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 knowledge in the area. He discusses the importance of having mentors and what he’s learned from more senior FLB attorneys. Sonny then delves into the importance of clients of all ages and circumstances having an estate plan, best practices for clients looking to create or update their plan, and the benefits of more complex tax and estate planning for high-wealth clients.
To learn more and understand how Sonny and other FLB estate planning attorneys help their clients create the best possible future outcomes for themselves and their families, take a listen to this episode: