Shows
The Red Wagon Estate Planning & Elder Law ShowTomorrow Simplified: It's Better to Plan Than PanicLongtime 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...
2026-02-2621 minThe Red Wagon Estate Planning & Elder Law ShowTackling Tough Transitions: How Professional Coaching Can HelpJeff 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...
2026-02-1229 minThe Red Wagon Estate Planning & Elder Law ShowWorking it Off: Initiative Meets Opportunity at Bellomo and AssociatesJeff 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 peopl...
2026-01-2928 minThe Red Wagon Estate Planning & Elder Law ShowMoving, Meds, and Milkshakes: The Value of Life Care PlanningIt 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...
2026-01-1524 minThe Red Wagon Estate Planning & Elder Law ShowFamily Stories, Big Decisions, and the Heart Behind Bellomo & Associates - Part 2Jeffrey 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...
2026-01-0124 minThe Red Wagon Estate Planning & Elder Law ShowFamily Stories, Big Decisions, and the Heart Behind Bellomo & AssociatesThroughout 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...
2025-12-1827 minThe Red Wagon Estate Planning & Elder Law ShowYour Brain on Hearing Loss: Don't Wait to Get TestedEveryone 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...
2025-12-0426 minThe Red Wagon Estate Planning & Elder Law ShowCompassion in Action: Inside Our Life Care Planning TeamWhen 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 wi...
2025-11-2027 minThe Red Wagon Estate Planning & Elder Law ShowTrust, Truth, and Teamwork: Fighting for Families in the Age of MisinformationMarketing 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 DI...
2025-11-0629 minThe Red Wagon Estate Planning & Elder Law ShowMarriage Equality in Uncertain Times: What Same-Sex Couples Need to KnowDuring 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...
2025-10-2326 minThe Red Wagon Estate Planning & Elder Law ShowBehind the Professional Boot Camp: Designing a Day that DeliversJeffrey 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...
2025-10-0923 minThe Red Wagon Estate Planning & Elder Law ShowRealizing a Vision: The Evolution of Free Education at Bellomo & Associates and BeyondWhat 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...
2025-09-2529 minThe Red Wagon Estate Planning & Elder Law ShowFrom Guidance to GratitudeJoin 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...
2025-09-1127 minThe Red Wagon Estate Planning & Elder Law ShowCompassion and Connection: Providing Support for Dementia CaregiversJoin 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...
2025-08-2826 minThe Red Wagon Estate Planning & Elder Law ShowVA Disability Law: Advocating for Veterans at Home and AbroadJeffrey 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...
2025-08-1424 minThe Red Wagon Estate Planning & Elder Law ShowKinetic Wealth: Rethinking Reverse Mortgages for Retirement PlanningWhat 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...
2025-08-0727 minThe Red Wagon Estate Planning & Elder Law ShowFacing the Fear: Why We Avoid Estate Planning and How to Move ForwardWhat'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.
2025-07-3125 minThe Red Wagon Estate Planning & Elder Law ShowDon't Wait Until It's Too Late: How to Talk about Your Estate PlanEstate 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 ...
2025-07-2427 minThe Red Wagon Estate Planning & Elder Law ShowGinnie Kite Group Real Estate: Serving Seniors with Empathy and CompassionFor 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 d...
2025-07-1725 minThe Red Wagon Estate Planning & Elder Law ShowA Real-Life Lesson: How to Prepare an Executor for Loss of a ParentHow 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 h...
2025-07-0326 minThe Red Wagon Estate Planning & Elder Law ShowBuilding Bridges: Krista Warner Connects People and PurposeJoin 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 ...
2025-06-2625 minThe Red Wagon Estate Planning & Elder Law ShowA Step-by-Step Look at Probate in PennsylvaniaWhen 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 benefic...
2025-06-1929 minThe Red Wagon Estate Planning & Elder Law ShowA Whirlwind Weekend: Achievement, Community, and GratitudeFor 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, Ma...
2025-06-1227 minThe Red Wagon Estate Planning & Elder Law ShowFrom Diamonds to Real Estate Gems: Guiding Big Purchases and Emotional TransitionsJoin 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.
2025-05-2928 minThe Red Wagon Estate Planning & Elder Law ShowSenior Moves: Easing the Transition Out of Longtime HomesNavigating 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...
2025-05-2226 minThe Red Wagon Estate Planning & Elder Law ShowEstate Planning Essentials: Why a Will Might Not Be EnoughWhen 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...
2025-05-1529 minThe Red Wagon Estate Planning & Elder Law ShowLearn and Earn CEUs: Inside Our Free Multi-Professional Boot CampsAt 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 comm...
2025-05-0828 minThe Red Wagon Estate Planning & Elder Law ShowBittersweet: Reflecting on Relationships with Jessica DelpAt 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.
2025-05-0124 minThe Red Wagon Estate Planning & Elder Law ShowThe Big Transition: Selling Your Home is More than Just a MoveSelling a home usually means something big is happening—maybe it's a fresh start, a major transition, or closing one chapter to begin another. But for most people, selling a home can be overwhelming. That's where Kasey King comes in. She's the founder of Bodacious Properties, LLC, and she's built a business around helping people navigate all aspects of a real estate sale with ease, no matter their stage of life. Jeff talks with Kasey about her work, her influences, and how she and her team add value by handling the fine details and the hard work needed during a...
2025-04-2426 minThe Red Wagon Estate Planning & Elder Law ShowMyth Busting: Clearing Up Common Misconceptions in Estate PlanningWhen it comes to estate planning, there are a lot of half-truths, outdated advice, and persistent myths that can leave your family vulnerable. Join Jeff as he clarifies common misconceptions about wills, probate, powers of attorney, and trusts. Estate planning is far from a one-size-fits-all exercise. Multiple tools are available, and to be most effective, they should be strategically customized to each family's needs. WHAT YOU NEED TO KNOW (00:00) Episode introduction. (03:02) Myth #1 – A last will and testament is good enough. Truth – A will outlines what will happen to our asse...
2025-04-1726 minThe Red Wagon Estate Planning & Elder Law ShowA Perspective on Change: How to Avoid Anxiety When Faced with UncertaintyThings seem to be happening fast, and many people are worried about potential changes to tax laws and funding for programs on which they rely. Over time, Jeff has learned that talk of change does not always result in change. Because speculation can drive anxiety and poor decisions, often the best approach is to wait. If laws and programs do change, then meet with your professional advisor(s) and make decisions based on the most current and accurate information. WHAT YOU NEED TO KNOW (00:00) Episode introduction. (03:48) We anticipate changes in 2026 to...
2025-04-1026 minThe Red Wagon Estate Planning & Elder Law ShowSenior Living Done Right: The Country Meadows Commitment to Quality CareJeff is joined by Garrett and Angel from Country Meadows Retirement Communities for an important conversation about senior living—how providing a personalized approach to care and a comfortable home environment can make all the difference, and how it all starts with a passion for serving seniors. Their discussion offers a valuable perspective on what to look for and how to spot it when assessing retirement communities. Visit https://www.countrymeadows.com/ or call (717) 741-5118 and ask for Garrett or Angel to learn more or schedule a tour. WHAT YOU NEED TO...
2025-04-0327 minThe Red Wagon Estate Planning & Elder Law ShowComplete Senior Transitions: A One-Stop Solution to Changes in Senior LivingEmotions and stress often run high when it's time for seniors to move out of their lifelong homes. Understanding this, Pam Kovalewski and Paul Hayes established Complete Senior Transitions to reduce the work and anxiety for seniors when downsizing, moving, or aging in place. Pam and Paul also have an extensive network of vetted professionals who extend their services into other areas of senior living for a comprehensive and hassle-free experience from start to finish. Learn more by calling 717-502-2507 or visit https://completeseniortransitions.com/ Radio show: Smart Seniors WHYF (AM 720) - Saturdays at 2:30...
2025-03-2727 minThe Red Wagon Estate Planning & Elder Law ShowInside Legend of Lancaster: A Place to Call HomeJeff speaks with Sarah Bucher, a team member at Legend of Lancaster, an exceptional assisted living, personal care, and memory care community. Their personal care and memory care services—including personal care needs, medical needs, medication assistance, and memory support—vary from person to person depending on what each individual wants and needs. The team at Legend of Lancaster ensures that their residents are well cared for and that their staff members are experienced and meet the organization's high standards. Join us for a look inside this special community that provides residents with assistance and support in the...
2025-03-2028 minThe Red Wagon Estate Planning & Elder Law ShowYour Family and Your Future: Who Decides the Important Things?It's natural for people to rely on professionals when it comes to complex subjects like finance, taxes, and estate planning and elder law. However, professionals can leave a client feeling overwhelmed or unsure by giving advice that the client doesn't fully understand. So, the client lets the professionals make decisions for them. As a result, many clients agree to critical planning mistakes based on well-intentioned but misguided advice. Jeff and the team at Bellomo & Associates believe you should be the one making key planning decisions because no one understands your circumstances and your goals better than you...
2025-03-1329 minThe Red Wagon Estate Planning & Elder Law ShowWhen Tragedy Strikes: Planning Can Protect Your Family and FinancesAre your affairs in order? Recent aviation disasters and the devastating wildfires in California are stark reminders that our lives can change instantly. No one wants to dwell on worst-case scenarios, but having a plan can provide peace of mind and protect your legacy and your loved ones if tragedy strikes. Jeff shares practical steps you can take to prepare for the unexpected—from creating an estate plan to deciding on funeral arrangements and the distribution of meaningful family heirlooms. Not all pre-death planning requires a lawyer, but documenting and communicating clear wishes and intentions can ensure th...
2025-03-0627 minThe Red Wagon Estate Planning & Elder Law ShowAsset Protection After Death: How to Avoid Probate the Smart WayYou may have been told by family, friends, or even your financial planner that you should avoid the probate process by adding a joint owner to your financial accounts and/or by designating a beneficiary for your assets. But be aware. While you save upfront costs, you lose control of your assets and open your family to unintended consequences, which can be much more costly in the long run. There is a better way to avoid probate. We encourage you to share this discussion with the people in your life so that everyone understands the smart alternatives...
2025-02-2025 minThe Red Wagon Estate Planning & Elder Law ShowWhat's in a Name? Special Needs Trusts v. Supplemental Needs TrustsAt Bellomo & Associates, we are committed to client education. In this episode, Jeff discusses the differences between a Special Needs Trust and a Supplemental Needs Trust as part of that commitment. Our Special Needs Workshop offers another opportunity to learn these key concepts. Our Estate Planning Workshop focuses on pre-planning activities such as Wills, Powers of Attorney, Asset Protection Trusts, etc. If you or a loved one will need skilled care in the next six months to a year, our Medicaid Workshop would probably best serve you. The Life Care Planning Workshop allows...
2025-02-0626 minThe Red Wagon Estate Planning & Elder Law ShowCelebrating 100 Episodes and a Lasting Friendship with Dr. James KabrhelJames Kabrhel, Ph.D., and Jeff Bellomo were college roommates more than 20 years ago and have remained good friends ever since. Today, Jim is an associate professor of chemistry at the University of Wisconsin–Green Bay. Jim and Jeff reflect on the importance of mentors, relationships, hard work, finding the right environment, and playing to your strengths. Check out Jim's science podcast: Baloney Detection with Dr. K. WHAT YOU NEED TO KNOW (00:00) Episode introduction. (02:35) Raised in East Stroudsburg, Jim found a home away from home at Juniata Co...
2025-01-2329 minThe Red Wagon Estate Planning & Elder Law ShowPlanning that Protects Your Family: Attend the Free Workshop Best for YouThe focus on client education at Bellomo & Associates stems from Jeff's commitment to ensuring that what happened to his family doesn't happen to yours. When Jeff Bellomo was a law student and his mother was ill, the family needed information about care options and how to pay for them, but help was nowhere to be found. Today, the free workshops offered by Bellomo & Associates set the standard for education in estate planning, crisis Medicaid planning, life care planning, special needs trust planning, and probate and trust administration. You can never have too much knowledge, education, or information...
2025-01-0930 minThe Red Wagon Estate Planning & Elder Law ShowProtect Your Home and Your Future: The Surprising Benefits of a Grantor TrustPutting your house in a trust has many benefits—from financial savings to peace of mind. You can continue to live in the home and control the property. You can avoid the capital gains tax, the 2% transfer tax, and the inheritance tax while still qualifying for the homestead exemption and the Clean and Green tax benefit. And, of course, a trust protects your assets to pass the wealth to your loved ones. In this discussion, Jeff Bellomo—an experienced estate planning and elder law attorney with a master's degree in taxation—explains planning techniques for estate...
2024-12-2622 minThe Red Wagon Estate Planning & Elder Law ShowEstate and Gift Tax Essentials: Preparing for 2025 and BeyondAs we look to 2025, Jeff shares Pennsylvania's updated estate and gift tax numbers. We invite you to attend our free Medicaid workshop to understand how these numbers can affect your Medicaid eligibility. This is also a good time to emphasize the importance of planning for your family's financial future. Be sure to choose a law firm with experienced and licensed attorneys in estate planning and elder law. Jeff offers tips on how to find professionals that are right for you. Register for our free workshops: https://bellomoassociates.com/workshops/ WHAT YOU...
2024-12-1230 minThe Red Wagon Estate Planning & Elder Law ShowGrateful for Your Estate Planning Questions: Your Essentials AnsweredWe get great questions from our clients and others daily, so we've put together a potpourri of questions and answers about estate planning. We believe education is the key to making smart decisions, and we are here to help. Check out our website to learn more about our free educational workshops. Thank you for sending in your questions—keep them coming! Jeff is happy to explain and break things down to make The Red Wagon Estate Planning and Elder Law Show as helpful and relevant as possible. WHAT YOU NEED TO KNOW
2024-11-2825 minThe Red Wagon Estate Planning & Elder Law ShowDivorce, Remarriage, and Blended Families: Protecting Your AssetsDivorce can significantly impact your estate plans, so knowing how to update your documents and beneficiary designations is essential. Jeff discusses the key steps to take after a divorce. He guides us through important topics like updating your full inventory of estate planning documents, protecting assets for children from previous marriages, ensuring the financial future of blended families, and preparing for long-term care as you age. This practical advice will help you safeguard your medical and financial plans as life circumstances change after divorce. WHAT YOU NEED TO KNOW (00:00) Episode introduction. (02:33...
2024-11-1428 minThe Red Wagon Estate Planning & Elder Law ShowSpecial Needs Planning: Protect Your Benefits, Protect Your FamilyIn response to listener requests, Jeff explains financial planning options for individuals with special needs. In addition to common estate planning tools, you'll learn about third-party and first-party special needs trusts, pooled trusts, and ABLE accounts. These strategies can help safeguard governmental benefits and create long-term financial stability for your disabled loved one. WHAT YOU NEED TO KNOW (00:00) Episode introduction. (02:35) A common estate plan can include a financial power of attorney (PoA), a medical PoA, a living will, and a last will and testament. (03:42) A...
2024-10-3130 minThe Red Wagon Estate Planning & Elder Law ShowBuilding Trust, Building Relationships: Pam Witwer of Lancaster PA NotaryWhen Pam Witwer started her business, Lancaster PA Notary, she sought an attorney to act as a strategic partner. After some stealth vetting of Bellomo & Associates, she knew she had found a team with a stellar reputation that shared her values and commitment to customer service. Pam travels to seniors in the community to provide notary services at their locations. Her work is not limited to seniors and estate planning; she is trained in mortgage loan closings, international document authentication, and other areas. The collaboration between Pam Witwer and Bellomo & Associates is so highly valued...
2024-10-1723 minThe Red Wagon Estate Planning & Elder Law ShowPlanning Pitfalls: These Lesser-Known Factors Could Affect Your Medicaid EligibilityChristine Oyler, Services Planning Coordinator at Bellomo & Associates, is the firm's Medicaid team member. Since 2016, Christine has used her nursing experience and Medicaid knowledge to help clients better understand the Medicaid system and make the best choices for themselves and their families. As part of this work, she sits down with Jeff to discuss some of the lesser-known factors that can affect your asset protection strategy and Medicaid eligibility. WHAT YOU NEED TO KNOW (00:00) Episode introduction. (03:15) A "529 account" helps people save for educational expenses. However, a 529 account...
2024-10-0330 minThe Red Wagon Estate Planning & Elder Law ShowProtecting Your Assets: A Detailed Look at Trusts, Q & A Part 1We're thrilled by the level of engagement we see in our clients and podcast listeners. Your questions are always welcome because understanding the concepts in estate planning and elder law helps you make the best decisions for you and your family. Lately, we've received a lot of inquiries about trusts so we will dedicate two episodes to a deep dive into asset protection trusts. If you're a regular listener, you have the foundational knowledge to follow along with this in-depth discussion. However, if you're new to our podcast, we recommend starting with our earlier episodes that cover...
2024-09-0528 minThe Red Wagon Estate Planning & Elder Law ShowUnderstanding Guardianship: Legal Challenges for Families with Special Needs and Aging Loved OnesCarolyn (Carrie) Pugh is an attorney with Bellomo & Associates. In addition to elder law and estate planning, she is experienced in family law, custody conciliation, Social Security disability, and other areas that make her the perfect person to sit down with Jeff and answer your questions about the legal guardianship process. WHAT YOU NEED TO KNOW (00:00) Episode introduction. (02:40) In Pennsylvania, pursuing guardianship requires a court proceeding where a judge must determine whether a person is incapacitated and whether to name someone to be that person's guardian. (03:17) Often, a guardianship...
2024-08-2228 minThe Red Wagon Estate Planning & Elder Law ShowSupporting Caregivers and People with Dementia: The Alzheimer's Association of Greater PennsylvaniaFran Gibbons is the senior director of development for the Greater Pennsylvania Chapter of the Alzheimer's Association. The organization serves western, central, and northeastern Pennsylvania, helping people with Alzheimer's disease and all other dementias. Fran's fundraising efforts provide support groups and educational resources while advancing crucial research and public policy initiatives. The Walk to End Alzheimer's® is the world's largest event to raise awareness and funds for Alzheimer's care. Visit the chapter's website to sign up as an individual walker or part of a team. You will also find other virtual and in-person events, helpful caregiver resources, a...
2024-08-0822 minThe Red Wagon Estate Planning & Elder Law ShowMore than Money: Josh Hummer's Innovative Approach to Estate PlanningJoshua Hummer found that he had a passion for helping people with the intricacies of elder law and estate planning. However, he soon noticed a recurring issue among his clients. While his work fulfilled their needs for wills and trusts, it did not address their deeper concerns about family relationships and values. Recognizing this, Josh developed ways to use estate planning to help his clients strengthen their relationships and add extra meaning to their legacies. Josh's firm, Relational Estate Planning and Elder Law, is an innovative legal practice with two locations in Northern Virginia. He has co-authored...
2024-07-2529 minThe Red Wagon Estate Planning & Elder Law ShowJay Metzbower: Applying a Civil Servant's Heart to the Practice of Elder Law and Estate PlanningJay Metzbower, Jr., is an attorney at Bellomo & Associates. After 10+ years in civil service, Jay decided to change careers and poured his dedication to community service into his education and the practice of elder law and estate planning. He can often be found leading one of Bellomo's many workshops or discussing with his colleagues the latest laws, regulations, and best practices in the field. Jay has two young sons, a penchant for motorcycles, and loyalty to the Baltimore Orioles and Ravens. His mission is to provide his clients the same experience he would want for his family.
2024-07-1130 minThe Red Wagon Estate Planning & Elder Law ShowBuilding Bonds Beyond Business with Client Relationship Manager Amber RiveraJeff Bellomo has a knack for finding talent outside normal avenues. And so it was when Amber Rivera waited on Jeff's table during lunch over ten years ago. Since then, Amber has been a key player at Bellomo & Associates. As client relationship manager, she exemplifies the very best of customer service ideals. She guides her clients and supports her teammates with competence, empathy, and professionalism. As a result, her relationships reflect her compassionate nature and the strong bonds she forms with others. What You Need to Know (00:00) Podcast introduction. (06:17) Amber believes...
2024-06-2728 minThe Red Wagon Estate Planning & Elder Law ShowLancaster Downtowners: A Creative Approach to Aging at HomeToday, many seniors live longer—often farther away from family—and want to avoid continuing care retirement communities (CCRC). They'd rather age at home in familiar surroundings. But, aging at home usually requires some degree of assistance, which can be difficult to find. Jeff's guest, Melissa Ressler, is the executive director of Lancaster Downtowners, a special and creative membership-based group that enables seniors to age at home. Learn more at www.lancasterdowntowners.org or follow on Facebook at https://www.facebook.com/lancasterdowntowners/. You can reach Melissa directly at (717) 584-1224. WHAT YOU NEED TO K...
2024-06-1327 minThe Red Wagon Estate Planning & Elder Law ShowCommon Questions: Clearing Up Confusion in Estate Planning, Elder Law, and Asset ProtectionJeff answers some questions that have been coming up in our conference rooms, workshops, and elsewhere. Generally, if a couple of people ask the same question, then we know that other people are thinking it, too. And, since we're dedicated to education here at Bellomo & Associates, we like to jump in right away and clear up any confusion that might be out there. We want everyone to understand the tactics we recommend—and why we recommend them—for estate planning, elder law, and asset protection. What You Need to Know (00:00) Podcast introduction. (02:3...
2024-05-3030 minThe Red Wagon Estate Planning & Elder Law ShowFrom Youth Advocacy to Elder Law: Carrie Pugh Connects with CommunityCarolyn (Carrie) Pugh brings a breadth of knowledge and a team-oriented attitude to Bellomo & Associates. In addition to her work in elder law and estate planning, she has extensive experience in family law, youth advocacy, and Social Security disability, among other disciplines. She loves people and helping others, but animals figure prominently in her life as well. Carrie studied animal science at Penn State before receiving her degree from Dickinson Law. She is active in her local community and, as you will hear, greatly values the community she has found at Bellomo & Associates. What You...
2024-05-1630 minThe Red Wagon Estate Planning & Elder Law ShowLegal Legacies and Four-Legged Friends: A Conversation with Susan HunterJeff welcomes retired attorney and businessperson Susan Hunter. Before developing a state-of-the-art indoor dog park and boarding-grooming-training facility in Nevada, Susan ran a successful elder law firm in Indiana. Back then, Susan and Jeff took time from their practices to co-teach a systematized approach of practice to elder law, estate planning, and asset protection attorneys. Through their work as Lawyers with Purpose® members, Susan and Jeff significantly contributed to what is now a nationwide network of highly skilled and effective estate and elder law attorneys. BARK! Canine Club & Resort: Call (702) 306-6146 or visit https://barkcanineclub.com/
2024-05-0230 minThe Red Wagon Estate Planning & Elder Law ShowTanglewood Life Coaching: Clearing the Brush to Reveal the Best in UsJeff's guest is Julie Cassaday, a certified life coach and Level II Reiki Healer, whose unique approach to personal development and empowerment has transformed lives. Julie helps individuals reveal the best of themselves by untangling the obstacles to their goals. In addition to private coaching and Reiki, her work extends to communication and organizational training in workshops, webinars, and retreats. Her dynamic presence makes her a favorite keynote speaker with groups of all kinds and sizes. With a distinctive set of skills and a gift for connecting with others, Julie also is a passionate advocate for caregivers, an underserved...
2024-04-1826 minThe Red Wagon Estate Planning & Elder Law ShowAssisted Living Locators: Managing the Maze of Senior Living OptionsFinding the right senior living community for yourself or a family member can be overwhelming, emotional, and time-consuming. Assisted Living Locators is a nationwide network that helps seniors find the community that best meets their needs. Rick Campomizzi, owner of the local Harrisburg-based office, provides free, personalized service and expert guidance through what can be a maze of confusing options. To learn more, call Rick at (717) 802-1074, email rickc@assistedlivinglocators.com, or visit https://assistedlivinglocators.com/harrisburg. What You Need to Know (00:00) Episode introduction. (03:52) Rick is familiar with a...
2024-04-0428 minThe Red Wagon Estate Planning & Elder Law ShowNumbers and More for 2024: IRS Rulings, Tax Info, and Medicaid UpdatesIt's that time of year when Jeff provides the newest and most applicable IRS and Medicaid numbers for tax and estate planning purposes. Many of these numbers are discussed in our free, educational workshops. Jeff also likes to review them here along with related questions we get from our clients. WHAT YOU NEED TO KNOW (00:00) Episode introduction. (05:50) The federal estate tax limit is now $13.61 million per person or $27.22 MM for a married couple. (09:14) The annual exclusion gift is set at $18,000 per person per recipient per year. Ask...
2024-03-2128 minThe Red Wagon Estate Planning & Elder Law ShowFamous Figures, Part 2: What We Can Learn from Celebrity Estate PlansThis is the 2nd part of our examination of celebrity estate plans. Using the real-life stories of some of entertainment's most famous figures, Jeff teaches us valuable lessons that can be applied to our own situations. What You Need to Know (00:00) Episode introduction. (02:56) Singer Whitney Houston created a will in 1993. She died 19 years later with the same will in place. The lesson: Keep your will up to date. Be careful about passing large sums of unprotected money to young people. (07:39) Attorney Robert Kardashian—part of OJ Simpson's defense team an...
2024-03-0730 minThe Red Wagon Estate Planning & Elder Law ShowFamous Figures: What We Can Learn from Celebrity Estate PlansIt might not seem like it, but celebrities are people, too. Their estate plans prove that, just like us, some are forward-thinking and prepared while others fail to protect their assets. Jeff uses the stories of some of the wealthiest and most fascinating figures in entertainment and sports to teach us valuable lessons in estate planning because our legacies matter, too! What You Need to Know (00) Episode introduction. (07:04) Elvis Presley established a trust for his daughter, Lisa Marie. The trust dissolved when she turned 25 and that made the assets vulnerable. The...
2024-02-2229 minThe Red Wagon Estate Planning & Elder Law ShowInside Probate: Tips from Cathy Montague's 37 Years in the FieldJeff "inherited" probate paralegal Cathy Montague two years ago when Bellomo acquired a small elder law firm from a retiring attorney. It didn't take long for Jeff and the team to recognize Cathy's experience and value. And it didn't take long for Cathy to embrace her new environment and colleagues. Cathy sits down with Jeff to reflect on her long and impressive career. They discuss how sole ownership and probate can be a good financial planning strategy. Then Cathy shares what she has learned about dealing with families experiencing heightened stress and emotion in the wake of...
2024-02-0828 minThe Red Wagon Estate Planning & Elder Law ShowBeyond Numbers: A Client-Centric Approach to Financial Planning with Wade WilliamsJeff welcomes Wade Williams from Integrity Wealth Strategies. With tax, audit, and real estate experience under his belt, Wade found his real passion was helping others as a financial advisor. Jeff and Wade discuss investment management and the process of starting up with an advisor. They also highlight the value of expertise and a client-centric model for legal and financial services. Jeff and Wade round out the discussion with personal reflections on living with purpose, parenting, and values. Jeff also announces a fun, listener-requested enhancement to future podcast episodes! Wade Williams has clients across the...
2024-01-2529 minThe Red Wagon Estate Planning & Elder Law ShowUnlocking Business Leadership Potential: The Keys to Growth with Executive Coach and Mentor Mark SussmanJeff welcomes Mark Sussman from Strategic Business Group. Mark is an executive coach, mentor, and family business advisor. He helps leaders widen their perspective on their business, formulate plans to achieve their goals and monitor their progress. Being in charge can be lonely, so Mark also runs a peer advisory group for CEOs and owners. The Small Business Forum is a collaborative and non-competitive environment where members can provide support and learn from each other. If you are a leader interested in growing your business—especially if you're navigating decision-making with little, if any, high-level su...
2024-01-1121 minThe Red Wagon Estate Planning & Elder Law ShowWhat You Should Know about Elder Care Advocacy with Meg MotterJeffrey Bellomo is joined by Meg Motter, Life Care Planning Coordinator at Bellomo & Associates. As an experienced, licensed social worker, Meg provides personalized support for elderly individuals dealing with various challenges related to aging, health, and living arrangements. Meg and Jeff share stories of commitment, personal connections, and the critical role of advocacy in health care. It's an eye-opening look at just one aspect of service that differentiates this law firm. What You Need to Know (02:42) At 16, Meg decided to pursue social work when she cared for an elderly relative. She...
2023-12-2830 minThe Red Wagon Estate Planning & Elder Law ShowFrom Personal Injury to Parenting Prodigies: Meet Craig MilstenJeff is joined today by Craig Milsten. Craig has worked as an assistant District Attorney and the head of litigation at a large general practice law firm. For the last 18 years, he has been with Katherman Briggs & Greenberg (KBG) Injury Law. Craig is an experienced trial attorney and specializes in personal injury claims. Both Craig and Jeff have teenagers who are exceptional performers and musicians. York's music community—especially the York Symphony and the Youth Symphony—have greatly influenced their children's musical development. You won't want to miss this discussion, which includes the remarkable musical journey of Crai...
2023-12-1428 minThe Red Wagon Estate Planning & Elder Law ShowKnow the Risks of Gifting Money, Unwrap Peace of Mind InsteadWith the holidays upon us, you might be tempted to gift large sums of money to your children. But Jeff warns against this seemingly generous practice because gifting money and/or assets carries real and potential risks, including loss of control, severe tax implications, and inability to pay for long-term care. Jeff recommends a more thoughtful and lasting gesture—give peace of mind. Do the things that will serve your children best in the long run. Make sure that your affairs are in order. Have your powers of attorney in place. Pre-plan your funeral. Set up a tr...
2023-11-2326 minThe Red Wagon Estate Planning & Elder Law ShowReflecting on Universal Truths: Jeff's Advice to His Younger SelfJeff reflects on his many years as an attorney and shares the advice he would give himself as a young lawyer. As it turns out, his advice consists of universal truths: think differently; keep learning and growing; be clear, consistent, and honest in your communications; accept that people need to make their own decisions in their own time; nurture and value your relationships; and, most of all, cherish your loved ones and tell them how you feel. What You Need to Know (02:22) Traditional client management and billing practices leave a lot to be de...
2023-10-2625 minThe Red Wagon Estate Planning & Elder Law ShowDon't Gamble with Your Legacy: Choosing the Right Professionals for Elder Law and Estate PlanningJeff answers another set of commonly asked questions in this last part of our series. But keep your questions coming! Along with guest interviews and deep dives into special topics, we will continue to address your questions periodically. And, of course, we're happy to assist you in our workshops, meetings, and all of the ways we interact. What You Need to Know (02:20) What if I suspect that an elderly neighbor or a loved one is being abused? Call the police if someone is in immediate danger. If the situation...
2023-10-1925 minThe Red Wagon Estate Planning & Elder Law ShowCracking the Code: Estate Planning FAQs UnveiledAs we continue our series, Jeff discusses several misconceptions that surround elder law, asset protection, and estate planning. These questions apply to everyone, regardless of financial status. Whether he's talking about basic wills, different types of trusts, or the significance of the red wagon, Jeff uses relatable examples to make the concepts easy to understand. With that clarity comes the realization that proper planning is essential to ensure that you are taken care of and that you leave a lasting legacy for your loved ones. What You Need to Know (01:41) Is a simple wil...
2023-10-1225 minThe Red Wagon Estate Planning & Elder Law ShowCommonly Asked Questions: Don't Wait to Protect Your AssetsIn this first part of our series that addresses some commonly asked questions, Jeff highlights the importance of proper planning for asset protection, regardless of age, and describes the expertise needed to effectively serve clients in this highly specialized area of the law. In addition to protecting your assets, it's about securing your financial legacy and ensuring that your loved ones receive the benefits you intend, even in the face of unexpected life events. What You Need to Know (01:31) What is elder law? Elder law is asset protection law—and it's for e...
2023-10-0527 minThe Red Wagon Estate Planning & Elder Law ShowLegacy Guardians: Navigating Estate Administration with Dana Wieseman"I believe it's my job and my purpose to assist in all matters and to eliminate any unnecessary stress during this emotional time, and to make the process as easy as possible." That is from Dana Wieseman, Estate Administration Paralegal at Bellomo & Associates. It's easy to see Dana's commitment and compassion for clients as she discusses her extensive experience in estate administration. Jeff and Dana talk about the relationships she has formed with families, helping clients during emotionally difficult times, and what people can expect from the probate process. What You Need to Know (02:46) After graduation with...
2023-09-2820 minThe Red Wagon Estate Planning & Elder Law ShowHealing Hearts: How Olivia's House Supports Grieving FamiliesJeff talks with K.C. Delp and Julia Dunn, M.Ed., LPC, of Olivia's House, a non-profit organization dedicated to providing no-cost grief and loss support for children and families. Olivia's House has an unmatched reputation with its proven program model, incredible volunteers, and tremendous support from the community. In addition to providing support after the death of a loved one, the team can help a family cope with a terminal illness diagnosis or even a chronic illness. Families will learn to navigate difficult conversations and emotions. Listeners are encouraged to explore volunteer opportunities, make...
2023-09-2132 minThe Red Wagon Estate Planning & Elder Law ShowMaximize Your Mortgage: Integrating Your Mortgage into Your Estate PlanKen Pitts is co-owner of First Choice Mortgage Advisors, a mortgage broker in Media, PA, just outside Philadelphia. Ken's team of highly skilled loan specialists takes the time to understand and develop the best option for each borrower's unique goals and needs. Jeff and Ken discuss various aspects of home financing and how different options and considerations can enhance your estate plan. Ken explains reverse mortgages, debt consolidation, all-in-one loans, and the factors influencing mortgage rates. You'll appreciate his insight based on the market trends he's seeing in today's unusually complex environment. First Choice Mortgage Ad...
2023-09-1426 minThe Red Wagon Estate Planning & Elder Law ShowCraft Your Retirement Roadmap with Stonehenge Advisor GroupSean Crowley is the owner and founder of Stonehenge Advisor Group, a full-service financial consulting firm specializing in Social Security maximization and retirement income planning. The firm also provides product-agnostic services for health, life, and disability insurance, Medicare and Medicaid insurance, prescription insurance, and other programs. The Stonehenge Advisor Group has a strong, vetted network of CPAs, estate planning, and elder law attorneys to assist its individual clients and small business owners with more advanced planning matters. Based in Collegeville, PA, the firm is licensed in 13 states, including PA, NJ, DE, and MD. ...
2023-09-0724 minThe Red Wagon Estate Planning & Elder Law ShowBackstay Digital: Providing Practical Solutions that Elevate Businesses OnlineJeff's guest is Matt Halperin, the founder of Backstay Digital, an innovative company specializing in website design and development along with cross-platform solutions. On the cross-platform side, Backstay Digital works with clients to develop apps and build minimal viable products that attract investors. The team also works with a wide range of companies to create user-friendly websites and apps that capture the value of the clients' services. The firm's sweet spot is building solution-based websites for those in professional service areas (e.g., doctors, lawyers, and accountants). Whether it's creating better customer experiences or streamlining...
2023-08-3119 minThe Red Wagon Estate Planning & Elder Law ShowMastering Wealth Transfer: Coordinate Your Assets for an Effective Estate PlanThere are four ways to transfer assets to your loved ones: joint ownership, sole ownership, sole ownership with beneficiary designations, and via a trust. Depending on your situation, you could use one or more of these methods. It is vitally important, however, that you treat the four methods as related elements in an overarching estate plan. Jeff takes you through the proper use cases and tax implications of each wealth transfer method. He issues a reminder that family members with special needs require unique consideration within the overall estate plan. And, he encourages you to review your...
2023-08-2427 minThe Red Wagon Estate Planning & Elder Law ShowOur Revolutionary Estate Planning Process: Protect Your Future with Bellomo & AssociatesThe team at Bellomo & Associates is passionate about providing education and empowering your family with the knowledge you need to make informed estate planning and elder care decisions. Our educational workshops and updated service model are revolutionizing estate planning practices all across the country. The Three Secrets Workshop explains how to protect your family's legacy and why planning for health care costs and long-term care is essential. Our Red Wagon Club offers ongoing support and assistance. And, using our combined estate planning and tax management expertise, we can set up an innovative Roth Alike Trust to protect...
2023-08-1028 minThe Red Wagon Estate Planning & Elder Law ShowBenefits Unlocked: Mastering Medicare and Medicaid for Your FutureWe've been getting a lot of questions about the differences between Medicare and Medicaid. It's important to understand the distinctions so that you can make the most of the benefits that are available to you. Our free workshops provide in-depth educational opportunities, and we encourage you to sign up at our website—both in-person and online learning are offered. Until then, take advantage of Jeff's easy-to-understand explanations of Medicare and Medicaid as he clarifies misconceptions about these programs and describes how to protect your assets while also ensuring essential health care. What You Ne...
2023-08-0327 minThe Red Wagon Estate Planning & Elder Law ShowEstate Planning for Grandparents: The Best Way to Pass Down Your AssetsPeople often think that they should transfer their assets directly to their grandchildren (or children) to avoid inheritance tax. Jeff explains why signing over assets to someone else can present serious risks to a family's financial health. He suggests using a trust instead so that you can ensure that your wealth will be there for your children and grandchildren when needed. As with all the education provided by Jeff and the team at Bellomo & Associates, we're confident that a solid understanding of this topic will help you make smart decisions that safeguard your future and that of...
2023-07-2728 minThe Red Wagon Estate Planning & Elder Law ShowMyth Busting the Recent IRS Revenue Ruling on IDGTs: What You Need to KnowA recent revenue ruling by the IRS has caused some confusion. The ruling applies to "intentionally defective grantor trusts" or IDGTs. Bellomo & Associates does not use IDGTs. Instead, the firm uses "irrevocable grantor trusts" or "pure grantor trusts." The IRS ruling does NOT apply to these types of trusts. We are committed to using strategies that are based on trusted and legitimate tax and legal principles and we're pleased to help you understand the complexities of estate planning so that you can make informed choices based on your unique circumstances. What You Need to Kn...
2023-07-2027 minThe Red Wagon Estate Planning & Elder Law ShowNavigating the Legal Minefield: The Risks of DIY Estate PlanningAre you aware of the significant risks in using do-it-yourself legal kits and non-attorneys or non-specialist attorneys for estate planning? Each state has its own rules for preparing wills, powers of attorney, advanced health care directives, etc. Standard forms sold nationwide simply cannot meet all the different requirements of different states—and that can have devastating consequences for your health care and financial interests. But DIY kits are only part of the problem. There are many reasons why it is best to invest in a certified elder law attorney specializing in estate planning so that yo...
2023-07-1329 minThe Red Wagon Estate Planning & Elder Law ShowEmpowered at 18: Balancing Autonomy and Support in AdulthoodCongratulations! You just turned 18. You are an adult now, well, legally speaking. Your parents can no longer gain access to your financial information or make medical decisions for you. But before you celebrate your newfound independence, here is something to consider. What if you need help? When you turn 18, it's important that you authorize someone—most likely your parents—to stand in for you and make decisions on your behalf if you are unable to do so for yourself. The smart thing is to get a financial power of attorney and a health care power of attorney with...
2023-07-0627 minThe Red Wagon Estate Planning & Elder Law ShowDave Miller of Miller Insurance GroupDave Miller of the Miller Insurance Group (MIG) offers expert guidance and a sincere commitment to helping people navigate the complexities of Medicare insurance services. In addition to prioritizing his clients with personalized service and support, Dave makes sure that they understand their plan and its ability to meet their needs. As a U.S. Army veteran, Dave also is dedicated to extending the company's impact by employing disabled veterans and supporting charitable organizations, including Global Aid Network and MS FitEffect. What You Need to Know (02:12) Dave loves meeting with people...
2023-06-2924 minThe Red Wagon Estate Planning & Elder Law ShowAnthony Billet of abSketchesAnthony Billet's love for art and architecture led him to start abSketches in 2009. The visual marketing agency began by creating renderings and models of things that don't yet exist to help clients show possibilities to potential investors. Over time, abSketches has evolved its techniques and scope to include a blend of sophisticated visual media by a growing team of expert individuals dedicated to collaboration and excellence. Based in York, PA, abSketches was instrumental in the local renovation of The Yorktowne Hotel, but most of the agency's clients are architects, developers, and engineers in larger U.S. cities...
2023-06-2217 minThe Red Wagon Estate Planning & Elder Law ShowLiving a Creative Life with Emily DuncanIt's not easy to quickly summarize the professional life of Jeff's guest, Emily Duncan. She double majored at the University of Iowa where she completed studies in the acclaimed Undergraduate Creative Writing Program while also earning a bachelor's degree in music. Next came Juilliard and a Master of Music degree. Her musical performances since then are extensive and varied, including recent gigs at Lincoln Center and the Met Gala. Based in New York City, Emily often can be found performing contemporary works of living composers. She also has credits as a sound designer, engineer, music supervisor, consultant...
2023-06-1527 minThe Red Wagon Estate Planning & Elder Law ShowFinding Success with Dave Romeo of the Romeo NetworkDave Romeo is an author and founder of the Romeo Network, a cohort of specialists in the areas of sales, leadership, personal growth, customer satisfaction, and goal setting. Using his gift for storytelling, Dave has evolved into an expert coach with a nationwide reach and reputation that have positioned him as a leader in the field. In addition to his live seminars, Dave offers premium content via the Romeo Network Online Learning courses, which enable attendees to develop valuable, real-world business skills at their pace, on their schedule, and at their location. In his sit-down with Jeff...
2023-06-0828 minThe Red Wagon Estate Planning & Elder Law ShowMeet "Bronx Attorney" Will ForeroWill Forero is known as the "Bronx Attorney." As a paralegal, Will worked closely with plaintiffs and their children who had suffered the devastating effects of lead poisoning due to negligent landlords. This experience prompted him to pursue a JD from St. John's University School of Law and commit to fighting powerful organizations on behalf of those in need. Today, Will has experience in several practice areas, but primarily specializes in personal injury cases as a litigation lawyer with Pryor Law. He is licensed to practice in NY, NJ, and the SDNY Federal Court. Among other topics...
2023-06-0125 minThe Red Wagon Estate Planning & Elder Law ShowIt's Never Too Late, with Amber Hinds of AshberAmber Hinds is owner of AshBer, an independent insurance agency specializing in Medicaid-compliant annuities and long-term care (LTC) insurance solutions. Ashber partners with attorneys and financial advisors across the country, helping them get their clients eligible for Medicaid and LTC by offering strategies for asset protection whether the client is in the preplanning stage or a crisis scenario. Amber studied finance in college, graduating magna cum laude, and realized during an internship that few companies offered Medicaid planning. The need for this service and the opportunity to help people motivated her to create a special career path...
2023-05-2521 minThe Red Wagon Estate Planning & Elder Law ShowMeet Jessica Delp, Community Outreach Coordinator at Bellomo & AssociatesJessica (Jess) Delp, Community Outreach Coordinator at Bellomo & Associates, gained extensive experience in the non-profit sector prior to joining Bellomo & Associates. Her outgoing personality and involvement with Girl Scouts, Big Brothers Big Sisters, Olivia's House, and other organizations make her the perfect fit for community outreach. In this role, Jess is out in the community meeting people, connecting, and networking with financial and healthcare professionals and others to educate them about the firm's services. She also coordinates special events for the team, the Red Wagon Club, and members of the community—everything from downsizing workshops and fundraisers to...
2023-05-1829 minThe Red Wagon Estate Planning & Elder Law ShowMeet Jennah Motter, Director of Operations, at Bellomo & AssociatesJeff's guest is Jennah Motter, Director of Operations, at Bellomo & Associates. Jeff and Jennah met when she taught his daughter's dance class. Back then, Jeff saw something special in Jennah and hired her. In 2017, she started out with the firm by scanning documents and compiling binders for clients. Over time, she gained valuable on-the-job experience and proved herself playing a variety of roles at Bellomo. Now, as Jeff's "right-hand man," she runs the day-to-day operation. While working at Bellomo & Associates, Jennah was able to use her dance background to score a position as a Baltimore...
2023-05-1126 minThe Red Wagon Estate Planning & Elder Law ShowMeet Deb Vieth, Medicaid Director at Bellomo and AssociatesJeff's guest is Deb Vieth, Medicaid Director at Bellomo & Associates. Deb first discusses the work environment at Bellomo. From trust and collaboration to personal and professional support, it's a culture that crosses departments and functional lines. This same spirit of teamwork and helpfulness benefits our clients and ensures that they receive the same level of attention and care that we would give our own families and friends. Deb and Jeff also talk about long-term custodial care (LTC) as well as how to prepare for Medicaid-based care at home. In both situations, the Bellomo team works...
2023-05-0428 minThe Red Wagon Estate Planning & Elder Law ShowMolly McGrath: Transforming the Legal WorkplaceMolly McGrath has left an indelible mark on Bellomo & Associates and countless other law firms. Her passion and expertise is in hiring, coaching, and empowering members of the legal team, especially teams in the field of estate planning and elder law. She heads up Hiring & Empowering Solutions, which offers results-driven legal staffing, employee development, and legal consulting to firms across the country. Your host, 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...
2023-04-0633 minThe Red Wagon Estate Planning & Elder Law ShowBack By Popular Demand: DeAnna BellomoJeff is joined again by his delightful daughter, DeAnna. After her first appearance on the podcast, listeners urged Jeff to have her make another appearance. This time she discusses her favorite stage shows, musicals, and symphonies. Many of her favorites are tied to famous historical events, which helps explain her love of history. Or maybe it's her love of history that helps determine her favorite shows. Regardless, she is a charming guest that we're sure you'll enjoy! Key Takeaways 00:17 – Broadway favorites Favorite show is Hamilton Other favorite Broadway shows include SIX: The Musical, The Mu...
2023-01-1226 minThe Red Wagon Estate Planning & Elder Law ShowMeet Jeff's Daughter, DeAnna BellomoIn this delightful departure from the usual discussions of elder law and estate planning, Jeff introduces us to a special guest, his daughter, DeAnna. She is whip-smart and brimming with energy. For listeners who have asked Jeff to share more personal information about himself, we think you'll find that talking with DeAnna is great way to learn more about Jeff outside of work. Jeffrey R. Bellomo, 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 is skilled at explaining complex legal...
2022-12-1526 minThe Red Wagon Estate Planning & Elder Law ShowSuccess Principles, Networking Advice, and Finding Your Passion with Danny FerryHost Jeffrey Bellomo introduces us to his friend, Danny Ferry, a business owner and podcast host. Jeff appeared on a recent episode of Danny's podcast, and now it's Danny's turn to share his perspective on business, networking, and the importance of finding your passion. Danny and Jeff met through a networking group, which has become a key source of support and inspiration for them both. In this discussion, they offer advice to new business owners and discuss the philosophies and principles that drive success. Key Takeaways 01:10 – About Danny Ferry Hosts "The People Yo...
2022-12-0127 minThe Red Wagon Estate Planning & Elder Law ShowShould I Protect My Assets?Yes, it is a good idea to protect your assets. You love your family way too much not to set up protections for today and into the future. But safeguarding your hard-earned wealth takes planning and smart decision making. We recommend that you partner with experts who will help you understand your choices—people who will help you do what's best for you and your loved ones. Jeffrey Bellomo and his team can establish asset protections so that you don't lose your wealth while you're alive. Also, the team can advise you on strategies that largely preserve yo...
2022-11-2422 minThe Red Wagon Estate Planning & Elder Law ShowGetting to Know Jeff BellomoWhen choosing professional services, it helps to know the people behind the logo. What's their backstory? What motivates them? Are they the kind of people you can trust? Jeff Bellomo has been asked to provide a more personal look at his background, his family, and the experiences that have formed his approach to helping people with their estate planning and elder law needs. He also talks about how his law practice has evolved and the dedicated team that shares his mission and a meaningful set of core values. Key Takeaways Takeaway 1: Jeff has...
2022-10-2023 minThe Red Wagon Estate Planning & Elder Law ShowWorking with Bellomo and AssociatesJeffrey Bellomo decided to specialize in estate planning and elder law because of a health crisis in his own family. He discusses how that difficult situation motivated him to make sure that what happened to his family does not happen to others. Today, members of the Bellomo team emphasize client education, fair billing practices, and proven systems and processes to ensure a predictable yet personalized client experience. It's how they create outcomes that protect the personal and financial freedom of their client families. Key Takeaways Takeaway 1: Jeff's mother became ill, and it was...
2022-10-1325 min