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Are 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 unexpectedfrom 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 that your affairs are in order no matter what the future holds. Apple: https://podcasts.apple.com/us/podcast/when-tragedy-strikes-planning-can-protect-your-family/id1634278675?i=1000698030983 YouTube: https://youtu.be/RYUoyDUvQXQ Spotify: https://open.spotify.com/episode/7mfmnJYRL1nGpnOY9scIqg?si=J6sDJoPTRguXiXvGHDPPYA
Asset Protection After Death: How to Avoid Probate the Smart Way You 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 to avoiding the probate process.Don't forget to Follow, Like, and Subscribe for upcoming podcast episodes: Apple: https://podcasts.apple.com/us/podcast/asset-protection-after-death-how-to-avoid-probate-the/id1634278675?i=1000694248815 YouTube: https://youtu.be/Qox88b9rXFc Spotify: https://open.spotify.com/episode/3acsqy6296TgaA1iVtnAQO?si=CH8q0xdCQd697ehZh87pHg
What's in a Name? Special Needs Trusts v. Supplemental Needs Trusts At 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, and Asset Protection Trusts. 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 helps you support a loved one in aging in place. Our licensed social workers share their valuable expertise with you.After the loss of a loved one, you can attend our Administration Workshop, where youll learn how to administer the estate properly. Call (717) 845-5390 or visit https://bellomoassociates.com/workshops/ to learn more or register for our free, educational workshops.Don't forget to follow, like, and subscribe for upcoming podcast episodes: Apple: https://podcasts.apple.com/us/podcast/whats-in-a-name-special-needs-trusts-v-supplemental/id1634278675?i=1000689548410 YouTube: https://youtu.be/JKlkp4sYOao Spotify: https://open.spotify.com/episode/4M2a5K6wkiorREUoUpekD5?si=sX0Goq55QTehqyre5suz1Q
Fort Myers Memorial Gardens Funeral Home & Cemetery is a full-service funeral home and cemetery located at 1589 Colonial Boulevard in Fort Myers, Florida. The facility provides compassionate, comprehensive services to help families honor and celebrate the lives of their loved ones with dignity and care.What They OfferFort Myers Memorial Gardens offers a complete range of funeral, cremation, and cemetery services, providing families with personalized options to meet their wishes and cultural traditions. The grounds include beautifully landscaped gardens, mausoleum chapels, and special areas dedicated to veterans, Masonic groups, and faith-based communities. Services are available 24 hours a day, seven days a week, ensuring support whenever its needed. Families can also take advantage of preplanning resources, including free guides and consultations, to ease decision-making in the future.Key StrengthsDecades of trusted service: Established in 1954, with the funeral home added in 1984, the property has a long history of serving the Fort Myers community.Convenient all-in-one location: With both the funeral home and cemetery on one campus, families can handle all arrangements in a single, peaceful setting.Personalized care: The staff focuses on creating services that reflect each individuals life, culture, and values, from traditional ceremonies to unique celebrations of life.Comprehensive support: Beyond funeral services, they offer grief resources, memorial planning tools, and online obituary listings to help families through every stage of remembrance.Location & ContactAddress: 1589 Colonial Blvd, Fort Myers, FL 33907Phone: (239) 243-0014Office Hours: MondayFriday 9 a.m.5 p.m., Saturday 9 a.m.2 p.m., Sunday by appointmentWhy It MattersFort Myers Memorial Gardens Funeral Home & Cemetery provides a caring, serene environment where families can find comfort, closure, and meaningful ways to celebrate the lives of those they love. With decades of experience, dedicated staff, and beautiful grounds, it remains a trusted choice for end-of-life care and remembrance in Southwest Florida.
Fort Myers Memorial Gardens Funeral Home & Cemetery is a full-service funeral home and cemetery located at 1589 Colonial Boulevard in Fort Myers, Florida. The facility provides compassionate, comprehensive services to help families honor and celebrate the lives of their loved ones with dignity and care.What They OfferFort Myers Memorial Gardens offers a complete range of funeral, cremation, and cemetery services, providing families with personalized options to meet their wishes and cultural traditions. The grounds include beautifully landscaped gardens, mausoleum chapels, and special areas dedicated to veterans, Masonic groups, and faith-based communities. Services are available 24 hours a day, seven days a week, ensuring support whenever its needed. Families can also take advantage of preplanning resources, including free guides and consultations, to ease decision-making in the future.Key StrengthsDecades of trusted service: Established in 1954, with the funeral home added in 1984, the property has a long history of serving the Fort Myers community.Convenient all-in-one location: With both the funeral home and cemetery on one campus, families can handle all arrangements in a single, peaceful setting.Personalized care: The staff focuses on creating services that reflect each individuals life, culture, and values, from traditional ceremonies to unique celebrations of life.Comprehensive support: Beyond funeral services, they offer grief resources, memorial planning tools, and online obituary listings to help families through every stage of remembrance.Location & ContactAddress: 1589 Colonial Blvd, Fort Myers, FL 33907Phone: (239) 243-0014Office Hours: MondayFriday 9 a.m.5 p.m., Saturday 9 a.m.2 p.m., Sunday by appointmentWhy It MattersFort Myers Memorial Gardens Funeral Home & Cemetery provides a caring, serene environment where families can find comfort, closure, and meaningful ways to celebrate the lives of those they love. With decades of experience, dedicated staff, and beautiful grounds, it remains a trusted choice for end-of-life care and remembrance in Southwest Florida.
Fort Myers Memorial Gardens Funeral Home & Cemetery is a full-service funeral home and cemetery located at 1589 Colonial Boulevard in Fort Myers, Florida. The facility provides compassionate, comprehensive services to help families honor and celebrate the lives of their loved ones with dignity and care.What They OfferFort Myers Memorial Gardens offers a complete range of funeral, cremation, and cemetery services, providing families with personalized options to meet their wishes and cultural traditions. The grounds include beautifully landscaped gardens, mausoleum chapels, and special areas dedicated to veterans, Masonic groups, and faith-based communities. Services are available 24 hours a day, seven days a week, ensuring support whenever its needed. Families can also take advantage of preplanning resources, including free guides and consultations, to ease decision-making in the future.Key StrengthsDecades of trusted service: Established in 1954, with the funeral home added in 1984, the property has a long history of serving the Fort Myers community.Convenient all-in-one location: With both the funeral home and cemetery on one campus, families can handle all arrangements in a single, peaceful setting.Personalized care: The staff focuses on creating services that reflect each individuals life, culture, and values, from traditional ceremonies to unique celebrations of life.Comprehensive support: Beyond funeral services, they offer grief resources, memorial planning tools, and online obituary listings to help families through every stage of remembrance.Location & ContactAddress: 1589 Colonial Blvd, Fort Myers, FL 33907Phone: (239) 243-0014Office Hours: MondayFriday 9 a.m.5 p.m., Saturday 9 a.m.2 p.m., Sunday by appointmentWhy It MattersFort Myers Memorial Gardens Funeral Home & Cemetery provides a caring, serene environment where families can find comfort, closure, and meaningful ways to celebrate the lives of those they love. With decades of experience, dedicated staff, and beautiful grounds, it remains a trusted choice for end-of-life care and remembrance in Southwest Florida.