Cornerstone Unplugged Podcast

Estate Planning Strategies With Anthony “Sonny” Beltrami


Listen Later

Anthony "Sonny" Beltrami is an Associate Attorney at Fitzpatrick, Lentz, and Bubba, a full-service law firm in Allentown, Pennsylvania. His focus is primarily on estate planning, administration of estates and trusts, taxation, fiduciary and beneficiary representation, and business succession planning. He graduated from Moravian University with a Bachelor of Business Administration and from the Drexel University Thomas R. Kline School of Law. 

This podcast has been prepared and published for general information and educational purposes only and should not be relied on for legal advice.  Legal advice cannot be given without full consideration of all relevant information relating to an individual's situation.

In this episode…

Discussing topics like death, incapacity, and life-altering events can be daunting. But what can you do to prepare your assets for the future?

Education is the key to your peace of mind and transforming your aversion to the process. Anthony “Sonny” Beltrami educates and empowers clients as they walk through estate planning. By providing the tools to understand important documents, Sonny guides clients to make informed decisions based on their current situations and also to be prepared if a change occurs. 

In this episode of Cornerstone Unplugged, Evan Cowen sits down with Anthony "Sonny" Beltrami, Associate Attorney at Fitzpatrick, Lentz, and Bubba, to discuss some common estate planning misconceptions. Sonny talks about the impact of mentorship on a green attorney, preparing for life changes through estate planning, and why client education is crucial for preparing for the future.

...more
View all episodesView all episodes
Download on the App Store

Cornerstone Unplugged PodcastBy Cornerstone Independent Asset Management

  • 5
  • 5
  • 5
  • 5
  • 5

5

6 ratings