The Red Wagon Estate Planning & Elder Law Show - Podcast Launch (Trailer Episode)
Bellomo & Associates
Dec 16, 2022
Pennsylvania - South Central PA
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Jeff knows the difficulties of estate planning and elder law from personal experience, and strives to provide the best education and service possible. There are various workshops at Bellomo & Associates designed to inform potential clients on how to protect their assets, utilizing the red wagon analogy. Episodes will be released on a weekly basis, explaining the ins-and-outs of estate planning and elder law and the red wagon concept.
Key Takeaways
Jeff has been practicing in the estate planning and elder law arena for approximately twenty years. Jeff has the designation to be a certified elder law attorney, masters of laws and taxation, and a certificate of estate planning.
He knows from personal experience with his parents and the beginning of his law career that a lot of lawyers just want your money, so he started up Bellomo & Associates to provide the education and service that clients deserve.
Bellomo & Associates’ workshops cover all things related to estate planning and elder law to ensure attendees make informed decisions and avoid falling into a trap like Jeff and his parents did.
Workshops are free and if you come in person, you can receive a free consultation from a Bellomo & Associates team member.
Our assets are like what we used to carry around in a red wagon when we were kids. Now we are pulling metaphorical wagons that contain our assets, our house, our investments, etc. Thus, we have the “Red Wagon Estate Planning and Elder Law Show.”
Links and Resources Mentioned:
Bellomo & Associates workshops: https://bellomoassociates.com/workshops/
- To view the original version of this article visit www.youtube.com/watch?v=3TpmBLiGjF8&list=PL7k7-MvzIrRgmTeFTi7RMP8vGjYar10V3&index=1
- Seniors Blue Book was not involved in the creation of this content.
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Episode 66: Finding Hope in Loss: Meet Jacob Sherman
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
Episode 65: Reflecting on Universal Truths: Jeffs Advice to His Younger Self
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
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
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.