The Red Wagon Estate Planning & Elder Law Show

You've worked hard to build wealth through real estate, but how do you protect your investment when it's time to sell? For most people, the tax law around capital gains is highly complex, and the implications can be downright paralyzing. Beyond significant capital gains tax, you may also owe on depreciable assets, a Medicare surcharge, and state taxes. What are the legal options to minimize the tax burden, and how do they fit into an estate plan?  Jeff sits down with Peter May, JD, LLM, CFP, and Ross Rubin, MBA, of DST Sherpa, LLC, to discuss a powerful—and often overlooked—exit strategy: the Delaware Statutory Trust (DST). As part of a 2004 Internal Revenue Service ruling, a DST lets an investor sell property, defer capital gains taxes through a 1031 Exchange, and transition to passive, hassle-free real estate ownership.  Learn more at https://www.dstsherpa.com/ or contact us to schedule an initial, no-cost consultation. Ross Rubin - ross@transformativenavigation.com  Peter May - peter@transformativenavigation.com.     WHAT YOU NEED TO KNOW (00:00) Episode introduction: Peter May and Ross Rubin of DST Sherpa, LLC (03:16) Creating a real estate exit strategy with a Delaware Statutory Trust (DST) (06:07) Where property investments and estate planning merge (07:49) How DST Sherpa was founded (10:04) The IRS and how a DST works as a 1031 Exchange Replacement Property (14:14) A DST for smaller, accredited investors (16:05) Investment real estate planning for a 1031 Exchange (18:08) Untangling partnership ownership before a sale (19:49) DST Sherpa offers initial consultation at no charge (22:28) The many layers of real estate tax can really add up (23:31) Using a DST when selling a business and its building  (24:56) How to contact Ross and Peter   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/    

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/    

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/    

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/        

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/    

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/      

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/    

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/    

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/    

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/    

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/    

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/    

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/          

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/    

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.  

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/      

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/    

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/    

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/      

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/