About ten years ago, I first met the Fenelli family as a result of attending a financial seminar and realizing I needed to update my Trust. Since then, I've had to experience the death of my husband and all that such a sad event entails. I'm so glad I did the necessary estate planning work beforehand, as the process which involved children from other marriages as well as insurance issues turned into a pretty complicated scenario. But the Fenellis helped me through. We met and spoke many times and ironed out the details that ultimately gave me the peace of mind and financial clarity that enabled me to make the necessary decisions.
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- Probate & Trust Administration
- Business Planning
- Gwat® Estate and Financial Planning
Sentiment Analysis
Solid legal advice
From the first phone call contact through the finalization of our documents we were beyond impressed with the professionalism, caring, thoroughness and thoughtfulness of the entire staff with which we had interactions.
We recently updated our trust and the recommendations were well received, ideas we hadn’t thought about.
The Fenelli firm have been working with us for 20 years.
Rick's book was also very informative and helpful in explaining the consequences of not having your living trust done properly.
He helped my family back in 1992 when my father passed away without a will and living trust.
Thank you to Rick and their office for having my best interest in mind at all times.
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