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 decisions for them. As a result, many clients agree to critical planning mistakes based on well-intentioned but misguided advice.
Jeff and the team at Bellomo & Associates believe you should be the one making key planning decisions because no one understands your circumstances and your goals better than you. That’s why our free, educational workshops are designed to help you understand the landscape so that you can make smart, informed decisions based on your family’s unique needs.
Join us as Jeff discusses how to get the most out of your work with professionals and the importance of making your own decisions.
WHAT YOU NEED TO KNOW
(00:00) Episode introduction.
(03:34) To be an effective advisor, you must understand that the client is the best person to decide on what’s best for their family.
(07:06) Professionals can, unknowingly, introduce their own biased judgment into your decision-making process
(09:11) No two families are the same and they're going to value certain things differently based on their experiences.
(14:39) Professionals should help you understand the situation, the consequences, the pros and cons, and the costs. They should present the facts on all sides of the issue.
(16:57) In our workshops, we make sure that attendees understand the risks associated with different options.
(22:27) Nobody knows what's going to happen in the future, so you determine what's important to you and your family, and then you decide what plan to put in place.
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
YouTube: https://www.youtube.com/user/BellomoAssociates
Facebook:https://www.facebook.com/bellomoassociates
Instagram:https://www.instagram.com/bellomoassociates/
LinkedIn:https://www.linkedin.com/in/bellomoandassociates
WAYS TO WORK WITH JEFFREY BELLOMO
Contact Us:https://bellomoassociates.com/contact/
Practice areas:https://bellomoassociates.com/practice-areas/