The Red Wagon Estate Planning & Elder Law Show

Longtime listeners of this show know that we encourage education and early decision-making before a crisis forces your hand in matters of elder care and estate planning. Because this mindset also benefits people in other areas of life, Jeffrey Bellomo sits down with Ross Furner, founder of the Furner Realty Group. Ross knows that proactive planning in real estate can build wealth and create better outcomes for all buyers and sellers, and that this is especially true for seniors.  With the Furner Realty Group's "Tomorrow Simplified" approach, seniors can relax knowing they have a real estate plan that will prevent the need for rushed decisions in the future. Whether it's downsizing and timing a home sale or sourcing and coordinating fragmented services, this discussion highlights how preparation of a real estate plan and a team of cross-functional professionals can reduce stress, protect dignity, and preserve options as folks are thinking about the next phase of their lives.  Connect with Furner Realty Group at https://choosefurner.com/ or contact Ross directly with a call or text to (717) 617-4475.   WHAT YOU NEED TO KNOW (00:00) Introduction: Ross Furner of Furner Realty Group (02:15) Pennsylvania once and again (04:30) Real estate as a path to wealth and freedom (05:32) Helping everyone, especially underserved seniors (07:46) Proactive planning with "Tomorrow Simplified" (09:22) A one-stop shop for fragmented services (11:37) Is there a best time of year to sell a home? (13:38) Today's housing market and interest rates in context (16:17) Planning and preparing to sell your home (18:25) Work/life balance (19:54) Read the reviews for Furner Realty Group    ABOUT BELLOMO & ASSOCIATES Jeffrey R. Bellomo, the founder of Bellomo & Associates, is a licensed and certified elder law attorney with a master's degree in taxation and a certificate in estate planning. He explains complex legal and financial topics in easy-to-understand language. Bellomo & Associates is committed to providing education so that what happened to the Bellomo family doesn't happen to your family. We conduct free workshops on estate planning, crisis planning, Medicaid planning, special needs planning, probate administration, and trust administration. Visit our website (https://bellomoassociates.com/) to learn more.   LINKS AND RESOURCES MENTIONED Bellomo & Associates workshops:https://bellomoassociates.com/workshops/ Life Care Planning The Three Secrets of Estate Planning Nuts & Bolts of Medicaid For more information, call us at (717) 845-5390. Connect with Bellomo & Associates on Social Media Tune in Saturdays at 7:30 a.m. Eastern to WSBA radio: https://www.newstalkwsba.com/ X (formerlyTwitter):https://twitter.com/bellomoassoc YouTube: https://www.youtube.com/user/BellomoAssociates Facebook:https://www.facebook.com/bellomoassociates Instagram:https://www.instagram.com/bellomoassociates/ LinkedIn:https://www.linkedin.com/in/bellomoandassociates WAYS TO WORK WITH JEFFREY BELLOMO Contact Us:https://bellomoassociates.com/contact/ Practice areas:https://bellomoassociates.com/practice-areas/    

2/26/26 • 21:54

Jeff Bellomo welcomes Mark O'Reilly of Shamrock Strategies Professional Coaching for an interesting conversation about what professional coaching is and how it works. As a coach, Mark creates a safe, confidential space that helps his clients maximize their potential by seeing their situation with fresh eyes.   Mark, who is Jeff's professional coach, points to different situations or transitions that might prompt someone to reach for support, especially when they feel stuck, alone, or unsure how to proceed. These situations often include career promotions, the weight of leadership, impending retirement, or even changes at home.  Coaching isn't about advice or quick fixes. Breakthroughs come from gaining clarity and new perspectives that enable you to set goals and move forward with confidence and enthusiasm.   If you want to explore whether coaching would be a good fit for you, contact Mark O'Reilly to learn more about the process and his free, no-obligation consults. Visit www.shamrockstrategiesllc.com   WHAT YOU NEED TO KNOW (00:00) Episode introduction: Mark O'Reilly  (02:25) Transitioning from manager to professional coach  (04:52) The creation of Shamrock Strategies  (06:02) What is coaching and how does it work?   (07:09) Coaching vs. therapy, mentoring, and consulting  (13:57) People who want to become a better version of themselves  (17:13) Coaching for team members and leaders  (19:21) Providing a safe, confidential space  (21:37) Working with multiple members of the same organization  (23:23) Coaching is an investment in people   (24:54) The value of holistic coaching   (28:10) Shamrock Strategies and free, no-obligation consults     ABOUT BELLOMO & ASSOCIATES Jeffrey R. Bellomo, the founder of Bellomo & Associates, is a licensed and certified elder law attorney with a master's degree in taxation and a certificate in estate planning. He explains complex legal and financial topics in easy-to-understand language. Bellomo & Associates is committed to providing education so that what happened to the Bellomo family doesn't happen to your family. We conduct free workshops on estate planning, crisis planning, Medicaid planning, special needs planning, probate administration, and trust administration. Visit our website (https://bellomoassociates.com/) to learn more.   LINKS AND RESOURCES MENTIONED Bellomo & Associates workshops:https://bellomoassociates.com/workshops/ Life Care Planning The Three Secrets of Estate Planning Nuts & Bolts of Medicaid For more information, call us at (717) 845-5390. Connect with Bellomo & Associates on Social Media Tune in Saturdays at 7:30 a.m. Eastern to WSBA radio: https://www.newstalkwsba.com/ X (formerlyTwitter):https://twitter.com/bellomoassoc YouTube: https://www.youtube.com/user/BellomoAssociates Facebook:https://www.facebook.com/bellomoassociates Instagram:https://www.instagram.com/bellomoassociates/ LinkedIn:https://www.linkedin.com/in/bellomoandassociates WAYS TO WORK WITH JEFFREY BELLOMO Contact Us:https://bellomoassociates.com/contact/ Practice areas:https://bellomoassociates.com/practice-areas/    

2/12/26 • 29:19

Jeff Bellomo sits down with Lily Bertolet—a grad student and marketing assistant—to discuss how an unexpected opportunity as a 12-year-old grew into a front-row seat to mission-driven work at Bellomo & Associates. Along the way, Lily has learned about earning what you're given, the value of inspiration, and how initiative and opportunity can be used to create new opportunities.  The conversation leads to a behind-the-scenes look at the firm's marketing efforts, including all the work involved and how the team blends creativity with data, strategy, and problem-solving. Jeff and Lily provide several valuable takeaways for young people just starting as well as business owners and leaders, from knowing what you don't know to smart, intuitive hiring and relying on the good people around you.   WHAT YOU NEED TO KNOW  (00:00) Episode introduction: Lily Bertolet   (02:29) A community dance connection becomes opportunity  (04:56) The American Academy of Ballet and character building  (09:14) Balancing school, work, and big goals  (10:22) Growing into leadership and finding inspiration  (15:07) Using opportunity and initiative to create opportunity  (16:54) Mission-driven marketing takes a team effort and strong leadership  (21:44) Blending creativity with the mission of helping families  (24:47) Communication and organizational management plus lifelong learning    ABOUT BELLOMO & ASSOCIATES Jeffrey R. Bellomo, the founder of Bellomo & Associates, is a licensed and certified elder law attorney with a master's degree in taxation and a certificate in estate planning. He explains complex legal and financial topics in easy-to-understand language. Bellomo & Associates is committed to providing education so that what happened to the Bellomo family doesn't happen to your family. We conduct free workshops on estate planning, crisis planning, Medicaid planning, special needs planning, probate administration, and trust administration. Visit our website (https://bellomoassociates.com/) to learn more.   LINKS AND RESOURCES MENTIONED Bellomo & Associates workshops:https://bellomoassociates.com/workshops/ Life Care Planning The Three Secrets of Estate Planning Nuts & Bolts of Medicaid For more information, call us at (717) 845-5390. Connect with Bellomo & Associates on Social Media Tune in Saturdays at 7:30 a.m. Eastern to WSBA radio: https://www.newstalkwsba.com/ X (formerlyTwitter):https://twitter.com/bellomoassoc YouTube: https://www.youtube.com/user/BellomoAssociates Facebook:https://www.facebook.com/bellomoassociates Instagram:https://www.instagram.com/bellomoassociates/ LinkedIn:https://www.linkedin.com/in/bellomoandassociates WAYS TO WORK WITH JEFFREY BELLOMO Contact Us:https://bellomoassociates.com/contact/ Practice areas:https://bellomoassociates.com/practice-areas/        

1/29/26 • 28:25

It seems like a simple question, but aging can be complicated, especially when a loved one shows signs of dementia and/or physical decline. Can you provide the right support for your family member or friend, ensure their safety, and avoid costly or even dangerous missteps in their care? Can you manage the expectations and stress on you and others who likely do not have the time or expertise to provide suitable help?   Friend of the firm, Susan Wood, sits down with Jeffrey Bellomo to share her experience with the Life Care Planning Team at Bellomo & Associates. Together, they created and implemented a life care plan for Susan's neighbor and friend, whose dementia had progressed to the point that she could no longer safely remain in her home.   We learn how the people at Bellomo & Associates work in concert to find safe care options, preserve dignity, review facility contracts and financial agreements, advocate for proper medical care, and address the emotional strain that can come from moving out of your familiar, and often longtime, home.   Special shoutout to two members of our Life Care Planning Team, Meg Motter, LCSW, CDP, and Danielle Rhodes, MSW, LSW, CDP, who figure prominently in Susan's story.     WHAT YOU NEED TO KNOW (00:00) Podcast introduction: Susan Wood  (02:28) Susan's professional background and the referral to Bellomo & Associates  (04:09) Adding life care planning services to Bellomo & Associates  (06:55) Providing an assessment, creating a plan, and making it work  (08:00) Why life planning at an elder law firm makes sense  (10:09) Moving into an unfamiliar space is fraught with emotion  (12:26) From meds to milkshakes   (14:20) Improving work life for nurses and the quality of patient care  (17:56) Retention and turnover in nursing  (20:00) Stress in health care workers   (22:28) Lend a helping hand to aging adults     ABOUT BELLOMO & ASSOCIATES Jeffrey R. Bellomo, the founder of Bellomo & Associates, is a licensed and certified elder law attorney with a master's degree in taxation and a certificate in estate planning. He explains complex legal and financial topics in easy-to-understand language. Bellomo & Associates is committed to providing education so that what happened to the Bellomo family doesn't happen to your family. We conduct free workshops on estate planning, crisis planning, Medicaid planning, special needs planning, probate administration, and trust administration. Visit our website (https://bellomoassociates.com/) to learn more.   LINKS AND RESOURCES MENTIONED Bellomo & Associates workshops:https://bellomoassociates.com/workshops/ Life Care Planning The Three Secrets of Estate Planning Nuts & Bolts of Medicaid For more information, call us at (717) 845-5390. Connect with Bellomo & Associates on Social Media Tune in Saturdays at 7:30 a.m. Eastern to WSBA radio: https://www.newstalkwsba.com/ X (formerlyTwitter):https://twitter.com/bellomoassoc YouTube: https://www.youtube.com/user/BellomoAssociates Facebook:https://www.facebook.com/bellomoassociates Instagram:https://www.instagram.com/bellomoassociates/ LinkedIn:https://www.linkedin.com/in/bellomoandassociates WAYS TO WORK WITH JEFFREY BELLOMO Contact Us:https://bellomoassociates.com/contact/ Practice areas:https://bellomoassociates.com/practice-areas/    

1/15/26 • 24:32

Jeffrey Bellomo and his dad, Alan, continue their discussion of events and relationships that have shaped their lives. They also share heartfelt memories of Jeff's mom, her illness, and her sudden passing. Alan describes how thoughtful estate planning and funeral pre-planning enabled his wife to make choices that were important to her and spared the family from stressful decision-making while grieving her loss. As Jeff has said many times, he was motivated to build a relationship-driven practice that provides free education in estate planning and elder law so that others could avoid the challenges and difficulties that the Bellomo family faced in the wake of his mother's diagnosis. While the plaque in front of Jeff's office building serves as a tangible memorial to his mom, it's the mission of Bellomo & Associates that most substantially honors his mother every day.    WHAT YOU NEED TO KNOW (00:00) Welcome to Part 2 of Jeff's discussion with Alan Bellomo (01:30) Quick recap of Part 1   (02:38) The White House tour, "great" aunts, and European roundabouts   (06:44) How his mother's illness shaped Jeff's mission in estate planning and elder law  (09:09) All of life is about relationships  (10:25) The value of estate planning and funeral/burial pre-planning  (13:38) Was it hard or stressful to pre-plan?  (15:12) Honoring Jeff's mom  (16:37) A father's perspective and gratitude  (18:02) Teams, trust, and traveling     ABOUT BELLOMO & ASSOCIATES Jeffrey R. Bellomo, the founder of Bellomo & Associates, is a licensed and certified elder law attorney with a master's degree in taxation and a certificate in estate planning. He explains complex legal and financial topics in easy-to-understand language. Bellomo & Associates is committed to providing education so that what happened to the Bellomo family doesn't happen to your family. We conduct free workshops on estate planning, crisis planning, Medicaid planning, special needs planning, probate administration, and trust administration. Visit our website (https://bellomoassociates.com/) to learn more.   LINKS AND RESOURCES MENTIONED Bellomo & Associates workshops:https://bellomoassociates.com/workshops/ Life Care Planning The Three Secrets of Estate Planning Nuts & Bolts of Medicaid For more information, call us at (717) 845-5390. Connect with Bellomo & Associates on Social Media Tune in Saturdays at 7:30 a.m. Eastern to WSBA radio: https://www.newstalkwsba.com/ X (formerlyTwitter):https://twitter.com/bellomoassoc YouTube: https://www.youtube.com/user/BellomoAssociates Facebook:https://www.facebook.com/bellomoassociates Instagram:https://www.instagram.com/bellomoassociates/ LinkedIn:https://www.linkedin.com/in/bellomoandassociates WAYS TO WORK WITH JEFFREY BELLOMO Contact Us:https://bellomoassociates.com/contact/ Practice areas:https://bellomoassociates.com/practice-areas/      

1/1/26 • 24:23

Throughout the course of this podcast—the Red Wagon Elder Law and Estate Planning Show—we have featured various members of the team at Bellomo & Associates. Time and again, their discussions with our founder, Jeffrey Bellomo, show that his law firm is comprised of caring, dedicated, service-minded people. We now feature Jeff himself as he sits down with his dad for a candid conversation about the early environment, experiences, and choices that have shaped Jeff's values. Through his dad's stories, you'll learn how a driven and high-spirited young man forged a path marked by the courage to take risks, the humility to change course, and the discipline to pursue excellence. These same qualities are visible today at Bellomo & Associates, where Jeff and his team have built something truly special.  They say that culture starts at the top, that an organization takes on the values and behaviors of its leadership. Well, after learning more about Jeff's story, it's easy to see why Bellomo & Associates is a trusted and innovative law firm with the ability to expertly guide families through some of life's most important decisions.   WHAT YOU NEED TO KNOW (00:00) Episode introduction – Meet Jeff's dad (02:30) Learning empathy on the grounds of White Haven Center (04:53) An active, high-spirited youngster... and lots of ER visits (12:15) Challenge accepted: From high school marching band to wide receiver (16:40) Juniata College and the need for a revised plan (19:27) Study abroad, a White House internship, and the National Drug Intelligence Center (21:10) Law school, a big decision, and why you should always check your sources (24:32) Exploring Europe    ABOUT BELLOMO & ASSOCIATES Jeffrey R. Bellomo, the founder of Bellomo & Associates, is a licensed and certified elder law attorney with a master's degree in taxation and a certificate in estate planning. He explains complex legal and financial topics in easy-to-understand language. Bellomo & Associates is committed to providing education so that what happened to the Bellomo family doesn't happen to your family. We conduct free workshops on estate planning, crisis planning, Medicaid planning, special needs planning, probate administration, and trust administration. Visit our website (https://bellomoassociates.com/) to learn more.   LINKS AND RESOURCES MENTIONED Bellomo & Associates workshops:https://bellomoassociates.com/workshops/ Life Care Planning The Three Secrets of Estate Planning Nuts & Bolts of Medicaid For more information, call us at (717) 845-5390. Connect with Bellomo & Associates on Social Media Tune in Saturdays at 7:30 a.m. Eastern to WSBA radio: https://www.newstalkwsba.com/ X (formerlyTwitter):https://twitter.com/bellomoassoc YouTube: https://www.youtube.com/user/BellomoAssociates Facebook:https://www.facebook.com/bellomoassociates Instagram:https://www.instagram.com/bellomoassociates/ LinkedIn:https://www.linkedin.com/in/bellomoandassociates WAYS TO WORK WITH JEFFREY BELLOMO Contact Us:https://bellomoassociates.com/contact/ Practice areas:https://bellomoassociates.com/practice-areas/    

12/18/25 • 27:51

Everyone knows that with hearing loss, you can miss parts of conversations. But did you know that untreated hearing loss can cause faster cognitive decline, increased dementia risk, and brain atrophy?  Jeffrey Bellomo sits down with licensed hearing specialist Kathleen Scheydt of Hearing Life to discuss why early testing and treatment for hearing loss protect your ability to communicate with confidence and connect with your loved ones.  Kathleen describes modern hearing tests and how the results of speech testing reveal the importance of understanding what is being said. You'll also learn that many of us don't even realize that we're suffering from hearing loss because it can creep up slowly, often for years, before we realize there's a problem.  Hearing Life is committed to community programs that lower cost barriers for those struggling financially. The company also offers a culture and care model that blends small-office attention with nationwide support and big network advances in technology. To make an appointment at Hearing Life in York, visit https://www.hearinglife.com/ or call (717) 318-5732.   WHAT YOU NEED TO KNOW (00:00) Episode introduction (02:44) Meet licensed hearing specialist Kathleen Scheydt  (04:46) Becoming a competent, reliable source for hearing care (06:08) The role of a hearing specialist in Pennsylvania (07:55) The Hearing Life culture and technology (09:28) The Campaign for Better Hearing (11:34) Providing hearing aids for people in need and serving the community (13:55) Waiting to be tested can be harmful for brain health (17:05) What happens at a hearing test? (20:04) Picking the right hearing aid (22:11) Trusted providers protecting seniors (25:36) How to reach the Hearing Life office in York, PA    ABOUT BELLOMO & ASSOCIATES Jeffrey R. Bellomo, the founder of Bellomo & Associates, is a licensed and certified elder law attorney with a master's degree in taxation and a certificate in estate planning. He explains complex legal and financial topics in easy-to-understand language. Bellomo & Associates is committed to providing education so that what happened to the Bellomo family doesn't happen to your family. We conduct free workshops on estate planning, crisis planning, Medicaid planning, special needs planning, probate administration, and trust administration. Visit our website (https://bellomoassociates.com/) to learn more.   LINKS AND RESOURCES MENTIONED Bellomo & Associates workshops:https://bellomoassociates.com/workshops/ Life Care Planning The Three Secrets of Estate Planning Nuts & Bolts of Medicaid For more information, call us at (717) 845-5390. Connect with Bellomo & Associates on Social Media Tune in Saturdays at 7:30 a.m. Eastern to WSBA radio: https://www.newstalkwsba.com/ X (formerlyTwitter):https://twitter.com/bellomoassoc YouTube: https://www.youtube.com/user/BellomoAssociates Facebook:https://www.facebook.com/bellomoassociates Instagram:https://www.instagram.com/bellomoassociates/ LinkedIn:https://www.linkedin.com/in/bellomoandassociates WAYS TO WORK WITH JEFFREY BELLOMO Contact Us:https://bellomoassociates.com/contact/ Practice areas:https://bellomoassociates.com/practice-areas/    

12/4/25 • 26:46

When we think of social workers, we typically picture them in a hospital, nursing home, or emergency setting. But the Life Care Planning Team at the Elder Law Firm of Bellomo & Associates is different. The LCP team members provide expert guidance for clients and their families in a wide and adaptable range of areas—from home environment safety to quality-of-life aging and complex emotional support. Join Jeff as he talks with our Director of Life Care Planning, Meg Motter, LCSW, CDP, who explains the role of the LCP team members and the various ways they can partner with and assist our clients and their families. Meg also describes how our licensed LCP professionals work with our financial and legal teams to add a layer of strategic support and practical problem-solving that many other organizations simply cannot provide.    Additionally, Meg and Jeff announce the launch of our new Social Worker Live Hour that will be held every Tuesday at 7 p.m. starting December 2, 2025. This is a great opportunity for Red Wagon Club members to get their questions answered and learn about client care advocacy through an interactive forum.  So, we hope you'll join us for this valuable discussion about members of our "compassion in action" Life Care Planning Team who are ready to help you today or help you prepare for tomorrow. Learn more: Monthly Life Care Planning Workshop (York and Lancaster) Social Worker Live Hour with Meg Motter for Red Wagon Club members - Tuesdays at 7 p.m.  Call (717) 845-5390 to arrange a meeting   WHAT YOU NEED TO KNOW (00:00) Episode introduction (02:53) In a nutshell: Meg Motter and the Life Care Planning Team  (05:25) What is the role of a client care advocate?  (09:53) The relationship between families and a care advocate (13:53) The value of providing an array of strategic services    (15:16) LCSW, LSW, and Certified Dementia Practitioner explained (18:32) NEW! Weekly Social Work Q&A with Meg Motter (22:31) Providing emotional support and connecting with our clients and their families (25:09) How to learn more about life care planning with Bellomo & Associates    ABOUT BELLOMO & ASSOCIATES Jeffrey R. Bellomo, the founder of Bellomo & Associates, is a licensed and certified elder law attorney with a master's degree in taxation and a certificate in estate planning. He explains complex legal and financial topics in easy-to-understand language. Bellomo & Associates is committed to providing education so that what happened to the Bellomo family doesn't happen to your family. We conduct free workshops on estate planning, crisis planning, Medicaid planning, special needs planning, probate administration, and trust administration. Visit our website (https://bellomoassociates.com/) to learn more.   LINKS AND RESOURCES MENTIONED Bellomo & Associates workshops:https://bellomoassociates.com/workshops/ Life Care Planning The Three Secrets of Estate Planning Nuts & Bolts of Medicaid For more information, call us at (717) 845-5390. Connect with Bellomo & Associates on Social Media Tune in Saturdays at 7:30 a.m. Eastern to WSBA radio: https://www.newstalkwsba.com/ X (formerlyTwitter):https://twitter.com/bellomoassoc YouTube: https://www.youtube.com/user/BellomoAssociates Facebook:https://www.facebook.com/bellomoassociates Instagram:https://www.instagram.com/bellomoassociates/ LinkedIn:https://www.linkedin.com/in/bellomoandassociates WAYS TO WORK WITH JEFFREY BELLOMO Contact Us:https://bellomoassociates.com/contact/ Practice areas:https://bellomoassociates.com/practice-areas/    

11/20/25 • 27:54

Marketing for a mission-driven Estate Planning and Elder Law Firm isn't just messing around on Facebook. It means relying on front-line authenticity, building trust, fighting against misinformation, and working hard to help people understand the value of specialized knowledge and services. Jeff Bellomo and Roslyn Drotar-Cassidy, Director of Marketing at Bellomo & Associates, discuss why specialists matter and how to break through in today's marketing environment despite the challenges posed by other professionals who do not have the education, training, or experience to provide reliable guidance. Jeff and Roslyn also address misinformation—from misplaced trust to DIY estate planning kits and web-based "research." The misinformation circulating about Estate Planning and Elder Law poses a real threat to your assets and your family's financial future. Call (717) 845-5390 or visit https://bellomoassociates.com/workshops/ to reserve a seat at one or more of our free workshops. There is no cost and no obligation. (But we do have cookies!)   WHAT YOU NEED TO KNOW (00:00) Episode introduction (02:47) Estate planning and elder law marketing starts with earning trust (04:42) Success in today's marketing environment requires a great team (07:36) Authenticity, compassion, and why the front-line matters (11:26) Balancing meetings with team and social media engagement (12:31) Breaking through to help families find us (15:49) Lack of specialized estate planning and elder law firms creates opportunity for misinformation (16:52) Avoid financial planners with estate planning workshops  (17:54) Beware general purpose attorneys offering specialized services (21:52) Specialists vs. generalists (24:21) Google, AI, and DIY estate planning and elder law  (26:44) Our free, educational workshops cost nothing more than two hours of your time    ABOUT BELLOMO & ASSOCIATES Jeffrey R. Bellomo, the founder of Bellomo & Associates, is a licensed and certified elder law attorney with a master's degree in taxation and a certificate in estate planning. He explains complex legal and financial topics in easy-to-understand language. Bellomo & Associates is committed to providing education so that what happened to the Bellomo family doesn't happen to your family. We conduct free workshops on estate planning, crisis planning, Medicaid planning, special needs planning, probate administration, and trust administration. Visit our website (https://bellomoassociates.com/) to learn more.   LINKS AND RESOURCES MENTIONED Bellomo & Associates workshops:https://bellomoassociates.com/workshops/ Life Care Planning The Three Secrets of Estate Planning Nuts & Bolts of Medicaid For more information, call us at (717) 845-5390. Connect with Bellomo & Associates on Social Media Tune in Saturdays at 7:30 a.m. Eastern to WSBA radio: https://www.newstalkwsba.com/ X (formerlyTwitter):https://twitter.com/bellomoassoc YouTube: https://www.youtube.com/user/BellomoAssociates Facebook:https://www.facebook.com/bellomoassociates Instagram:https://www.instagram.com/bellomoassociates/ LinkedIn:https://www.linkedin.com/in/bellomoandassociates WAYS TO WORK WITH JEFFREY BELLOMO Contact Us:https://bellomoassociates.com/contact/ Practice areas:https://bellomoassociates.com/practice-areas/    

11/6/25 • 29:47

During the current session of the U.S. Supreme Court (SCOTUS), the justices may hear a case that could overturn Obergefell v. Hodges (2015), the landmark ruling that legalized same-sex marriage. If SCOTUS agrees to hear the case, it will re-surface the question of whether marriage equality should remain federally protected. Additionally, multiple states are engaged in a political strategy to fully challenge, or at least narrow, marriage equality in the United States. Understandably, these efforts pose serious concerns for same-sex couples and their allies.  Join Jeffrey Bellomo as he offers his thoughts on the likelihood that SCOTUS will hear the case (i.e., grant certiorari or grant cert), why a sweeping reversal of Obergefell v. Hodges (2015) is doubtful, what a narrow religious carve-out might look like, and how today's federal laws protect same-sex married couples. You'll also learn why it's important to "get your documents in order" to secure legal protections for your family, regardless of SCOTUS intervention. WHAT YOU NEED TO KNOW (00:00) Episode introduction: Marriage Equality    (02:00) Free educational workshops (03:02) Obergefell v. Hodges (2015), Loving v. Virginia (1967), and the Respect for Marriage Act (2022) (04:19) Proponents of marriage equality are concerned      (05:20) Will the U.S. Supreme Court grant certiorari (i.e., hear a new case)?  (08:37) Instead of a full reversal, a carve-out could create an exception based on religious liberty  (13:11) PA's inheritance tax rate differs greatly depending on whether a couple is legally married (14:30) Having financial, medical, and other documents in place can protect you and your family (18:36) Planning is essential for same-sex couples (24:30) Same-sex marriages are treated like any other legal marriage in our workshops      ABOUT BELLOMO & ASSOCIATES Jeffrey R. Bellomo, the founder of Bellomo & Associates, is a licensed and certified elder law attorney with a master's degree in taxation and a certificate in estate planning. He explains complex legal and financial topics in easy-to-understand language. Bellomo & Associates is committed to providing education so that what happened to the Bellomo family doesn't happen to your family. We conduct free workshops on estate planning, crisis planning, Medicaid planning, special needs planning, probate administration, and trust administration. Visit our website (https://bellomoassociates.com/) to learn more.   LINKS AND RESOURCES MENTIONED Bellomo & Associates workshops:https://bellomoassociates.com/workshops/ Life Care Planning The Three Secrets of Estate Planning Nuts & Bolts of Medicaid For more information, call us at (717) 845-5390. Connect with Bellomo & Associates on Social Media Tune in Saturdays at 7:30 a.m. Eastern to WSBA radio: https://www.newstalkwsba.com/ X (formerlyTwitter):https://twitter.com/bellomoassoc YouTube: https://www.youtube.com/user/BellomoAssociates Facebook:https://www.facebook.com/bellomoassociates Instagram:https://www.instagram.com/bellomoassociates/ LinkedIn:https://www.linkedin.com/in/bellomoandassociates WAYS TO WORK WITH JEFFREY BELLOMO Contact Us:https://bellomoassociates.com/contact/ Practice areas:https://bellomoassociates.com/practice-areas/    

10/23/25 • 26:51

Jeffrey Bellomo has made education the cornerstone of his firm, building programs that enable families and professionals to make smart decisions in estate planning and elder law. At the heart of this commitment are two powerful learning opportunities: professional boot camps and weekly workshops. Twice a year, Bellomo & Associates offers high-energy professional Elder Law Boot Camps. These are free, day-long events designed for Financial and Health Care professionals as well as those in related fields who can differentiate themselves with a better grasp of Estate Planning and Elder Law. Relationship Management Coordinator, Krista Warner, joins Jeff to share insider stories of how these events come together, why they keep selling out, and how their teaching model has been adopted by professionals across the country. Registration details and continuing education (*CE) credits are listed below.  For families and individuals, Bellomo & Associates offers free, educational WORKSHOPS in York and Lancaster. These weekly workshops cover estate planning in a pre-planning context, Medicaid crisis planning, life care planning, post-death administration, and special needs planning. We encourage everyone to attend so that when the time comes, you're able to make smart, informed decisions for yourself and your family. Learn more about our weekly workshops here.    Behind the Professional Boot Camp: Designing a Day that Delivers Professional Boot Camp: March 18, 2026  Where: Eden Resorts & Suites (Lancaster, PA) Time: Boot Camp 8:00am-3:30pm; Networking 3:30pm-5:00pm Register: Boot Camp Registration and Details *This Course has been accepted by the Certified Financial Planner Board of Standards, Inc., the Pennsylvania Insurance Department, and the State Board of Accountancy. *6 CE credits approved for: Financial- CFP, CPA, LIP, and Healthcare-Nursing Home Administrators, RN, CRNP, Social Workers. *CE credits not yet attained for Real Estate Agents or Funeral Home Directors. We will update if this changes. Price: Free!   Sponsorships available  Krista's e-mail: kwarner@bellomoassociates.com  Phone: (717) 845-5390   WHAT YOU NEED TO KNOW (00:00) Introduction of Krista Warner  (02:09) Bellomo's boot camps focus on education for professionals   (05:34) Behind the scenes: venue, food, logistics  (08:08) Sponsors make the boot camps possible  (10:52) Next boot camp: March 18, 2026, in Lancaster, PA (11:42) National adoption of Bellomo's boot camp model  (12:54) Attendees return for CE credits and the newest information  (14:56) Classic stories and training visuals  (18:58) How to register and/or sponsor our next event  (21:34) Continuing education credits for professionals   LINKS AND RESOURCES MENTIONED Bellomo & Associates workshops:https://bellomoassociates.com/workshops/ Life Care Planning The Three Secrets of Estate Planning Nuts & Bolts of Medicaid For more information, call us at (717) 845-5390. Connect with Bellomo & Associates on Social Media Tune in Saturdays at 7:30 a.m. Eastern to WSBA radio: https://www.newstalkwsba.com/ X (formerlyTwitter):https://twitter.com/bellomoassoc YouTube: https://www.youtube.com/user/BellomoAssociates Facebook:https://www.facebook.com/bellomoassociates Instagram:https://www.instagram.com/bellomoassociates/ LinkedIn:https://www.linkedin.com/in/bellomoandassociates WAYS TO WORK WITH JEFFREY BELLOMO Contact Us:https://bellomoassociates.com/contact/ Practice areas:https://bellomoassociates.com/practice-areas/    

10/9/25 • 23:19

What happens when a family faced with an extreme medical crisis approaches a traditional law firm with concerns about paying for their health care expenses or worried about keeping the family home? Instead of being met with compassion and clarity, the family typically experiences confusion, frustration, and high legal fees. That was the painful reality Jeffrey Bellomo's family faced when he was a young law student, and his mother became seriously ill. As a result, Jeff promised his mother that he would find a better way to work with families.   The evolution of Bellomo & Associates is based on a vision of a new kind of estate planning and elder care law firm—one dedicated to free education for people working in health care, finance, and the law, as well as members of the community. Jeff shares the story that shaped his firm. Along the way, he recounts the origin and growth of his professional, accredited boot camps and the workshops that build relationships through transparency and communication in multiple areas of estate planning and elder law.   Jeff founded Bellomo & Associates in 2009. He believed back then, and he is certain today, that relationships are the real currency of a lasting legal practice. Register for free educational opportunities at www.bellomoassociates.com.  Sponsors can learn more by calling (717) 845-5390.   WHAT YOU NEED TO KNOW (00:00) Episode introduction  (01:00) Over 100 professionals attended our recent free, accredited boot camp  (02:07) Bellomo family crisis reveals inadequacies in traditional law firm model  (04:57) Jeff makes a promise, then realizes he has become "one of them"  (07:14) Realizing a vision for free education and transparency  (09:38) Building a foundation by training lawyers in elder law and estate planning  (13:20) Evolving from informal information sharing to professional boot camps  (15:44) Combining health care, financial, and legal folks in boot camp generates great questions and conversation  (19:35) Educating thousands of people each year has exceeded Jeff's original vision   (21:12) Trained professionals spread the viewpoint that education is important  (23:26) Realizing the vision requires a talented, dedicated team  (26:29) Get details on our boot camps and family workshops at bellomoassociates.com or call (717) 845-5390  (27:40) Sponsorships are available for the next boot camp in March 2026     ABOUT BELLOMO & ASSOCIATES Jeffrey R. Bellomo, the founder of Bellomo & Associates, is a licensed and certified elder law attorney with a master's degree in taxation and a certificate in estate planning. He explains complex legal and financial topics in easy-to-understand language. Bellomo & Associates is committed to providing education so that what happened to the Bellomo family doesn't happen to your family. We conduct free workshops on estate planning, crisis planning, Medicaid planning, special needs planning, probate administration, and trust administration. Visit our website (https://bellomoassociates.com/) to learn more.   LINKS AND RESOURCES MENTIONED Bellomo & Associates workshops:https://bellomoassociates.com/workshops/ Life Care Planning The Three Secrets of Estate Planning Nuts & Bolts of Medicaid For more information, call us at (717) 845-5390. Connect with Bellomo & Associates on Social Media Tune in Saturdays at 7:30 a.m. Eastern to WSBA radio: https://www.newstalkwsba.com/ X (formerlyTwitter):https://twitter.com/bellomoassoc YouTube: https://www.youtube.com/user/BellomoAssociates Facebook:https://www.facebook.com/bellomoassociates Instagram:https://www.instagram.com/bellomoassociates/ LinkedIn:https://www.linkedin.com/in/bellomoandassociates WAYS TO WORK WITH JEFFREY BELLOMO Contact Us:https://bellomoassociates.com/contact/ Practice areas:https://bellomoassociates.com/practice-areas/          

9/25/25 • 29:06

Join Jeffrey Bellomo as he addresses several questions that have surfaced during his weekly calls with members of the Red Wagon Club. Jeff reviews an increase in estate and gift tax exemptions as part of recent federal legislation and clears up confusion about irrevocable trusts and the "step-up in basis." Additionally, he explains Pennsylvania's grantor trust rules. Jeff also takes time to express his immense gratitude for the clients and the talented individuals—past and present—who have made Bellomo & Associates the success that it is. He reflects on the honor of being voted "Best Lawyer" by the community and acknowledges the work of his dedicated team. He also shares a story from a recent event at The Residence at Fitz Farm, where a current client shared their experience with Bellomo's Life Care Planning team. Jeff could not have been more proud.     WHAT YOU NEED TO KNOW (00:00) Introduction to Q&A from Red Wagon Club members   (01:22) Expressing gratitude and giving credit to the Bellomo team   (04:24) What are the new estate and gift tax exemptions for 2026?   (08:00) Clarifying myths about irrevocable trusts and the step-up in basis   (11:40) How did you spend your summer vacation?  (14:15) Am I required to file a separate tax return for a grantor trust?   (16:18) Busting with pride over an unexpected client testimonial   (22:44) How Jeff's own family has benefitted from Life Care Planning   (25:40) When is the best time to attend Bellomo's free workshops?     ABOUT BELLOMO & ASSOCIATES Jeffrey R. Bellomo, the founder of Bellomo & Associates, is a licensed and certified elder law attorney with a master's degree in taxation and a certificate in estate planning. He explains complex legal and financial topics in easy-to-understand language. Bellomo & Associates is committed to providing education so that what happened to the Bellomo family doesn't happen to your family. We conduct free workshops on estate planning, crisis planning, Medicaid planning, special needs planning, probate administration, and trust administration. Visit our website (https://bellomoassociates.com/) to learn more.   LINKS AND RESOURCES MENTIONED Bellomo & Associates workshops:https://bellomoassociates.com/workshops/ Life Care Planning The Three Secrets of Estate Planning Nuts & Bolts of Medicaid For more information, call us at (717) 845-5390. Connect with Bellomo & Associates on Social Media Tune in Saturdays at 7:30 a.m. Eastern to WSBA radio: https://www.newstalkwsba.com/ X (formerlyTwitter):https://twitter.com/bellomoassoc YouTube: https://www.youtube.com/user/BellomoAssociates Facebook:https://www.facebook.com/bellomoassociates Instagram:https://www.instagram.com/bellomoassociates/ LinkedIn:https://www.linkedin.com/in/bellomoandassociates WAYS TO WORK WITH JEFFREY BELLOMO Contact Us:https://bellomoassociates.com/contact/ Practice areas:https://bellomoassociates.com/practice-areas/    

9/11/25 • 27:33

Join Jeffrey Bellomo as he discusses caring for the dementia caregiver with Carrie Aalberts, also known as Dementia Darling. If you're a caregiver, it's important to understand that your work matters, your health matters, and you are not alone.     ONLINE RESOURCES  Dementia Darling - https://www.dementiadarling.com/ Teepa Snow - https://teepasnow.com/ Dementia Careblazers - https://careblazers.com/ and https://www.youtube.com/c/DementiaCareblazers Be Light Care - https://www.belightcare.com/ Hilarity for Charity - www.wearehfc.org National Council of Dementia Minds - https://dementiaminds.org/ The Association of Frontotemporal Dementia - https://www.theaftd.org/ Alzheimer's Association - https://www.alz.org/ The Lewy Body Dementia Association (LBDA) - https://www.lbda.org/ Leeza's Care Connection - https://leezascareconnection.org/home AARP Caregiving Resource Center - https://www.aarp.org/caregiving/ Cleveland Clinic Lou Ruvo Center for Brain Health - https://cle.clinic/3Ju9DGv ARCH National Respite Network and Resource Center - https://archrespite.org/ Lorenzo's House - https://lorenzoshouse.org/   BOOKS Books on Amazon that Carrie recommends - https://amzn.to/45ksA5K   PODCASTS willGather: Navigating the World with Your Aging Loved One Gather Darlings  Caregiver Chats with Dr. Lakeyln Caregiver's Compass Remember Me Podcast   WHAT YOU NEED TO KNOW (00:00) Episode introduction  (02:24) How a childhood experience sparked a lifelong mission  (05:15) Fighting the tragedy narrative and the importance of seeking support  (09:57) Why Carrie's speaking engagements focus on understanding "behaviors"  (12:01) Appreciating the work and influence of Teepa Snow  (15:04) Including caregivers and those living with dementia in the conversation  (19:28) Encouraging family support for caregiver parents  (21:05) Dealing with personality changes tied to dementia or brain damage  (24:14) How to connect with Carrie for resources and speaking events     ABOUT BELLOMO & ASSOCIATES Jeffrey R. Bellomo, the founder of Bellomo & Associates, is a licensed and certified elder law attorney with a master's degree in taxation and a certificate in estate planning. He explains complex legal and financial topics in easy-to-understand language. Bellomo & Associates is committed to providing education so that what happened to the Bellomo family doesn't happen to your family. We conduct free workshops on estate planning, crisis planning, Medicaid planning, special needs planning, probate administration, and trust administration. Visit our website (https://bellomoassociates.com/) to learn more.  

8/28/25 • 26:32

Jeffrey Bellomo sits down with Rebecca Deming, CEO and Principal Attorney at ProVet Legal, to discuss how the firm helps veterans get the full range of VA benefits that they have earned.  The team at ProVet Legal is experienced at resolving administrative snags, locating hard-to-find evidence, and tackling legal complexities at the state and federal levels. In addition to serving veterans across the United States and overseas, the team also serves military spouses and surviving dependents.   The VA disability designations can have significant long-range implications for a veteran and his or her dependents. Rebecca explains the disability ratings, some unexpected factors that can cause a claim to be denied, and the challenges in documenting service-related injuries and conditions.  Rebecca is an accredited attorney with the Veterans Benefits Administration and has managed hundreds of VA disability appeals. If you or someone you know is struggling with a VA benefits claim or appeal, visit https://provetlegal.com/ or call 727-339-7911 for a free consultation.   WHAT YOU NEED TO KNOW (00:00) Episode introduction  (03:05) Who is Rebecca Deming and what is ProVet Legal?  (05:19) How do Rebecca and ProVet Legal help veterans and dependents?  (07:27) What can a veteran or surviving dependents expect when submitting a benefits claim or appeal?  (10:11) What is "Aid & Attendance?"   (13:35) Understanding the VA disability ratings process and benefit programs  (15:30) Survivor benefits and long-term assistance (18:19) Marriage eligibility, relationship scenarios, and state laws  (21:03) How nuances in recordkeeping can cause initial claims to be denied  (22:24) How to work with Rebecca and the team at ProVet Legal     ABOUT BELLOMO & ASSOCIATES Jeffrey R. Bellomo, the founder of Bellomo & Associates, is a licensed and certified elder law attorney with a master's degree in taxation and a certificate in estate planning. He explains complex legal and financial topics in easy-to-understand language. Bellomo & Associates is committed to providing education so that what happened to the Bellomo family doesn't happen to your family. We conduct free workshops on estate planning, crisis planning, Medicaid planning, special needs planning, probate administration, and trust administration. Visit our website (https://bellomoassociates.com/) to learn more.   LINKS AND RESOURCES MENTIONED Bellomo & Associates workshops:https://bellomoassociates.com/workshops/ Life Care Planning The Three Secrets of Estate Planning Nuts & Bolts of Medicaid For more information, call us at (717) 845-5390. Connect with Bellomo & Associates on Social Media Tune in Saturdays at 7:30 a.m. Eastern to WSBA radio: https://www.newstalkwsba.com/ X (formerlyTwitter):https://twitter.com/bellomoassoc YouTube: https://www.youtube.com/user/BellomoAssociates Facebook:https://www.facebook.com/bellomoassociates Instagram:https://www.instagram.com/bellomoassociates/ LinkedIn:https://www.linkedin.com/in/bellomoandassociates WAYS TO WORK WITH JEFFREY BELLOMO Contact Us:https://bellomoassociates.com/contact/ Practice areas:https://bellomoassociates.com/practice-areas/      

8/14/25 • 24:59

What if one financial tool could dramatically improve your peace of mind by expanding your retirement options? Jeff welcomes mortgage expert and author Ken Pitts, founder of Advisors Mortgage Services, to discuss his book, "Kinetic Wealth," which he wrote to clear up misconceptions surrounding reverse mortgages.  In its most simple terms, a reverse mortgage is an opportunity to access the equity in your home to help with monthly cash flow, emergency expenses, and retirement planning. Ken breaks down the basics: how reverse mortgages work, how they can delay IRA withdrawals, and how they can help pay for in-home care. If you've never considered a reverse mortgage as part of your retirement planning, this conversation just might change your perspective.  Order "Kinetic Wealth" by Ken Pitts at https://kineticwealthbook.com/;   Email Ken at kpitts@kpittsmortgage.com or visit https://www.kpittsmortgage.com/   WHAT YOU NEED TO KNOW (00:00) Episode introduction.  (04:04) Education is the antidote to "Confusion says 'no.'"  (06:56) Why are reverse mortgages so misunderstood?  (08:52) Who can benefit from reading "Kinetic Wealth?"    (12:39) What are the key benefits and qualifications for a reverse mortgage?  (14:52) How well aligned are Pennsylvania's Medicaid rules and federal reverse mortgage rules?  (16:03) What was the federal government's original intent for the reverse mortgage program?  (19:18) The big myth of reverse mortgages: "They'll take my house."  (21:10) What protections are available to a non-borrowing spouse?  (24:16) Can the Internet be trusted as a resource to learn about reverse mortgages?    ABOUT BELLOMO & ASSOCIATES Jeffrey R. Bellomo, the founder of Bellomo & Associates, is a licensed and certified elder law attorney with a master's degree in taxation and a certificate in estate planning. He explains complex legal and financial topics in easy-to-understand language. Bellomo & Associates is committed to providing education so that what happened to the Bellomo family doesn't happen to your family. We conduct free workshops on estate planning, crisis planning, Medicaid planning, special needs planning, probate administration, and trust administration. Visit our website (https://bellomoassociates.com/) to learn more.   LINKS AND RESOURCES MENTIONED Bellomo & Associates workshops:https://bellomoassociates.com/workshops/ Life Care Planning The Three Secrets of Estate Planning Nuts & Bolts of Medicaid For more information, call us at (717) 845-5390. Connect with Bellomo & Associates on Social Media Tune in Saturdays at 7:30 a.m. Eastern to WSBA radio: https://www.newstalkwsba.com/ X (formerlyTwitter):https://twitter.com/bellomoassoc YouTube: https://www.youtube.com/user/BellomoAssociates Facebook:https://www.facebook.com/bellomoassociates Instagram:https://www.instagram.com/bellomoassociates/ LinkedIn:https://www.linkedin.com/in/bellomoandassociates WAYS TO WORK WITH JEFFREY BELLOMO Contact Us:https://bellomoassociates.com/contact/ Practice areas:https://bellomoassociates.com/practice-areas/    

8/7/25 • 27:48

What's really behind the delay in drawing up your estate plan? For many people, it's not time, money, or even complexity. It's fear. Fear of mortality, fear of making the wrong decision, fear of what might change, or fear of family conflict.  With years of experience helping families through the legal and emotional challenges of estate planning, Jeff shares the most common anxieties that prevent people from planning for the future. He offers ways to reframe those fears and explains why a less-than-perfect, but flexible, plan is better than no estate plan at all.   WHAT YOU NEED TO KNOW (00:00) Episode introduction  (04:19) The main reason people don't create an estate plan   (05:47) Managing the stress of "what ifs" vs. peace of mind for yourself and your family  (07:50) The legal and emotional cost of not having a power of attorney in place  (09:54) What happens if you die without a plan or without an up-to-date plan?   (11:44) An imperfect plan is better than no estate plan at all  (14:57) A flexible estate plan can accommodate different contingencies  (19:22) How to manage uncertain family dynamics  (22:10) Plan to make sure your money lasts  (23:24) Fear leads to procrastination, which leads to unintended consequences    ABOUT BELLOMO & ASSOCIATES Jeffrey R. Bellomo, the founder of Bellomo & Associates, is a licensed and certified elder law attorney with a master's degree in taxation and a certificate in estate planning. He explains complex legal and financial topics in easy-to-understand language. Bellomo & Associates is committed to providing education so that what happened to the Bellomo family doesn't happen to your family. We conduct free workshops on estate planning, crisis planning, Medicaid planning, special needs planning, probate administration, and trust administration. Visit our website (https://bellomoassociates.com/) to learn more. LINKS AND RESOURCES MENTIONED Bellomo & Associates workshops:https://bellomoassociates.com/workshops/ Life Care Planning The Three Secrets of Estate Planning Nuts & Bolts of Medicaid For more information, call us at (717) 845-5390. Connect with Bellomo & Associates on Social Media Tune in Saturdays at 7:30 a.m. Eastern to WSBA radio: https://www.newstalkwsba.com/ X (formerlyTwitter):https://twitter.com/bellomoassoc YouTube: https://www.youtube.com/user/BellomoAssociates Facebook:https://www.facebook.com/bellomoassociates Instagram:https://www.instagram.com/bellomoassociates/ LinkedIn:https://www.linkedin.com/in/bellomoandassociates WAYS TO WORK WITH JEFFREY BELLOMO Contact Us:https://bellomoassociates.com/contact/ Practice areas:https://bellomoassociates.com/practice-areas/    

7/31/25 • 25:51

Estate plans can protect your legacy, but without open communication, they can also become a source of conflict. Join Jeff Bellomo as he tackles one of the toughest estate planning challenges: how to talk to your family about your wishes.  Jeff shares real-life insights, including a cautionary tale about how disclosing financial details too early can backfire. Instead, he emphasizes the power of communicating clearly and sharing your "why." Explaining your intentions, thought processes, and expectations—even when uncomfortable—can promote a healthy family dynamic after you're gone.     WHAT YOU NEED TO KNOW (00:00) Episode introduction. (02:05) How involved should the family be in estate planning and who should be on your estate planning team?   (03:55) Setting expectations and the danger of sharing financial numbers too soon.   (08:52) Family dynamics can change when the parents are gone.  (10:09) Communication is imperative to avoid misunderstandings about the parents' wishes.  (11:20) Explanations matter when choosing powers of attorney, executor, etc.   (14:55) How to address blended family dynamics.   (16:25) Are holiday gatherings a good time to discuss plans?  (19:18) Inheritance is not an entitlement.  (22:03) How second marriages and joint ownership can lead to unintended consequences.   (24:44) Communication now is key to avoiding conflict later.   ABOUT BELLOMO & ASSOCIATES Jeffrey R. Bellomo, the founder of Bellomo & Associates, is a licensed and certified elder law attorney with a master's degree in taxation and a certificate in estate planning. He explains complex legal and financial topics in easy-to-understand language. Bellomo & Associates is committed to providing education so that what happened to the Bellomo family doesn't happen to your family. We conduct free workshops on estate planning, crisis planning, Medicaid planning, special needs planning, probate administration, and trust administration. Visit our website (https://bellomoassociates.com/) to learn more.   LINKS AND RESOURCES MENTIONED Bellomo & Associates workshops:https://bellomoassociates.com/workshops/ Life Care Planning The Three Secrets of Estate Planning Nuts & Bolts of Medicaid For more information, call us at (717) 845-5390. Connect with Bellomo & Associates on Social Media Tune in Saturdays at 7:30 a.m. Eastern to WSBA radio: https://www.newstalkwsba.com/ X (formerlyTwitter):https://twitter.com/bellomoassoc YouTube: https://www.youtube.com/user/BellomoAssociates Facebook:https://www.facebook.com/bellomoassociates Instagram:https://www.instagram.com/bellomoassociates/ LinkedIn:https://www.linkedin.com/in/bellomoandassociates WAYS TO WORK WITH JEFFREY BELLOMO Contact Us:https://bellomoassociates.com/contact/ Practice areas:https://bellomoassociates.com/practice-areas/      

7/24/25 • 27:21

For many seniors, selling their home isn't just a transaction—it's part of a vital transition. Ginnie Kite, a real estate professional and former health care executive, knows this well. She joins Jeff Bellomo to explore how deep listening, compassion, and experience can help older adults navigate one of life's biggest changes. With over 75% of her clients aged 65 and older, Ginnie shares how she helps families focus on quality of life, future care needs, and protecting loved ones.  Ginnie's work is driven by a deep sense of empathy and compassion—doing what's best for people, even when it doesn't benefit her directly. That's why you'll often find her touring long-term care communities, offering guidance to overwhelmed families, or simply being a calm and trusted presence for families in transition. To connect with Ginnie or learn more, visit https://www.ginniekitegroup.com/ or call 717-356-3774.     WHAT YOU NEED TO KNOW (00:00) Episode introduction.  (01:50) How a shared commitment to education brought Ginnie and Jeff together professionally. (03:30) What prompted Ginnie's transition from health care executive to real estate?  (07:25) How realtors and other professionals can build trust with older adults. (11:55) Moving to a new home often requires a whole different set of conversations for seniors. (13:01) Helping seniors plan for the challenges ahead is not always about profit. (17:08) Real estate is a great profession for building relationships.  (20:52) Why Ginnie chose RE/MAX and the cool story behind her name.  (22:08) Enjoying a Disney vacation through the eyes of a child. (24:22) How to reach Ginnie Kite for real estate guidance or speaking events.   ABOUT BELLOMO & ASSOCIATES Jeffrey R. Bellomo, the founder of Bellomo & Associates, is a licensed and certified elder law attorney with a master's degree in taxation and a certificate in estate planning. He explains complex legal and financial topics in easy-to-understand language. Bellomo & Associates is committed to providing education so that what happened to the Bellomo family doesn't happen to your family. We conduct free workshops on estate planning, crisis planning, Medicaid planning, special needs planning, probate administration, and trust administration. Visit our website (https://bellomoassociates.com/) to learn more.   LINKS AND RESOURCES MENTIONED Bellomo & Associates workshops:https://bellomoassociates.com/workshops/ Life Care Planning The Three Secrets of Estate Planning Nuts & Bolts of Medicaid For more information, call us at (717) 845-5390. Connect with Bellomo & Associates on Social Media Tune in Saturdays at 7:30 a.m. Eastern to WSBA radio: https://www.newstalkwsba.com/ X (formerlyTwitter):https://twitter.com/bellomoassoc YouTube: https://www.youtube.com/user/BellomoAssociates Facebook:https://www.facebook.com/bellomoassociates Instagram:https://www.instagram.com/bellomoassociates/ LinkedIn:https://www.linkedin.com/in/bellomoandassociates WAYS TO WORK WITH JEFFREY BELLOMO Contact Us:https://bellomoassociates.com/contact/ Practice areas:https://bellomoassociates.com/practice-areas/      

7/17/25 • 25:28

The tables are turned as Josh Cartwright interviews Jeff at the York Jewish Community Center (JCC). Together, they explore the emotional and practical realities of planning for the future—from asset protection and trusts to long-term care and charitable giving. Also, Jeff shares the deeply personal story that inspired him to become an elder law attorney and why he built his firm around free education and relationships. So, this conversation offers heartfelt guidance, whether you're just thinking about an estate plan or already supporting aging loved ones.   Learn more about the York JCC: https://yorkjcc.org/   WHAT YOU NEED TO KNOW   (00:00) Josh gives an overview of Jeff's extensive legal background. (04:25) Jeff's early aspirations to become a lawyer and his time at the White House. (06:09) How Jeff landed in York and the pivotal moment he chose family over a high salary. (08:05) Celebrating Jeff's wife—her nomination as a finalist for Pennsylvania Educator of the Year and her 25-year teaching career.  (09:22) Jeff tells the deeply personal story of how his mother's illness and death prompted him to specialize in estate planning and elder law.    (12:57) Jeff's vision for a transparent business model featuring free legal education led to skepticism in legal circles—but ultimately proved successful.  (23:13) An explanation of asset protection through the lens of inheritance tax, capital gains tax, and Jeff's "Three Lands" metaphor.  (30:58) The difference between first- and third-person special needs trusts and why every estate plan should provide for the possibility of special needs in the future.  (34:51) Even people of average wealth can make an impact through charitable giving. (40:05) The rising number of people in long-term care underscores the growing need for pre-planning and crisis planning.  (43:09) Human connection and empathy will always be invaluable, even as AI gains traction.   ABOUT BELLOMO & ASSOCIATES Jeffrey R. Bellomo, the founder of Bellomo & Associates, is a licensed and certified elder law attorney with a master's degree in taxation and a certificate in estate planning. He explains complex legal and financial topics in easy-to-understand language. Bellomo & Associates is committed to providing education so that what happened to the Bellomo family doesn't happen to your family. We conduct free workshops on estate planning, crisis planning, Medicaid planning, special needs planning, probate administration, and trust administration. Visit our website (https://bellomoassociates.com/) to learn more.   LINKS AND RESOURCES MENTIONED Bellomo & Associates workshops:https://bellomoassociates.com/workshops/ Life Care Planning The Three Secrets of Estate Planning Nuts & Bolts of Medicaid For more information, call us at (717) 845-5390. Connect with Bellomo & Associates on Social Media Tune in Saturdays at 7:30 a.m. Eastern to WSBA radio: https://www.newstalkwsba.com/ X (formerlyTwitter):https://twitter.com/bellomoassoc YouTube: https://www.youtube.com/user/BellomoAssociates Facebook:https://www.facebook.com/bellomoassociates Instagram:https://www.instagram.com/bellomoassociates/ LinkedIn:https://www.linkedin.com/in/bellomoandassociates WAYS TO WORK WITH JEFFREY BELLOMO Contact Us:https://bellomoassociates.com/contact/ Practice areas:https://bellomoassociates.com/practice-areas/    

7/10/25 • 48:28

How can you prepare to be the executor of your parents' estate? Join Jeff as he unpacks the emotional and logistical challenges described in the AARP article, "Mom Died. Then Came the Financial Ordeal." It's a first-person account of serving as an executor. You'll learn how to avoid common pitfalls and why proactive communication is a powerful gift. Jeff also details the benefits of pre-planning, education, and self-care, especially for adult children who are dealing with grief and responsibility at the same time.  "Mom Died. Then Came the Financial Ordeal" originally appeared in AARP: The Magazine and has been shared in numerous publications, including The Amazing Care Network (ACN). Read the ACN version here: https://www.amazingcarenetwork.com/my-mom-died-then-came-the-ordeal/   WHAT YOU NEED TO KNOW (00:00) Episode introduction. (03:02) The AARP article is a daughter's story of navigating the probate system after her mother's death.  (07:35) Communicate openly with your children so that they are not caught off guard by funeral costs and other expenses.  (10:06) Consider pre-arranging and pre-paying for the funeral. (10:36) With regard to legal fees, trust administration tends to be less expensive than probate.   (13:23) For banks and utilities, in particular, some red tape is unavoidable. (15:47) An executor can benefit from education and guidance before and during the probate process, especially when under the emotional strain of losing a parent.  (16:54) The executor can be held personally liable if there is a problem with creditors, beneficiaries, etc. (19:15) Experienced law firms are invaluable when managing probate administration for an executor. (22:06) Communicate your wishes to your children. Organize your administrative and financial info now to prevent chaos later.   (24:10) Survivors should not neglect self-care.   LINKS AND RESOURCES MENTIONED Bellomo & Associates workshops:https://bellomoassociates.com/workshops/ Life Care Planning The Three Secrets of Estate Planning Nuts & Bolts of Medicaid For more information, call us at (717) 845-5390. Connect with Bellomo & Associates on Social Media Tune in Saturdays at 7:30 a.m. Eastern to WSBA radio: https://www.newstalkwsba.com/ X (formerlyTwitter):https://twitter.com/bellomoassoc YouTube: https://www.youtube.com/user/BellomoAssociates Facebook:https://www.facebook.com/bellomoassociates Instagram:https://www.instagram.com/bellomoassociates/ LinkedIn:https://www.linkedin.com/in/bellomoandassociates WAYS TO WORK WITH JEFFREY BELLOMO Contact Us:https://bellomoassociates.com/contact/ Practice areas:https://bellomoassociates.com/practice-areas/      

7/3/25 • 26:47

Join Jeff as he sits down with Krista Warner, the Relationship Management Coordinator at Bellomo & Associates. Krista brings energy, heart, and a deep commitment to helping others. She focuses on building connections that serve as a bridge between the firm and the broader community.  Krista plans professional networking events, Boot Camps, engaging client gatherings, and educational workshops. She's detail-oriented, an excellent communicator, and above all, genuinely caring, which shines through in everything she does.  Feel free to reach out to Krista at kwarner@bellomoassociates.com.   WHAT YOU NEED TO KNOW (00:00) Episode introduction. (02:23) Krista has worked as a medical assistant, a nursing assistant, and in hearing aid services.    (06:30) Before being hired, Krista sat in on one of Jeff's boot camp presentations. She could tell he was speaking from the heart, and she had heard good things about the firm and the way team members are treated.   (08:09) Primarily, Krista builds relationships with businesses in the community and plans events for clients, such as the weekly educational workshops and the fun Red Wagon Club Annual Picnic. (10:02) U.S. News and World Reports regularly lists Lancaster, York, and several other Pennsylvania cities as some of the best places to retire in the United States.  (11:33) Red Wagon Club members have access to our attorneys on a weekly basis through our Legal Hour. They also get documents updated any time laws change or a club member's health or financial situation changes. It's about making sure that the client's estate plan is ready when needed. (15:30) Jeff and Krista both attended Temple University. Jeff earned his Master of Laws in Taxation (LLM) and Krista earned a degree in kinesiology with a focus on public health. (21:12) Krista's email is kwarner@bellomoassociates.com. Feel free to contact her to discuss working together.   LINKS AND RESOURCES MENTIONED Bellomo & Associates workshops:https://bellomoassociates.com/workshops/ Life Care Planning The Three Secrets of Estate Planning Nuts & Bolts of Medicaid For more information, call us at (717) 845-5390. Connect with Bellomo & Associates on Social Media Tune in Saturdays at 7:30 a.m. Eastern to WSBA radio: https://www.newstalkwsba.com/ X (formerlyTwitter):https://twitter.com/bellomoassoc YouTube: https://www.youtube.com/user/BellomoAssociates Facebook:https://www.facebook.com/bellomoassociates Instagram:https://www.instagram.com/bellomoassociates/ LinkedIn:https://www.linkedin.com/in/bellomoandassociates WAYS TO WORK WITH JEFFREY BELLOMO Contact Us:https://bellomoassociates.com/contact/ Practice areas:https://bellomoassociates.com/practice-areas/    

6/26/25 • 25:52

When someone passes away, their estate typically goes through one of two processes: probate or trust administration. These options appeal to different people for different reasons—and misinformation is common—so we receive many questions, especially on probate. Join Jeff as he explains the process of probate administration in Pennsylvania. It's important to understand whether you're an executor, a beneficiary, or someone planning for their family's future.     WHAT YOU NEED TO KNOW (00:00) Episode introduction. (03:15) Probate is the legal process for distributing assets that are not jointly owned or attached to a beneficiary. (04:33) Powers of attorney become invalid at the time of death.   (05:54) In Pennsylvania (PA), probate and trust administration are very similar. For probate, an executor is sworn in.  (06:37) To be sworn in, the personal representative provides their law firm (or the Register of Wills) with the death certificate and the original will.  (07:56) The executor is liable for ensuring that probate is handled correctly, so many people use a law firm. (09:09) The law firm provides notices to heirs and creditors and determines date-of-death values for all assets.  (10:17) Making a tax prepayment within three months after death results in a 5% discount on the inheritance taxes owed. The inheritance tax return must be filed within nine months of death, but an extension, with interest, is possible.  (12:27) A partial distribution can be made. Final distributions require the signing of receipts and releases.   (14:46) A fiduciary return must be filed if there were gains in an estate account. (18:15) Most institutions will not allow testamentary trusts under a will. (18:45) You are not required to hire an attorney for probate, but an attorney can shoulder the work and risk for you.  (23:09) An executor is entitled to an executor's commission.   LINKS AND RESOURCES MENTIONED Bellomo & Associates workshops:https://bellomoassociates.com/workshops/ Life Care Planning The Three Secrets of Estate Planning Nuts & Bolts of Medicaid For more information, call us at (717) 845-5390. Connect with Bellomo & Associates on Social Media Tune in Saturdays at 7:30 a.m. Eastern to WSBA radio: https://www.newstalkwsba.com/ X (formerlyTwitter):https://twitter.com/bellomoassoc YouTube: https://www.youtube.com/user/BellomoAssociates Facebook:https://www.facebook.com/bellomoassociates Instagram:https://www.instagram.com/bellomoassociates/ LinkedIn:https://www.linkedin.com/in/bellomoandassociates WAYS TO WORK WITH JEFFREY BELLOMO Contact Us:https://bellomoassociates.com/contact/ Practice areas:https://bellomoassociates.com/practice-areas/      

6/19/25 • 29:01

For a few days in May, Jeff Bellomo's life painted a picture of everything that matters to him—his people, law firm, beliefs, and passions. As he reflects on those days, Jeff shares his overwhelming gratitude for his community and the people most dear to him. Tune in to hear about the whirlwind of activity and why Jeff describes this as his "favorite weekend of the year."    Red Wagon Club Picnic photos: https://www.facebook.com/share/p/1Daz1HiqQi/    WHAT YOU NEED TO KNOW (00:00) Episode introduction. (02:56) On Sunday, May 4, I ran the York YMCA Half Marathon. I'm not a natural runner and I experienced some bad cramping, but I cut my personal best by 20 minutes. Several of my colleagues ran, too. It was a good day for our group.  (07:20) In November, I will run the Philadelphia Marathon. As I train for 26 miles, I will carry the sense of community and support that I experienced before, during, and after the York run.  (11:55) I went to our daughter's band concert at her high school. DeAnna had a couple of solos. I love watching her play.  (12:37) We hustled to DeAnna's graduation from the Future Leaders of York. The memories and learning experiences will stay with her forever.  (14:16) We bring all our remote staff in for the Bellomo team picnic. I always look forward to this event. (15:00) On Monday, we had our all-day team retreat. It gave everyone a chance to reconnect, share ideas, discuss how to better serve our clients, and engage in great team-building exercises.  (17:12) The annual Red Wagon Club Picnic featured an incredible buffet and everyone enjoyed the DJ and the photo booth. When so many of our clients come together, it's a humbling reminder of their trust in us. (20:51) Later this year, Red Wagon Club members will come together again to learn about the changes we're seeing in the country and the legal world.   (24:08) Congratulations to Whitney Bellomo for being named one of 12 finalists for Pennsylvania Teacher of the Year.    ABOUT BELLOMO & ASSOCIATES Jeffrey R. Bellomo, the founder of Bellomo & Associates, is a licensed and certified elder law attorney with a master's degree in taxation and a certificate in estate planning. He explains complex legal and financial topics in easy-to-understand language. Bellomo & Associates is committed to providing education so that what happened to the Bellomo family doesn't happen to your family. We conduct free workshops on estate planning, crisis planning, Medicaid planning, special needs planning, probate administration, and trust administration. Visit our website (https://bellomoassociates.com/) to learn more.   LINKS AND RESOURCES MENTIONED Bellomo & Associates workshops:https://bellomoassociates.com/workshops/ Life Care Planning The Three Secrets of Estate Planning Nuts & Bolts of Medicaid For more information, call us at (717) 845-5390. Connect with Bellomo & Associates on Social Media Tune in Saturdays at 7:30 a.m. Eastern to WSBA radio: https://www.newstalkwsba.com/ X (formerlyTwitter):https://twitter.com/bellomoassoc YouTube: https://www.youtube.com/user/BellomoAssociates Facebook:https://www.facebook.com/bellomoassociates Instagram:https://www.instagram.com/bellomoassociates/ LinkedIn:https://www.linkedin.com/in/bellomoandassociates WAYS TO WORK WITH JEFFREY BELLOMO Contact Us:https://bellomoassociates.com/contact/ Practice areas:https://bellomoassociates.com/practice-areas/      

6/12/25 • 27:07

You've probably heard the saying, "A man who represents himself in court has a fool for a client." While most of us wouldn't go to court alone, the rise of do-it-yourself legal tool kits makes it tempting to go without professional guidance when creating an estate plan. But it's important to understand that off-the-shelf home remedies can expose your assets to unnecessary risk and jeopardize your family's financial future. From emotional blind spots to technical errors, even the smartest people can make costly mistakes without proper legal help. So, before you get carried away with DIY enthusiasm, tune in to learn the hidden costs and common pitfalls of do-it-yourself legal tools.    WHAT YOU NEED TO KNOW (00:00) Episode introduction. (02:56) When non-professionals use off-the-shelf tools to create a trust, will, power of attorney (PoA), or estate plan, strategic missteps and technical mistakes often go unnoticed until it's too late. (05:18) Estate planning and elder law are highly complex even for attorneys who specialize in these areas. (07:35) Often, basic DIY legal kits don't keep pace with state-specific laws and are not able to address "what if" scenarios such as changes in marital status, unexpected death or disability, protection of government benefits, etc.   (09:21) The use of beneficiaries to avoid probate does not provide protection of assets or safeguard against mishandling of funds and property.  (11:07) Jointly owned assets can have significant tax implications. (12:33) Long-term care eligibility and asset protection are complicated and require thoughtful, expert strategies. (16:43) Powers of attorney should be very specific. Most DIY kits do not contain the appropriate language. (23:23) Can you use a DIY kit and have everything turn out well? Yes, but there are many situations that a DIY kit cannot provide for—and those are the protections that a professionally created plan can anticipate.     ABOUT BELLOMO & ASSOCIATES Jeffrey R. Bellomo, the founder of Bellomo & Associates, is a licensed and certified elder law attorney with a master's degree in taxation and a certificate in estate planning. He explains complex legal and financial topics in easy-to-understand language. Bellomo & Associates is committed to providing education so that what happened to the Bellomo family doesn't happen to your family. We conduct free workshops on estate planning, crisis planning, Medicaid planning, special needs planning, probate administration, and trust administration. Visit our website (https://bellomoassociates.com/) to learn more.   LINKS AND RESOURCES MENTIONED Bellomo & Associates workshops:https://bellomoassociates.com/workshops/ Life Care Planning The Three Secrets of Estate Planning Nuts & Bolts of Medicaid For more information, call us at (717) 845-5390. Connect with Bellomo & Associates on Social Media Tune in Saturdays at 7:30 a.m. Eastern to WSBA radio: https://www.newstalkwsba.com/ X (formerlyTwitter):https://twitter.com/bellomoassoc YouTube: https://www.youtube.com/user/BellomoAssociates Facebook:https://www.facebook.com/bellomoassociates Instagram:https://www.instagram.com/bellomoassociates/ LinkedIn:https://www.linkedin.com/in/bellomoandassociates WAYS TO WORK WITH JEFFREY BELLOMO Contact Us:https://bellomoassociates.com/contact/ Practice areas:https://bellomoassociates.com/practice-areas/      

6/5/25 • 28:01

Join Jeff as he chats with Jen Clemens, co-lead of the Clemens & Myers Real Estate Team. Serving York and surrounding counties in Pennsylvania and Maryland, Jen and her team are passionate about helping people through some of life's biggest transitions.  Whether you're buying your first home, selling a longtime family property, or investing in real estate, Jen understands both the financial and emotional stakes involved. With bilingual agents, a trusted referral network, and personalized support for every step of the journey, the Clemens & Myers Team offers expert guidance and care as clients move into their next chapter.    Call Jen Clemens at (717) 779-7791 or visit https://clemensmyersteam.ironvalleyrealestate.com/    WHAT YOU NEED TO KNOW (00:00) Episode introduction. (02:22) Jen is experienced in guiding people through important purchases and big life transitions.  (07:42) The team can refer reputable third-party experts to sellers and help them evaluate whether the cost of professional help will result in the desired return on investment.  (15:13) You can find Jen and her team on Facebook, Instagram, LinkedIn, and Tik Tok.  (17:14) Jen's team is licensed in Pennsylvania and Maryland, and Jen is working on getting licensed in Delaware.  (19:40) Technically, it's a seller's market right now. Jen says, "Marry the house and date the rate."  (21:34) Good realtors ensure that homes are not over- or underpriced. They are trained to know the market. Experience and skills in negotiation are quite valuable. (24:25) Realtors are paid commission at settlement and brokers always get a fee for the backend work of ensuring that the legal documents are processed correctly.   (25:43) Good realtors will be willing to discuss commissions and fees and other process details so that the seller and buyer clearly understand what's involved.     ABOUT BELLOMO & ASSOCIATES Jeffrey R. Bellomo, the founder of Bellomo & Associates, is a licensed and certified elder law attorney with a master's degree in taxation and a certificate in estate planning. He explains complex legal and financial topics in easy-to-understand language. Bellomo & Associates is committed to providing education so that what happened to the Bellomo family doesn't happen to your family. We conduct free workshops on estate planning, crisis planning, Medicaid planning, special needs planning, probate administration, and trust administration. Visit our website (https://bellomoassociates.com/) to learn more.   LINKS AND RESOURCES MENTIONED Bellomo & Associates workshops:https://bellomoassociates.com/workshops/ Life Care Planning The Three Secrets of Estate Planning Nuts & Bolts of Medicaid For more information, call us at (717) 845-5390. Connect with Bellomo & Associates on Social Media Tune in Saturdays at 7:30 a.m. Eastern to WSBA radio: https://www.newstalkwsba.com/ X (formerlyTwitter):https://twitter.com/bellomoassoc YouTube: https://www.youtube.com/user/BellomoAssociates Facebook:https://www.facebook.com/bellomoassociates Instagram:https://www.instagram.com/bellomoassociates/ LinkedIn:https://www.linkedin.com/in/bellomoandassociates WAYS TO WORK WITH JEFFREY BELLOMO Contact Us:https://bellomoassociates.com/contact/ Practice areas:https://bellomoassociates.com/practice-areas/      

5/29/25 • 28:12

Navigating the transition from a longtime home into a new place and the next stage of life is one of the biggest challenges older folks and their families face. Join Jeff and his guest, Andrew Bartlett, owner of the real estate firm Bartlett & Associates, to discuss ways to ease the transition. In addition to traditional real estate services, Andrew's team can provide organizing, downsizing, cleaning, painting, moving, and other assistance to prepare the home for sale and make the move. The team further differentiates itself by offering Next Step Home Solutions, programs designed to provide fast, flexible financial help for those who need access to funds before their home sells.    Contact Andrew Bartlett at (717) 203-5528 or visit these websites: Next Step Home Solutions - https://nextstep.care/ Bartlett & Associates - https://www.lancorealestate.com/   WHAT YOU NEED TO KNOW (00:00) Episode introduction. (03:19) Andrew entered real estate because he wanted to provide services that were better than what he experienced as a first-time home buyer.   (07:02) Bartlett & Associates offers two financial programs—a cash program and a bridge loan program—for when a customer needs funds right away. (09:43) Often, conventional lender options are available only when people are moving from one house to another, not from one house to a retirement community or care home.   (13:32) Jeff added Life Care Planning services at Bellomo & Associates because so many people expressed a need for help with home safety assessments, community services, the long-term care system, etc. (15:35) Professionals with a reliable and knowledgeable referral network can greatly benefit their customers. (17:41) Andrew's company is a sponsor of Bellomo's Multi-Professional Boot Camps. By participating, Andrew came to realize the benefit of smart estate planning to protect one's home and assets. (24:31) Andrew's nonprofit—HCB Foundation—assists families with an urgent need for help paying rent, buying groceries, etc.   ABOUT BELLOMO & ASSOCIATES Jeffrey R. Bellomo, the founder of Bellomo & Associates, is a licensed and certified elder law attorney with a master's degree in taxation and a certificate in estate planning. He explains complex legal and financial topics in easy-to-understand language. Bellomo & Associates is committed to providing education so that what happened to the Bellomo family doesn't happen to your family. We conduct free workshops on estate planning, crisis planning, Medicaid planning, special needs planning, probate administration, and trust administration. Visit our website (https://bellomoassociates.com/) to learn more.   LINKS AND RESOURCES MENTIONED Bellomo & Associates workshops:https://bellomoassociates.com/workshops/ Life Care Planning The Three Secrets of Estate Planning Nuts & Bolts of Medicaid For more information, call us at (717) 845-5390. Connect with Bellomo & Associates on Social Media Tune in Saturdays at 7:30 a.m. Eastern to WSBA radio: https://www.newstalkwsba.com/ X (formerlyTwitter):https://twitter.com/bellomoassoc YouTube: https://www.youtube.com/user/BellomoAssociates Facebook:https://www.facebook.com/bellomoassociates Instagram:https://www.instagram.com/bellomoassociates/ LinkedIn:https://www.linkedin.com/in/bellomoandassociates WAYS TO WORK WITH JEFFREY BELLOMO Contact Us:https://bellomoassociates.com/contact/ Practice areas:https://bellomoassociates.com/practice-areas/      

5/22/25 • 26:32

When people think about estate planning, a will is often the first thing that comes to mind. But relying solely on a will might leave significant gaps in your financial plan, potentially putting your loved ones and your hard-earned assets at risk. Join Jeff as he breaks down the critical features of a will and why a will alone might not be enough to protect your assets and your family's future.    WHAT YOU NEED TO KNOW (00:00) Episode introduction. (03:20) While a will directs the distribution of assets in your name alone, it does not control assets with joint owners or designated beneficiaries, like insurance policies or jointly held bank accounts.  (07:46) Most financial institutions won't allow a testamentary trust (a trust established within a will) to be named as a beneficiary. This limits your ability to protect those assets after your death.  (09:26) Assets passed outright through a will can be exposed to risks like Medicaid repayment, creditor claims, financial mismanagement, and future spouses via death or divorce.   (11:11) Probate can be costly, with legal fees often ranging from 4-6% of the estate. While you can handle probate without a lawyer, the executor still bears significant personal liability to ensure everything is handled correctly.  (18:12) Relying on beneficiary designations to avoid probate can leave assets unprotected, potentially exposing them to creditors, lawsuits, and financial missteps.  (21:45) Unlike a will, a properly structured trust can help you avoid probate, reduce fees, and provide ongoing asset protection for your heirs.  (24:12) The absence of a will triggers the intestate succession process. State law will determine who receives the estate, or what is left of it. Most often, this is the closest living relative.   ABOUT BELLOMO & ASSOCIATES Jeffrey R. Bellomo, the founder of Bellomo & Associates, is a licensed and certified elder law attorney with a master's degree in taxation and a certificate in estate planning. He explains complex legal and financial topics in easy-to-understand language. Bellomo & Associates is committed to providing education so that what happened to the Bellomo family doesn't happen to your family. We conduct free workshops on estate planning, crisis planning, Medicaid planning, special needs planning, probate administration, and trust administration. Visit our website (https://bellomoassociates.com/) to learn more.   LINKS AND RESOURCES MENTIONED Bellomo & Associates workshops:https://bellomoassociates.com/workshops/ Life Care Planning The Three Secrets of Estate Planning Nuts & Bolts of Medicaid For more information, call us at (717) 845-5390. Connect with Bellomo & Associates on Social Media Tune in Saturdays at 7:30 a.m. Eastern to WSBA radio: https://www.newstalkwsba.com/ X (formerlyTwitter):https://twitter.com/bellomoassoc YouTube: https://www.youtube.com/user/BellomoAssociates Facebook:https://www.facebook.com/bellomoassociates Instagram:https://www.instagram.com/bellomoassociates/ LinkedIn:https://www.linkedin.com/in/bellomoandassociates WAYS TO WORK WITH JEFFREY BELLOMO Contact Us:https://bellomoassociates.com/contact/ Practice areas:https://bellomoassociates.com/practice-areas/      

5/15/25 • 29:32

At Bellomo & Associates, our commitment to education extends beyond our clients. We learned long ago that professionals locally and across Pennsylvania can also benefit from practical education in estate planning and elder law.   Our free professional boot camps differentiate us from most other law firms. As Jeff describes the essential topics we cover—from basic concepts to advanced strategies—you'll see how the health care and financial planning professionals who attend can better support their clients.  Participants earn continuing education credits (CEUs) while learning and, afterward, enjoy a fun networking reception that's great for strengthening community partnerships.   MULTI-PROFESSIONAL BOOT CAMP 17 Sep 2025 | York, PA | Learn free of charge | Earn 6 CEUs Enroll at https://bellomoassociates.com/boot-camp/    ESTATE PLANNING AND ELDER LAW WORKSHOPS  Learn more at https://bellomoassociates.com/workshops/   WHAT YOU NEED TO KNOW (00:00) Episode introduction. (05:09) Nearly 80 social workers enrolled in our first boot camp because of the need to better understand the legal issues their clients were facing.  (06:49) The success and popularity of the boot camps made it clear that a multi-professional boot camp was needed. Nurses, nurse practitioners, administrators, CPAs, CFPs, insurance agents, and others can earn six (6) CEUs. (09:00) Participants learn the basics of estate planning and more advanced concepts such as taxation, asset protection, probate v. non-probate, beneficiaries, and much more. Afterward, attendees enjoy a fun networking event, which can be especially worthwhile given the range of professions in attendance.  (10:36) Our take-home binder is a valuable guide that attendees keep among their most frequently used professional resources. (15:25) We are grateful for our sponsors who enable us to provide our boot camp free of charge. Sponsorship opportunities are available.   ABOUT BELLOMO & ASSOCIATES Jeffrey R. Bellomo, the founder of Bellomo & Associates, is a licensed and certified elder law attorney with a master's degree in taxation and a certificate in estate planning. He explains complex legal and financial topics in easy-to-understand language. Bellomo & Associates is committed to providing education so that what happened to the Bellomo family doesn't happen to your family. We conduct free workshops on estate planning, crisis planning, Medicaid planning, special needs planning, probate administration, and trust administration. Visit our website (https://bellomoassociates.com/) to learn more.   LINKS AND RESOURCES MENTIONED Bellomo & Associates workshops:https://bellomoassociates.com/workshops/ Life Care Planning The Three Secrets of Estate Planning Nuts & Bolts of Medicaid For more information, call us at (717) 845-5390. Connect with Bellomo & Associates on Social Media Tune in Saturdays at 7:30 a.m. Eastern to WSBA radio: https://www.newstalkwsba.com/ X (formerlyTwitter):https://twitter.com/bellomoassoc YouTube: https://www.youtube.com/user/BellomoAssociates Facebook:https://www.facebook.com/bellomoassociates Instagram:https://www.instagram.com/bellomoassociates/ LinkedIn:https://www.linkedin.com/in/bellomoandassociates WAYS TO WORK WITH JEFFREY BELLOMO Contact Us:https://bellomoassociates.com/contact/ Practice areas:https://bellomoassociates.com/practice-areas/    

5/8/25 • 28:08

At Bellomo & Associates, taking care of people—both colleagues and clients—is at the heart of everything we do. Our relationships give meaning to our work, making this conversation bittersweet. Jeff sits down with Jessica Delp, who has formed countless relationships as our community outreach coordinator over the past three years. As Jess moves on to her next professional adventure, Jeff reflects on the connections she has built, her impact, and how she has carried our mission forward. Thank you for everything, Jess. In a workplace built around shared values and genuine care, it's never easy to say goodbye.   To learn more about Olivia's House, call (717) 699-1133 or visit: Website - https://www.oliviashouse.org/  YouTube - https://www.youtube.com/@OliviasHouse    WHAT YOU NEED TO KNOW (00:00) Episode introduction. (03:20) Jess joined the firm in 2022 as community outreach coordinator.  (05:56) Although she was happy in her non-profit job, Jess accepted Jeff's job offer because she liked the firm's mission—to help families.  (09:00) Jess has loved coordinating fun and educational events and helping clients see the value of the firm's work.   (10:57) Initially, her role was not clearly defined, but Jess shaped it into a successful position.  (13:43) Olivia's House is a grief and loss center for children. Jess's husband, K.C., and Jeff's wife, Whitney, have become good friends through their work with the organization.   (14:26) Jess worked at Olivia's House while in grad school. The organization depends heavily on well-trained volunteers.   (15:55) Whitney's ongoing involvement in Olivia's House is based on her desire to give back. (19:02) Olivia's House is always looking for volunteers and donations. The programs are free, so funding is needed to continue to provide support.   ABOUT BELLOMO & ASSOCIATES Jeffrey R. Bellomo, the founder of Bellomo & Associates, is a licensed and certified elder law attorney with a master's degree in taxation and a certificate in estate planning. He explains complex legal and financial topics in easy-to-understand language. Bellomo & Associates is committed to providing education so that what happened to the Bellomo family doesn't happen to your family. We conduct free workshops on estate planning, crisis planning, Medicaid planning, special needs planning, probate administration, and trust administration. Visit our website (https://bellomoassociates.com/) to learn more.   LINKS AND RESOURCES MENTIONED Bellomo & Associates workshops:https://bellomoassociates.com/workshops/ Life Care Planning The Three Secrets of Estate Planning Nuts & Bolts of Medicaid For more information, call us at (717) 845-5390. Connect with Bellomo & Associates on Social Media Tune in Saturdays at 7:30 a.m. Eastern to WSBA radio: https://www.newstalkwsba.com/ X (formerlyTwitter):https://twitter.com/bellomoassoc YouTube: https://www.youtube.com/user/BellomoAssociates Facebook:https://www.facebook.com/bellomoassociates Instagram:https://www.instagram.com/bellomoassociates/ LinkedIn:https://www.linkedin.com/in/bellomoandassociates WAYS TO WORK WITH JEFFREY BELLOMO Contact Us:https://bellomoassociates.com/contact/ Practice areas:https://bellomoassociates.com/practice-areas/    

5/1/25 • 24:00