Episode 64: Don’t Gamble with Your Legacy: Choosing the Right Professionals for Elder Law and Estate Planning

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 63: Cracking the Code: Estate Planning FAQs Unveiled As we continue our series, Jeff discusses several misconceptions surrounding elder law, asset protection, and estate planning. These questions apply to everyone, regardless of financial status. Whether hes 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.  Apple: https://podcasts.apple.com/us/podcast/cracking-the-code-estate-planning-faqs-unveiled/id1634278675?i=1000631048145 YouTube: https://youtu.be/V3DiuTnqoAo Spotify: https://open.spotify.com/episode/7kobEqyzVTdVkdqRBpB6Mv?si=uvNR-XAATcSkH2W2J2S1Ew