Aug 27, 2026
In Part 1 of “The Beware of Series,” Jeffrey Bellomo challenges many of the assumptions that can sabotage your family’s estate plan. Even with the best intentions, family members and legal professionals can fail to create a comprehensive plan based on the family’s goals. They can fail to use an appropriate range of planning tools. They can fail to keep plans updated over time. They can fail to protect assets in a way that preserves choice and flexibility before and after death.
This valuable series, inspired by Jeff’s soon-to-be-released book, can help you avoid common assumptions and costly mistakes. He discusses what to look for in a law firm, why you should not rely only on Medicaid crisis planning, the importance of coordination and communication among the family and their legal professionals, and how assumptions about the future can be risky and reckless.
Watch for Part 2 of this series as well as Jeff’s upcoming book: THE COORDINATION CRISIS.
WHAT YOU NEED TO KNOW
(00:00) Introduction: The Beware of Series
(03:40) Beware: We do that, too
(07:41) Beware: We are cheaper than they are
(10:10) Beware: You don’t need a trust
(12:47) Beware: Crystal ball law
(17:11) Beware: One-size-fits-all estate planning
(20:47) Beware: The dusty binder on the shelf
(22:28) Beware: The kids will work it out
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
Tune in Saturdays at 7:30 a.m. Eastern to WSBA radio: https://www.newstalkwsba.com/
X (formerlyTwitter):https://twitter.com/bellomoassoc
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WAYS TO WORK WITH JEFFREY BELLOMO
Contact Us:https://bellomoassociates.com/contact/
Practice areas:https://bellomoassociates.com/practice-areas/