Jul 31, 2025

What’s really behind the delay in drawing up your estate plan? For many people, it’s not time, money, or even complexity. It's fear. Fear of mortality, fear of making the wrong decision, fear of what might change, or fear of family conflict. 

With years of experience helping families through the legal and emotional...

Jul 24, 2025

Estate plans can protect your legacy, but without open communication, they can also become a source of conflict. Join Jeff Bellomo as he tackles one of the toughest estate planning challenges: how to talk to your family about your wishes. 

Jeff shares real-life insights, including a cautionary tale about how disclosing...

Jul 17, 2025

For many seniors, selling their home isn’t just a transaction—it’s part of a vital transition. Ginnie Kite, a real estate professional and former health care executive, knows this well. She joins Jeff Bellomo to explore how deep listening, compassion, and experience can help older adults navigate one of life’s...

Jul 10, 2025

The tables are turned as Josh Cartwright interviews Jeff at the York Jewish Community Center (JCC). Together, they explore the emotional and practical realities of planning for the future—from asset protection and trusts to long-term care and charitable giving. Also, Jeff shares the deeply personal story that inspired...

Jul 3, 2025

How can you prepare to be the executor of your parents' estate? Join Jeff as he unpacks the emotional and logistical challenges described in the AARP article, "Mom Died. Then Came the Financial Ordeal." It's a first-person account of serving as an executor. You'll learn how to avoid common pitfalls and why proactive...