Episode Summary
The professionals at Bellomo & Associates conduct free, educational workshops on a regular basis so that you can make well-informed decisions that protect your home and other assets. Your choice of legal counsel is an important factor in that decision-making process, so we want to help you answer a question we often receive: What should I ask my estate planning attorney?
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 financial topics in easy-to-understand language.
When someone calls Bellomo & Associates looking for information for the first time, they speak with Intake Specialist Jacob Sherman. Jacobs passion for helping others, especially during a tough time, is evident from the start. As a provider of what Jeff calls, service extraordinaire, Jacob ensures that a persons initial interaction with Bellomo is helpful and positive. Jacob applies that same level of commitment to his work as a health coach. Jacob introduced Jeff to OPTAVIA, the program of healthy habits that Jeff has used to lose 100 pounds. Both men have had life-changing success with the program. This discussion of their journeys back to health is truly inspiring.Learn more about OPTAVIA at https://www.optavia.com/ Apple: https://podcasts.apple.com/us/podcast/finding-hope-in-loss-meet-jacob-sherman/id1634278675?i=1000633436555 YouTube: https://youtu.be/gRX7g5KgJfo Spotify: https://open.spotify.com/episode/7mZUon8zLh3kQ5sV3syum6?si=Y6YL8zsbQeCpjcWUV7pPzQ
Jeff 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. Apple: https://podcasts.apple.com/us/podcast/reflecting-on-universal-truths-jeffs-advice-to-his/id1634278675?i=1000632666319 YouTube: https://youtu.be/O3LeJuvnnr4 Spotify: https://open.spotify.com/episode/2C2Xh0q5o6BhtWTK7cYKtO?si=F6k6_r8dTzaXAdKvnQjsGg
Episode 64: Dont Gamble with Your Legacy: Choosing the Right Professionals for Elder Law and Estate Planning Jeff 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, were happy to assist you in our workshops, meetings, and all of the ways we interact. Apple: https://podcasts.apple.com/us/podcast/dont-gamble-with-your-legacy-choosing-the/id1634278675?i=1000631821067 YouTube: https://youtu.be/ftFVvtreyMw Spotify: https://open.spotify.com/episode/6mZanpnQgggg8F5Cwo4HDX?si=uQOIDttpTAmi6tyMLg4VWQ