s role is to support connections, seek prospective candidates, and lead groups of experienced business owners and advisors by functioning as a resource and guide in leadership development.

Lisa is a creative problem solver who can drive revenue growth, consult on conflict resolution, improve organizational morale, and provide hands-on training in developing negotiation skills and cultivating strategic business partnerships. She is accomplished in the areas of management, marketing, team building, and communication.

In this episode…

One of the most common mistakes many women make in careers and leadership roles is to try to please everyone. A desire for approval can dictate your decisions and negatively impact your personal and professional life. It can even lead to choices you’ll later come to regret.

Lisa L. Meredith's advice to fellow women leaders, young and old, is to be brave and do everything with grace. She believes women can be bold without being aggressive and insists that women need to believe in themselves, be confident in their skills, and never compromise their values.

Lisa L. Meredith, a Regional Director at ProVisors, is Andrea Heuston's guest in this episode of the Lead Like A Woman Show. Together, they discuss what it takes to lead as a woman without compromising what you believe in. Lisa also shares what she learned from 2020, how she has found success in her career, and why women shouldn’t try to please everyone. Stay tuned!