Menu
Log in

Log in

Membership Meeting Recap - Wills, Revocable Trust and More

Friday, April 21, 2023 3:20 PM | Matt Cibrario (Administrator)
  • Nathan M Leonardelli (Insurance Agent & Financial Advisor) is a second-generation insurance agent and Financial Advisor of 24yrs and spoke briefly on the importance of Liability Coverage and why your tenants need to have renters insurance.
  • Attorney Richard E. Bollenbeck is a third-generation lawyer with 39 years of experience. Richard provided a detailed and very informational explanations on the benefits of Wills, Revocable Trust and other related documents as well as advise how you can avoid probate, avoid attorney fees and avoid taxes and keep your assets private.  
  • There was a lot of engagement from those who attended and several questions were asked about trusts and how it would benefit them. 
Powered by Wild Apricot Membership Software