Aug 13, 2026
What does it mean to be a fiduciary, power of attorney, proxy, executor, or trustee? Attorney Jeffrey Bellomo explains why estate planning documents and powers are only as effective as the people who execute them. The key is to coordinate planning and prepare someone, a family hero, who understands the role, the family’s wishes, practical details, and the boundaries of their authority.
You’ll learn how important communication is for a family when estate planning. Good communication helps the family hero avoid confusion, family conflict, and costly mistakes. Jeff also discusses the benefits of The Red Wagon Club and how The Family Hero Workshop evolved while he was working on his upcoming book, THE COORDINATION CRISIS.
WHAT YOU NEED TO KNOW
(00:00) What does it mean to be a fiduciary, power of attorney (PoA), executor, or trustee?
(03:15) The Red Wagon Club and The Fiduciary Workshop
(05:28) The Family Hero Workshop prepares the family hero
(08:24) The role of the family hero
(10:28) Estate planning binders aren't enough
(11:59) Planning is “love made visible,” but should PoA be given early?
(16:23) What should family members know about your wishes?
(17:49) The problem with forced distributions
(18.58) Clear communication can prevent confusion and family conflict
(22:27) What are the risks or liability for the fiduciary?
(24:01) Families and professionals need to coordinate planning
(26:04) Prepare your family’s hero
ABOUT BELLOMO & ASSOCIATES
Jeffrey R. Bellomo, the founder of Bellomo & Associates, is a licensed and certified elder law attorney with a master’s degree in taxation and a certificate in estate planning. He explains complex legal and financial topics in easy-to-understand language.
Bellomo & Associates is committed to providing education so that what happened to the Bellomo family doesn’t happen to your family. We conduct free workshops on estate planning, crisis planning, Medicaid planning, special needs planning, probate administration, and trust administration. Visit our website (https://bellomoassociates.com/) to learn more.
LINKS AND RESOURCES MENTIONED
Bellomo & Associates workshops:https://bellomoassociates.com/workshops/
- Life Care Planning
- The Three Secrets of Estate Planning
- Nuts & Bolts of Medicaid
For more information, call us at (717) 845-5390.
Connect with Bellomo & Associates on Social Media
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WAYS TO WORK WITH JEFFREY BELLOMO
Contact Us:https://bellomoassociates.com/contact/
Practice areas:https://bellomoassociates.com/practice-areas/