Dec 29, 2022

A person’s house is often their biggest asset and deserves protection, but in most cases transferring ownership is not enough. Putting your house in a trust is the best way to maintain control of the asset, get the step-up in basis for favorable tax implications, and protect the asset from others. But perhaps the most...

Dec 22, 2022

There are four types of fiduciaries. Serving as a fiduciary comes with great responsibility and takes a lot of work. Whether choosing a fiduciary or agreeing to serve as one, it’s important to understand what the role requires. As Bellomo and Associates prepares to launch its new fiduciary workshop, Jeff introduces us...

Dec 15, 2022

In this delightful departure from the usual discussions of elder law and estate planning, Jeff introduces us to a special guest, his daughter, DeAnna. She is whip-smart and brimming with energy. For listeners who have asked Jeff to share more personal information about himself, we think you’ll find that talking with...

Dec 8, 2022

Medicaid is a valuable federal program that primarily applies to nursing home and in-home care. The law is open to some interpretation by individual states, so it’s important to consult professionals you can trust to guide you through the legal and financial complexities of the program. Jeffrey R. Bellomo, founder of...

Dec 1, 2022

Host Jeffrey Bellomo introduces us to his friend, Danny Ferry, a business owner and podcast host. Jeff appeared on a recent episode of Danny’s podcast, and now it’s Danny’s turn to share his perspective on business, networking, and the importance of finding your passion.

Danny and Jeff met through a networking...