For more information about the author, click to view their website: Bellomo & Associates
Planning Pitfalls: These Lesser-Known Factors Could Affect Your Medicaid Eligibility
Christine Oyler, Services Planning Coordinator at Bellomo & Associates, is a firm’s Medicaid team member. Since 2016, Christine has used her nursing experience and Medicaid knowledge to help clients better understand the Medicaid system and make the best choices for themselves and their families. As part of this work, she sits down with Jeff to discuss some of the lesser-known factors that can affect your asset protection strategy and Medicaid eligibility.
🍎 Apple: https://podcasts.apple.com/us/podcast/planning-pitfalls-these-lesser-known-factors-could/id1634278675?i=1000671633521
🎬 YouTube: https://youtu.be/AbszzyzOYtY
🟢 Spotify: https://open.spotify.com/episode/6wiVARvuUMht0uENxqUbeF?si=_cQ9YU5oTR2wI7hU6O99oA
Things are moving quickly, and many people are understandably concerned about possible changes to tax laws and the programs they depend on. Over the years, Jeff has learned that discussions about change dont always lead to actual change. Since speculation often fuels unnecessary worry and hasty choices, sometimes the wisest course is simply to wait. If and when changes do occur, meet with your trusted professional advisor(s) to make informed decisions based on the latest, most accurate information. Apple: https://podcasts.apple.com/us/podcast/a-perspective-on-change-how-to-avoid-anxiety-when/id1634278675?i=1000702967569 YouTube: https://youtu.be/OofoECpjy-A Spotify: https://open.spotify.com/episode/5LTHJQFWLUPSbN2MHqc1Zx?si=Sf4tw2Y7T8a43XcZp0-HEw
Jeff speaks with Sarah Bucher, a team member at Legend of Lancaster, an exceptional assisted living, personal care, and memory care community. Their personal care and memory care servicesincluding personal care needs, medical needs, medication assistance, and memory supportvary from person to person depending on what each individual wants and needs. The team at Legend of Lancaster ensures that their residents are well cared for and that their staff members are experienced and meet the organizations high standards. Join us for a look inside this special community that provides residents with assistance and support in the enriching, amenity-filled environment they call home. You can learn more at https://legendseniorliving.com/ Apple: https://podcasts.apple.com/us/podcast/inside-legend-of-lancaster-a-place-to-call-home/id1634278675?i=1000700058718 YouTube: https://youtu.be/3EIvOoDMYtQ Spotify: https://open.spotify.com/episode/4ORQtmjEI32bmLqAhepbGI?si=wfonm4nOQo2mD8mY5kQpAQ
Take Control of Your Financial Future: Retirement Planning, Asset Protection & Financial OrganizationAre your family's finances organized for today and the future? Whether you're preparing for retirement, managing retirement income, protecting your assets, or planning your family's financial legacy, having a clear picture of your financial situation is essential for long-term financial security and peace of mind.In this educational video from Financial Soups, discover how a comprehensive financial inventory can help individuals, older adults, retirees, and families organize important financial information into one structured plan.Learn how to evaluate and coordinate key areas of your financial life, including:Retirement Planning & Income: Organizing Social Security benefits, pensions, 401(k)s, IRAs, Roth IRAs, and annuities.Estate Planning & Financial Legacy: Preparing financial information for spouses, family members, beneficiaries, and professional advisors.Asset Protection & Insurance: Reviewing life insurance, long-term care insurance, homeowners insurance, and other financial protections.Financial Organization: Tracking bank accounts, investments, real estate, outstanding debts, expenses, and financial obligations.Tax-Efficient Retirement Strategies: Understanding how different retirement income sources may affect your financial future.Finding Lost or Unclaimed Assets: Learning about resources to help locate forgotten bank accounts, savings bonds, pensions, life insurance policies, and retirement funds.By transforming scattered financial records into an organized financial overview, families can improve communication, make more informed financial decisions, and better prepare for unexpected life changes.Whether you're approaching retirement, already retired, or helping aging parents manage their finances, proactive financial planning can help protect your assets, preserve your financial legacy, and provide greater peace of mind.Watch this informative video to learn how to begin organizing your financial future, one step at a time.
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.