Mar 20, 2025

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 services—including personal care needs, medical needs, medication assistance, and memory support—vary from person to person depending on...

Mar 13, 2025

It's natural for people to rely on professionals when it comes to complex subjects like finance, taxes, and estate planning and elder law. However, professionals can leave a client feeling overwhelmed or unsure by giving advice that the client doesn’t fully understand. So, the client lets the professionals make...

Mar 6, 2025

Are your affairs in order? Recent aviation disasters and the devastating wildfires in California are stark reminders that our lives can change instantly. No one wants to dwell on worst-case scenarios, but having a plan can provide peace of mind and protect your legacy and your loved ones if tragedy strikes. 

Jeff shares...

Feb 20, 2025

You may have been told by family, friends, or even your financial planner that you should avoid the probate process by adding a joint owner to your financial accounts and/or by designating a beneficiary for your assets. But be aware. While you save upfront costs, you lose control of your assets and open your family to...

Feb 6, 2025

At Bellomo & Associates, we are committed to client education. In this episode, Jeff discusses the differences between a Special Needs Trust and a Supplemental Needs Trust as part of that commitment. Our Special Needs Workshop offers another opportunity to learn these key concepts.

Our Estate Planning Workshop focuses...