Shows / The Red Wagon Estate Planning & Elder Law Show
The Red Wagon Estate Planning & Elder Law Show
Hosted by Jeffrey Bellomo, Esq., CELA, LLM, and over 20 years of experience practicing in estate planning. We'll discuss all things Estate Planning and Law. Our mission is to help educate so that what happened to the Bellomo family doesn't happen to you. We hope to answer your most burning questions and support you with a solution to estate planning that works for you and your loved ones.
Episodes
- The Red Wagon Estate Planning & Elder Law Show
Are You Prepared for a Dementia Diagnosis?
Are You Prepared for a Dementia Diagnosis? The medical consequences of dementia can be devastating. The same is true for a family's finances. So, Jeffrey…
- The Red Wagon Estate Planning & Elder Law Show
Grief, Loss, and Legacy: Estate Planning Protects the People You Love
Most of us think of estate planning as legal documents, tax considerations, and the protection of assets. When handled properly, estate planning is all those…
- The Red Wagon Estate Planning & Elder Law Show
Smart Asset Protection: Building a Financial Foundation for Your Family
Jeffrey Bellomo and attorney Tim Sechler explain how smart planning for asset protection can ensure that your hard-earned savings, property, and resources are…
- The Red Wagon Estate Planning & Elder Law Show
The Coordination Crisis: Estate Planning's Biggest Problems
Jeffrey Bellomo explores what he calls "the coordination crisis" in estate planning. While a crisis can be revealed in different ways, it often happens when…
- The Red Wagon Estate Planning & Elder Law Show
The Beware of Series Pt. 2: I'll Fix It Later
Jeffrey Bellomo continues his "Beware of Series" by challenging more common assumptions that can derail your best intentions for estate planning. Too many of…
- The Red Wagon Estate Planning & Elder Law Show
The Beware of Series Pt. 1: Assumptions Can Be Costly
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…
- The Red Wagon Estate Planning & Elder Law Show
Coordinated Estate Planning: Preparing Your Family Hero
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…
- The Red Wagon Estate Planning & Elder Law Show
Best Practices in Estate Planning: New Ideas Result in Win-Win for Attorneys and Clients
Host Jeffrey Bellomo and guest Tim Sechler of the Sechler Law Firm explain why traditional estate planning consultations often leave families confused and…
- The Red Wagon Estate Planning & Elder Law Show
Running the Extra Miles: Rethinking Physical Therapy for Runners
This one falls into the "anything else we want to talk about category," as Jeff tells the story of how chronic pain nearly derailed his running goals. After…
- The Red Wagon Estate Planning & Elder Law Show
Rewriting the Rules: Using Systems to Optimize Estate Planning and Wealth Management
History is full of famous innovators who have influenced how we understand and interact with our world. Robert Armstrong isn't as famous as Leonardo DaVinci or…
- The Red Wagon Estate Planning & Elder Law Show
Divorced? Remarried? Blended? Know the Legal Landmines Inside Modern Marriages
Today's marriages and the relationships that comprise them can be quite complex. Traditional marriage, remarriage, blended families, parenting marriage, living…
- The Red Wagon Estate Planning & Elder Law Show
House Calls and Hard Truths: Providing In-Home Medical Care for Seniors
An older adult should not have to waste precious time finding someone to drive them to a medical appointment and then spend more time sitting in a waiting…
- The Red Wagon Estate Planning & Elder Law Show
Costly Mistakes: How a Simple Will Can Fail Your Family
The idea of a "simple Will" sounds great. It seems inexpensive and easy, until real life exposes the limits of a Will. So, drawing on his vast experience…
- The Red Wagon Estate Planning & Elder Law Show
Beyond Bills and Budgets: Reduce Stress with a Trusted Daily Money Manager
Many of us know firsthand that the responsibility and effort needed to manage our money can be overwhelming. Oftentimes, the struggle arises with aging or…
- The Red Wagon Estate Planning & Elder Law Show
New Ways to Say Goodbye: What Families Want in a Funeral Service
One thing we know for sure is that we will all need end-of-life planning and services eventually. And while some of us will choose familiar rituals like a…
- The Red Wagon Estate Planning & Elder Law Show
Handshakes are Not Enough: Why Entrepreneurs Need Business Law Attorneys
Jeff welcomes Santo Spataro of The Spataro Law Firm, a trusted referral partner whose roots in a family-owned restaurant shaped his instincts for…
- The Red Wagon Estate Planning & Elder Law Show
For Retired U.S. Army Major Matt Donald, Serving Never Stopped
To introduce Matt Donald simply by saying that he's an Estate Planning Attorney would be to miss a big and informative part of Matt's story. Jeff and his good…
- The Red Wagon Estate Planning & Elder Law Show
Don't Be Afraid to Sell: How to Retire from Real Estate without a Huge Tax Hit
You've worked hard to build wealth through real estate, but how do you protect your investment when it's time to sell? For most people, the tax law around…
- The Red Wagon Estate Planning & Elder Law Show
Tomorrow Simplified: It's Better to Plan Than Panic
Longtime listeners of this show know that we encourage education and early decision-making before a crisis forces your hand in matters of elder care and estate…
- The Red Wagon Estate Planning & Elder Law Show
Tackling Tough Transitions: How Professional Coaching Can Help
Jeff Bellomo welcomes Mark O'Reilly of Shamrock Strategies Professional Coaching for an interesting conversation about what professional coaching is and how it…
- The Red Wagon Estate Planning & Elder Law Show
Working it Off: Initiative Meets Opportunity at Bellomo and Associates
Jeff Bellomo sits down with Lily Bertolet—a grad student and marketing assistant—to discuss how an unexpected opportunity as a 12-year-old grew into a…
- The Red Wagon Estate Planning & Elder Law Show
Moving, Meds, and Milkshakes: The Value of Life Care Planning
It seems like a simple question, but aging can be complicated, especially when a loved one shows signs of dementia and/or physical decline. Can you provide the…
- The Red Wagon Estate Planning & Elder Law Show
Family Stories, Big Decisions, and the Heart Behind Bellomo & Associates - Part 2
Jeffrey Bellomo and his dad, Alan, continue their discussion of events and relationships that have shaped their lives. They also share heartfelt memories of…
- The Red Wagon Estate Planning & Elder Law Show
Family Stories, Big Decisions, and the Heart Behind Bellomo & Associates
Throughout the course of this podcast—the Red Wagon Elder Law and Estate Planning Show—we have featured various members of the team at Bellomo & Associates…
- The Red Wagon Estate Planning & Elder Law Show
Your Brain on Hearing Loss: Don't Wait to Get Tested
Everyone knows that with hearing loss, you can miss parts of conversations. But did you know that untreated hearing loss can cause faster cognitive decline…
- The Red Wagon Estate Planning & Elder Law Show
Compassion in Action: Inside Our Life Care Planning Team
When we think of social workers, we typically picture them in a hospital, nursing home, or emergency setting. But the Life Care Planning Team at the Elder Law…
- The Red Wagon Estate Planning & Elder Law Show
Trust, Truth, and Teamwork: Fighting for Families in the Age of Misinformation
Marketing for a mission-driven Estate Planning and Elder Law Firm isn't just messing around on Facebook. It means relying on front-line authenticity, building…
- The Red Wagon Estate Planning & Elder Law Show
Marriage Equality in Uncertain Times: What Same-Sex Couples Need to Know
During the current session of the U.S. Supreme Court (SCOTUS), the justices may hear a case that could overturn Obergefell v. Hodges (2015), the landmark…
- The Red Wagon Estate Planning & Elder Law Show
Behind the Professional Boot Camp: Designing a Day that Delivers
Jeffrey Bellomo has made education the cornerstone of his firm, building programs that enable families and professionals to make smart decisions in estate…
- The Red Wagon Estate Planning & Elder Law Show
Realizing a Vision: The Evolution of Free Education at Bellomo & Associates and Beyond
What happens when a family faced with an extreme medical crisis approaches a traditional law firm with concerns about paying for their health care expenses or…
- The Red Wagon Estate Planning & Elder Law Show
From Guidance to Gratitude
Join Jeffrey Bellomo as he addresses several questions that have surfaced during his weekly calls with members of the Red Wagon Club. Jeff reviews an increase…
- The Red Wagon Estate Planning & Elder Law Show
Compassion and Connection: Providing Support for Dementia Caregivers
Join Jeffrey Bellomo as he discusses caring for the dementia caregiver with Carrie Aalberts, also known as Dementia Darling. If you're a caregiver, it's…
- The Red Wagon Estate Planning & Elder Law Show
VA Disability Law: Advocating for Veterans at Home and Abroad
Jeffrey Bellomo sits down with Rebecca Deming, CEO and Principal Attorney at ProVet Legal, to discuss how the firm helps veterans get the full range of VA…
- The Red Wagon Estate Planning & Elder Law Show
Kinetic Wealth: Rethinking Reverse Mortgages for Retirement Planning
What if one financial tool could dramatically improve your peace of mind by expanding your retirement options? Jeff welcomes mortgage expert and author Ken…
- The Red Wagon Estate Planning & Elder Law Show
Facing the Fear: Why We Avoid Estate Planning and How to Move Forward
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…
- The Red Wagon Estate Planning & Elder Law Show
Don't Wait Until It's Too Late: How to Talk about Your Estate Plan
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…
- The Red Wagon Estate Planning & Elder Law Show
Ginnie Kite Group Real Estate: Serving Seniors with Empathy and Compassion
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…
- The Red Wagon Estate Planning & Elder Law Show
Live from the JCC: Education, Relationships, and What Really Matters
The tables are turned as Josh Cartwright interviews Jeff at the York Jewish Community Center (JCC). Together, they explore the emotional and practical…
- The Red Wagon Estate Planning & Elder Law Show
A Real-Life Lesson: How to Prepare an Executor for Loss of a Parent
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…
- The Red Wagon Estate Planning & Elder Law Show
Building Bridges: Krista Warner Connects People and Purpose
Join Jeff as he sits down with Krista Warner, the Relationship Management Coordinator at Bellomo & Associates. Krista brings energy, heart, and a deep…
- The Red Wagon Estate Planning & Elder Law Show
A Step-by-Step Look at Probate in Pennsylvania
When someone passes away, their estate typically goes through one of two processes: probate or trust administration. These options appeal to different people…
- The Red Wagon Estate Planning & Elder Law Show
A Whirlwind Weekend: Achievement, Community, and Gratitude
For a few days in May, Jeff Bellomo's life painted a picture of everything that matters to him—his people, law firm, beliefs, and passions. As he reflects on…
- The Red Wagon Estate Planning & Elder Law Show
Home Remedies vs. Legal Expertise: How DIY Can Cost You in the Long Run
You've probably heard the saying, "A man who represents himself in court has a fool for a client." While most of us wouldn't go to court alone, the rise of…
- The Red Wagon Estate Planning & Elder Law Show
From Diamonds to Real Estate Gems: Guiding Big Purchases and Emotional Transitions
Join Jeff as he chats with Jen Clemens, co-lead of the Clemens & Myers Real Estate Team. Serving York and surrounding counties in Pennsylvania and Maryland…
- The Red Wagon Estate Planning & Elder Law Show
Senior Moves: Easing the Transition Out of Longtime Homes
Navigating the transition from a longtime home into a new place and the next stage of life is one of the biggest challenges older folks and their families…
- The Red Wagon Estate Planning & Elder Law Show
Estate Planning Essentials: Why a Will Might Not Be Enough
When people think about estate planning, a will is often the first thing that comes to mind. But relying solely on a will might leave significant gaps in your…
- The Red Wagon Estate Planning & Elder Law Show
Learn and Earn CEUs: Inside Our Free Multi-Professional Boot Camps
At Bellomo & Associates, our commitment to education extends beyond our clients. We learned long ago that professionals locally and across Pennsylvania can…
- The Red Wagon Estate Planning & Elder Law Show
Bittersweet: Reflecting on Relationships with Jessica Delp
At Bellomo & Associates, taking care of people—both colleagues and clients—is at the heart of everything we do. Our relationships give meaning to our work…
- The Red Wagon Estate Planning & Elder Law Show
The Big Transition: Selling Your Home is More than Just a Move
Selling a home usually means something big is happening—maybe it's a fresh start, a major transition, or closing one chapter to begin another. But for most…
- The Red Wagon Estate Planning & Elder Law Show
Myth Busting: Clearing Up Common Misconceptions in Estate Planning
When it comes to estate planning, there are a lot of half-truths, outdated advice, and persistent myths that can leave your family vulnerable. Join Jeff as he…
- The Red Wagon Estate Planning & Elder Law Show
A Perspective on Change: How to Avoid Anxiety When Faced with Uncertainty
Things seem to be happening fast, and many people are worried about potential changes to tax laws and funding for programs on which they rely. Over time, Jeff…
- The Red Wagon Estate Planning & Elder Law Show
Senior Living Done Right: The Country Meadows Commitment to Quality Care
Jeff is joined by Garrett and Angel from Country Meadows Retirement Communities for an important conversation about senior living—how providing a personalized…
- The Red Wagon Estate Planning & Elder Law Show
Complete Senior Transitions: A One-Stop Solution to Changes in Senior Living
Emotions and stress often run high when it's time for seniors to move out of their lifelong homes. Understanding this, Pam Kovalewski and Paul Hayes…
- The Red Wagon Estate Planning & Elder Law Show
Inside Legend of Lancaster: A Place to Call Home
Jeff speaks with Sarah Bucher, a team member at Legend of Lancaster, an exceptional assisted living, personal care, and memory care community. Their personal…
- The Red Wagon Estate Planning & Elder Law Show
Your Family and Your Future: Who Decides the Important Things?
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…
- The Red Wagon Estate Planning & Elder Law Show
When Tragedy Strikes: Planning Can Protect Your Family and Finances
Are your affairs in order? Recent aviation disasters and the devastating wildfires in California are stark reminders that our lives can change instantly. No…
- The Red Wagon Estate Planning & Elder Law Show
Asset Protection After Death: How to Avoid Probate the Smart Way
You may have been told by family, friends, or even your financial planner that you should avoid the probate process by adding a joint owner to your financial…
- The Red Wagon Estate Planning & Elder Law Show
What's in a Name? Special Needs Trusts v. Supplemental Needs Trusts
At Bellomo & Associates, we are committed to client education. In this episode, Jeff discusses the differences between a Special Needs Trust and a Supplemental…
- The Red Wagon Estate Planning & Elder Law Show
Celebrating 100 Episodes and a Lasting Friendship with Dr. James Kabrhel
James Kabrhel, Ph.D., and Jeff Bellomo were college roommates more than 20 years ago and have remained good friends ever since. Today, Jim is an associate…
- The Red Wagon Estate Planning & Elder Law Show
Planning that Protects Your Family: Attend the Free Workshop Best for You
The focus on client education at Bellomo & Associates stems from Jeff's commitment to ensuring that what happened to his family doesn't happen to yours. When…