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 practical steps you can take to prepare for the unexpected—from creating an estate plan to deciding on funeral arrangements and the distribution of meaningful family heirlooms. Not all pre-death planning requires a lawyer, but documenting and communicating clear wishes and intentions can ensure that your affairs are in order no matter what the future holds.
WHAT YOU NEED TO KNOW
(00:00) Episode introduction.
(03:30) When preparing for the unexpected, what type of planning will safeguard your assets and your family?
(06:03) Getting your thoughts in order and sharing them with your family can never be done too soon. Communicating can lessen concern, stress, and disagreements.
(09:41) Some illnesses take time to progress, which can provide the opportunity to plan. But with a sudden tragedy, it’s best to be prepared ahead of time.
(10:47) Bellomo & Associates’ building is equipped with fire and flood retardant storage to protect your original documents. Additionally, the documents are scanned and the digital versions are held offsite.
(12:12) Storing key documents with a professional can safeguard the documents from loss and also from those who might have less-than-honorable intentions.
(21:27) Not all planning requires the involvement of a law firm and not all discussions with family require that you share every detail. The important thing is to get everyone on the same page.
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.
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