I reside in a different state but wish to participate in my parents’ estate planning. Is this a feasible option?

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Bellomo & Associates

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Posted on

Jun 28, 2024

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Pennsylvania - South Central PA

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Certainly, one significant factor that has altered the landscape of meetings is the impact of COVID-19. This has led to a noticeable increase in people’s comfort with conducting meetings via platforms like Zoom. For at least a year, the majority of our meetings were conducted exclusively through video conferencing. During this time, we have encountered few issues, and even our octogenarians and nonagenarians have been able to successfully connect and navigate the process.

Incorporating a family member residing out of town into a telephone or Zoom video conference is easily achievable. We strongly encourage the involvement of family members in all meetings and have the capability to easily include participants who are not physically present in our office.

When scheduling an appointment, kindly inform us if there will be a mix of in-person and virtual attendees, and we will seamlessly accommodate this arrangement within our planning process. We eagerly anticipate collaborating with you and your family.

 

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Local Services By This Author

Bellomo & Associates

Estate Planning 3198 E Market St, York, Pennsylvania, 17402

We Educate so what happened to the Bellomo Family doesn't happen to yours!Our firms mission is to ensure that you and your family never needlessly, painfully suffer. Every team member has a personal story that has brought us here to advocate for you and your family. We want to replace your burden with peace of mind. We have the answers, but more important, we have your back.Bellomo & Associates, LLC advises Individuals and families, business owners, senior citizens, and their families about the estate planning and elder law challenges facing them today. For seniors and their families facing the issues of aging, or for those of any age who wish to protect their familys financial future, we counsel clients and provide solutions on Asset Protection; Specials Needs Trusts; Wills; Trust Design; Medicaid; Estate Planning; Nursing Home Matters; and Estate Administration. For our clients who own businesses, our team assists them with succession planning for their business in conjunction with their estate planning.  We have office locations in York, PA, and Lancaster, PA.We offer FREE workshops!  Our workshops are fun and entertaining ways to learn! We provide you with the information to decide what is right for you. If after attending, you decide we arent the right fit no problem! Youll never feel any pressure from our team.