Join us for an insightful discussion with attorney Amy Fennelli as she shares her expertise on estate planning, probate, and the intersection of law and real estate. In this episode, Amy reveals the common misconceptions clients have, the importance of a holistic approach to planning, and how to navigate the complexities of trust administration.
Discover why teamwork between professionals is crucial for achieving the best outcomes for clients, and learn valuable tips for avoiding conflicts during the probate process. Amy also shares memorable case studies highlighting the successful collaboration between Fennelly Law Group and Aragoni and Advisors.
Whether you’re a homeowner, investor, or simply looking to plan for your future, this podcast is packed with essential information and expert advice. Don’t miss out!
Topics covered:
Estate Planning
Probate
Trust Administration
Asset Protection
Real Estate Law
Tax Planning
Connect with Amy Fennelli and Fennelli Law Group:
Website: Fenelli.com
Phone: 949.699.0000
Connect with Aragone & Associates :
Website: AragoneAssociates.com
Phone/Text: 949.415.4784
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