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.

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

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WAYS TO WORK WITH JEFFREY BELLOMO

Contact Us:https://bellomoassociates.com/contact/

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