The Red Wagon Estate Planning & Elder Law Show Podcast Por Jeffrey Bellomo arte de portada

The Red Wagon Estate Planning & Elder Law Show

The Red Wagon Estate Planning & Elder Law Show

De: Jeffrey Bellomo
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Hosted by Jeffrey Bellomo, Esq., CELA, LLM, and over 20 years of experience practicing in estate planning. We’ll discuss all things Estate Planning and Law. Our mission is to help educate so that what happened to the Bellomo family doesn’t happen to you. We hope to answer your most burning questions and support you with a solution to estate planning that works for you and your loved ones.2022 - 2025 Crianza y Familias Relaciones
Episodios
  • Senior Moves: Easing the Transition Out of Longtime Homes
    May 22 2025

    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/

    Más Menos
    27 m
  • Estate Planning Essentials: Why a Will Might Not Be Enough
    May 15 2025

    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/

    Más Menos
    30 m
  • Learn and Earn CEUs: Inside Our Free Multi-Professional Boot Camps
    May 8 2025

    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/

    Más Menos
    28 m
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