Inside Probate: Tips from Cathy Montague's 37 Years in the Field
Bellomo & Associates
For more information about the author, click to view their website: Bellomo & Associates
Oct 10, 2025
Pennsylvania - South Central PA
Email US
Click to Email Us
Episode 75: Inside Probate: Tips from Cathy Montague's 37 Years in the Field
Jeff “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 loss. In a more lighthearted story, she explains why a previous client paid in all $1 bills!
🍎 Apple: https://podcasts.apple.com/us/podcast/inside-probate-tips-from-cathy-montagues-37-years-in/id1634278675?i=1000644591393
🎬 YouTube: https://youtu.be/ZMk2CnpLNfs
🟢 Spotify: https://open.spotify.com/episode/37NeTiKJGMiTdRiZj4rJdW?si=V4TC8t4tSuy1aPvrXdW4Qw
- To view the original version of this article visit youtu.be/ZMk2CnpLNfs
- Seniors Blue Book was not involved in the creation of this content.
Other Videos You May Like
Assisted Living Locators: Managing the Maze of Senior Living Options with Rick Campomizzi
Finding 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 a maze of confusing options. To learn more, call Rick at (717) 802-1074, email rickc@assistedlivinglocators.com, or visit https://assistedlivinglocators.com/harrisburg. Apple: https://podcasts.apple.com/us/podcast/assisted-living-locators-managing-the-maze-of/id1634278675?i=1000651386217 YouTube: https://youtu.be/gxmxPXZC5kA Spotify: https://open.spotify.com/episode/0kPGkpcaCDDIcnTNat8QN3?si=C4ibI1GNSTuIwsNSgSyW-A
Famous Figures, Part 2: What We Can Learn from Celebrity Estate Plans
Famous Figures, Part 2: What We Can Learn from Celebrity Estate PlansToday, Jeff dives into Part 2 of valuable lessons from celebrities and their estate planningwhere fortune, fame, and financial missteps collide. From surprising successes to shocking oversights, discover how the biggest names in entertainment and sports handled their legaciessometimes flawlessly, other times disastrously. Learn from their triumphs and mistakes to ensure your estate plan secures your future and protects your loved ones. Stay tuned for eye-opening insights that prove even the wealthiest stars arent immune to estate planning pitfalls! Apple: https://podcasts.apple.com/us/podcast/famous-figures-part-2-what-we-can-learn-from-celebrity/id1634278675?i=1000648312052 YouTube: https://youtu.be/uPMF1CmyuzY Spotify: https://open.spotify.com/episode/0GXmuXMiyyhNv4IzNT94Qq?si=28nXgFOtQ_OFfFLZKjjZhw
Local Services By This Author
Bellomo & Associates
Estate Planning 3198 E Market St, York, Pennsylvania, 17402We 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.