Estate planning attorney Sonny Beltrami was recently featured on Cornerstone Unplugged, a podcast hosted by Cornerstone Advisors Asset Management that features conversations with local business leaders aimed at helping mutual clients improve their financial acumen. In the podcast, Sonny recounts his journey to becoming an estate planning attorney and explains how he regularly expands his […]

If you’re looking to create an estate plan, you may have considered going to an online service and doing it yourself. Speaking with an attorney may seem like overkill, especially if you feel your situation is simple. In many cases, an individual’s first encounter with an attorney is to discuss their estate plan, which can […]

Fitzpatrick Lentz & Bubba, P.C. has again been selected as one of The Morning Call’s “Top Workplaces”. This was the eighth consecutive year the Firm earned a place on the list. In the article published on June 24, the Firm ranked eighth overall in the “Small Employers” category, and the highest-ranking law firm overall. “Following a difficult year, […]

Fitzpatrick Lentz & Bubba, P.C. is pleased to announce that six attorneys have been selected for inclusion in the 2021 Pennsylvania Super Lawyers list. In addition, three attorneys were named to the Pennsylvania Super Lawyers – Rising Stars Edition. Historically, less than 5% of the lawyers in the state are selected for the coveted distinction of Pennsylvania Super Lawyers. […]

Less than 100 days into President Biden’s presidential term, he has proposed a sweeping tax and spending policy. While this plan has yet to be debated or passed, it does give a good indication of what impact the plan may have on U.S. businesses and individuals. Corporate & Personal Tax Rates As a reminder, under […]

“Due on Sale” clauses found in many mortgages generally allow a lender to demand payment in full of a loan, upon the transfer of an interest in the mortgaged property. The Garn St. Germain Act (12 U.S.C. Section 1701j-3) provides that regardless of the agreement between a borrower and lender, a lender may not enforce […]

Fitzpatrick Lentz & Bubba, P.C. (FLB) is pleased to announce that attorneys Anthony (“Sonny”) P. Beltrami and Justin K. Abodalo have joined the Firm as Associates. Their hiring is part of an ongoing long-term strategic growth and expansion plan, aimed at strengthening the Firm’s core business areas. “While 2020 has been a challenging year, we’ve […]

Fitzpatrick Lentz & Bubba, P.C. is pleased to announce that Peter E. Iorio has been named a Shareholder of the Firm. Mr. Iorio is a member of the Firm’s Estate Planning & Administration group. His practice focuses on estate planning, administration of estates and trusts, taxation, beneficiary representation and business succession planning. Mr. Iorio has extensive experience […]

In the estate planning world, people often wonder whether their assets should be held in a Trust.  The answer, as is often the case with legal matters, is “it depends.”  Trusts are a valuable tool for any estate planner.  In the right circumstances, establishing a Trust provides significant benefits for an individual and her family. […]

We hope you are staying well. While our physical offices are currently closed due to Governor Wolf’s order, our Estate Planning attorneys are working remotely to make updates to our clients’ estate plans and are available via phone and email. Pennsylvania law does not require many estate planning documents to be formally executed, so we […]