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
Protect Your Home and Your Future: The Surprising Benefits of a Grantor Trust
Putting your house in a trust has many benefits—from financial savings to peace of mind. You can continue to live in the home and control the property. You can…
- The Red Wagon Estate Planning & Elder Law Show
Estate and Gift Tax Essentials: Preparing for 2025 and Beyond
As we look to 2025, Jeff shares Pennsylvania's updated estate and gift tax numbers. We invite you to attend our free Medicaid workshop to understand how these…
- The Red Wagon Estate Planning & Elder Law Show
Grateful for Your Estate Planning Questions: Your Essentials Answered
We get great questions from our clients and others daily, so we've put together a potpourri of questions and answers about estate planning. We believe…
- The Red Wagon Estate Planning & Elder Law Show
Divorce, Remarriage, and Blended Families: Protecting Your Assets
Divorce can significantly impact your estate plans, so knowing how to update your documents and beneficiary designations is essential. Jeff discusses the key…
- The Red Wagon Estate Planning & Elder Law Show
Special Needs Planning: Protect Your Benefits, Protect Your Family
In response to listener requests, Jeff explains financial planning options for individuals with special needs. In addition to common estate planning tools…
- The Red Wagon Estate Planning & Elder Law Show
Building Trust, Building Relationships: Pam Witwer of Lancaster PA Notary
When Pam Witwer started her business, Lancaster PA Notary, she sought an attorney to act as a strategic partner. After some stealth vetting of Bellomo &…
- The Red Wagon Estate Planning & Elder Law Show
Planning Pitfalls: These Lesser-Known Factors Could Affect Your Medicaid Eligibility
Christine Oyler, Services Planning Coordinator at Bellomo & Associates, is the firm's Medicaid team member. Since 2016, Christine has used her nursing…
- The Red Wagon Estate Planning & Elder Law Show
Protecting Your Assets: A Detailed Look at Trusts, Q & A Part 2
Welcome to the second installment of our two-part series on asset protection trusts. In our previous episode, we explored advanced concepts related to the…
- The Red Wagon Estate Planning & Elder Law Show
Protecting Your Assets: A Detailed Look at Trusts, Q & A Part 1
We're thrilled by the level of engagement we see in our clients and podcast listeners. Your questions are always welcome because understanding the concepts in…
- The Red Wagon Estate Planning & Elder Law Show
Understanding Guardianship: Legal Challenges for Families with Special Needs and Aging Loved Ones
Carolyn (Carrie) Pugh is an attorney with Bellomo & Associates. In addition to elder law and estate planning, she is experienced in family law, custody…
- The Red Wagon Estate Planning & Elder Law Show
Supporting Caregivers and People with Dementia: The Alzheimer's Association of Greater Pennsylvania
Fran Gibbons is the senior director of development for the Greater Pennsylvania Chapter of the Alzheimer's Association. The organization serves western…
- The Red Wagon Estate Planning & Elder Law Show
More than Money: Josh Hummer's Innovative Approach to Estate Planning
Joshua Hummer found that he had a passion for helping people with the intricacies of elder law and estate planning. However, he soon noticed a recurring issue…
- The Red Wagon Estate Planning & Elder Law Show
Jay Metzbower: Applying a Civil Servant's Heart to the Practice of Elder Law and Estate Planning
Jay Metzbower, Jr., is an attorney at Bellomo & Associates. After 10+ years in civil service, Jay decided to change careers and poured his dedication to…
- The Red Wagon Estate Planning & Elder Law Show
Building Bonds Beyond Business with Client Relationship Manager Amber Rivera
Jeff Bellomo has a knack for finding talent outside normal avenues. And so it was when Amber Rivera waited on Jeff's table during lunch over ten years ago…
- The Red Wagon Estate Planning & Elder Law Show
Lancaster Downtowners: A Creative Approach to Aging at Home
Today, many seniors live longer—often farther away from family—and want to avoid continuing care retirement communities (CCRC). They'd rather age at home in…
- The Red Wagon Estate Planning & Elder Law Show
Common Questions: Clearing Up Confusion in Estate Planning, Elder Law, and Asset Protection
Jeff answers some questions that have been coming up in our conference rooms, workshops, and elsewhere. Generally, if a couple of people ask the same question…
- The Red Wagon Estate Planning & Elder Law Show
From Youth Advocacy to Elder Law: Carrie Pugh Connects with Community
Carolyn (Carrie) Pugh brings a breadth of knowledge and a team-oriented attitude to Bellomo & Associates. In addition to her work in elder law and estate…
- The Red Wagon Estate Planning & Elder Law Show
Legal Legacies and Four-Legged Friends: A Conversation with Susan Hunter
Jeff welcomes retired attorney and businessperson Susan Hunter. Before developing a state-of-the-art indoor dog park and boarding-grooming-training facility in…
- The Red Wagon Estate Planning & Elder Law Show
Tanglewood Life Coaching: Clearing the Brush to Reveal the Best in Us
Jeff's guest is Julie Cassaday, a certified life coach and Level II Reiki Healer, whose unique approach to personal development and empowerment has transformed…
- The Red Wagon Estate Planning & Elder Law Show
Assisted Living Locators: Managing the Maze of Senior Living Options
Finding the right senior living community for yourself or a family member can be overwhelming, emotional, and time-consuming. Assisted Living Locators is a…
- The Red Wagon Estate Planning & Elder Law Show
Numbers and More for 2024: IRS Rulings, Tax Info, and Medicaid Updates
It's that time of year when Jeff provides the newest and most applicable IRS and Medicaid numbers for tax and estate planning purposes. Many of these numbers…
- The Red Wagon Estate Planning & Elder Law Show
Famous Figures, Part 2: What We Can Learn from Celebrity Estate Plans
This is the 2nd part of our examination of celebrity estate plans. Using the real-life stories of some of entertainment's most famous figures, Jeff teaches us…
- The Red Wagon Estate Planning & Elder Law Show
Famous Figures: What We Can Learn from Celebrity Estate Plans
It might not seem like it, but celebrities are people, too. Their estate plans prove that, just like us, some are forward-thinking and prepared while others…
- The Red Wagon Estate Planning & Elder Law Show
Inside Probate: Tips from Cathy Montague's 37 Years in the Field
Jeff "inherited" probate paralegal Cathy Montague two years ago when Bellomo acquired a small elder law firm from a retiring attorney. It didn't take long for…
- The Red Wagon Estate Planning & Elder Law Show
Beyond Numbers: A Client-Centric Approach to Financial Planning with Wade Williams
Jeff welcomes Wade Williams from Integrity Wealth Strategies. With tax, audit, and real estate experience under his belt, Wade found his real passion was…
- The Red Wagon Estate Planning & Elder Law Show
Unlocking Business Leadership Potential: The Keys to Growth with Executive Coach and Mentor Mark Sussman
Jeff welcomes Mark Sussman from Strategic Business Group. Mark is an executive coach, mentor, and family business advisor. He helps leaders widen their…
- The Red Wagon Estate Planning & Elder Law Show
What You Should Know about Elder Care Advocacy with Meg Motter
Jeffrey Bellomo is joined by Meg Motter, Life Care Planning Coordinator at Bellomo & Associates. As an experienced, licensed social worker, Meg provides…
- The Red Wagon Estate Planning & Elder Law Show
From Personal Injury to Parenting Prodigies: Meet Craig Milsten
Jeff is joined today by Craig Milsten. Craig has worked as an assistant District Attorney and the head of litigation at a large general practice law firm. For…
- The Red Wagon Estate Planning & Elder Law Show
Empowering Our Communities: The Impact of Good News Consulting on Dementia Care
Jeff's guest is Tina Hess, the owner of Good News Consulting, a training, consulting, care management, and guardianship company specializing in person-centered…
- The Red Wagon Estate Planning & Elder Law Show
Know the Risks of Gifting Money, Unwrap Peace of Mind Instead
With the holidays upon us, you might be tempted to gift large sums of money to your children. But Jeff warns against this seemingly generous practice because…
- The Red Wagon Estate Planning & Elder Law Show
Estate Planning Essentials: Act Early to Safeguard Your Future
Estate planning is not only for older, established homeowners. Jeff explains how to know when it's the right time to set up powers of attorney and wills. He…
- The Red Wagon Estate Planning & Elder Law Show
Comply with the SECURE Act 2.0: Act Now to Update Your Estate Plan
The Setting Every Community Up for Retirement Enhancement (SECURE) Act 2.0 was passed in December 2022. Some sections are already in effect and others begin…
- The Red Wagon Estate Planning & Elder Law Show
Finding Hope in Loss: Meet Jacob Sherman
When a person calls Bellomo & Associates looking for information for the first time, they speak with Intake Specialist Jacob Sherman. Jacob's passion for…
- The Red Wagon Estate Planning & Elder Law Show
Reflecting on Universal Truths: Jeff's Advice to His Younger Self
Jeff reflects on his many years as an attorney and shares the advice he would give himself as a young lawyer. As it turns out, his advice consists of universal…
- The Red Wagon Estate Planning & Elder Law Show
Don't Gamble with Your Legacy: Choosing the Right Professionals for Elder Law and Estate Planning
Jeff answers another set of commonly asked questions in this last part of our series. But keep your questions coming! Along with guest interviews and deep…
- The Red Wagon Estate Planning & Elder Law Show
Cracking the Code: Estate Planning FAQs Unveiled
As we continue our series, Jeff discusses several misconceptions that surround elder law, asset protection, and estate planning. These questions apply to…
- The Red Wagon Estate Planning & Elder Law Show
Commonly Asked Questions: Don't Wait to Protect Your Assets
In this first part of our series that addresses some commonly asked questions, Jeff highlights the importance of proper planning for asset protection…
- The Red Wagon Estate Planning & Elder Law Show
Legacy Guardians: Navigating Estate Administration with Dana Wieseman
"I believe it's my job and my purpose to assist in all matters and to eliminate any unnecessary stress during this emotional time, and to make the process as…
- The Red Wagon Estate Planning & Elder Law Show
Healing Hearts: How Olivia's House Supports Grieving Families
Jeff talks with K.C. Delp and Julia Dunn, M.Ed., LPC, of Olivia's House, a non-profit organization dedicated to providing no-cost grief and loss support for…
- The Red Wagon Estate Planning & Elder Law Show
Maximize Your Mortgage: Integrating Your Mortgage into Your Estate Plan
Ken Pitts is co-owner of First Choice Mortgage Advisors, a mortgage broker in Media, PA, just outside Philadelphia. Ken's team of highly skilled loan…
- The Red Wagon Estate Planning & Elder Law Show
Craft Your Retirement Roadmap with Stonehenge Advisor Group
Sean Crowley is the owner and founder of Stonehenge Advisor Group, a full-service financial consulting firm specializing in Social Security maximization and…
- The Red Wagon Estate Planning & Elder Law Show
Backstay Digital: Providing Practical Solutions that Elevate Businesses Online
Jeff's guest is Matt Halperin, the founder of Backstay Digital, an innovative company specializing in website design and development along with cross-platform…
- The Red Wagon Estate Planning & Elder Law Show
Mastering Wealth Transfer: Coordinate Your Assets for an Effective Estate Plan
There are four ways to transfer assets to your loved ones: joint ownership, sole ownership, sole ownership with beneficiary designations, and via a trust…
- The Red Wagon Estate Planning & Elder Law Show
The Smart Move: Protect Your Biggest Asset by Placing Your Home in a Trust
Regardless of your financial situation, putting your home in an asset protection trust provides unparalleled benefits—it safeguards the wealth in your home…
- The Red Wagon Estate Planning & Elder Law Show
Our Revolutionary Estate Planning Process: Protect Your Future with Bellomo & Associates
The team at Bellomo & Associates is passionate about providing education and empowering your family with the knowledge you need to make informed estate…
- The Red Wagon Estate Planning & Elder Law Show
Benefits Unlocked: Mastering Medicare and Medicaid for Your Future
We've been getting a lot of questions about the differences between Medicare and Medicaid. It's important to understand the distinctions so that you can make…
- The Red Wagon Estate Planning & Elder Law Show
Estate Planning for Grandparents: The Best Way to Pass Down Your Assets
People often think that they should transfer their assets directly to their grandchildren (or children) to avoid inheritance tax. Jeff explains why signing…
- The Red Wagon Estate Planning & Elder Law Show
Myth Busting the Recent IRS Revenue Ruling on IDGTs: What You Need to Know
A recent revenue ruling by the IRS has caused some confusion. The ruling applies to "intentionally defective grantor trusts" or IDGTs. Bellomo & Associates…
- The Red Wagon Estate Planning & Elder Law Show
Navigating the Legal Minefield: The Risks of DIY Estate Planning
Are you aware of the significant risks in using do-it-yourself legal kits and non-attorneys or non-specialist attorneys for estate planning? Each state has its…
- The Red Wagon Estate Planning & Elder Law Show
Empowered at 18: Balancing Autonomy and Support in Adulthood
Congratulations! You just turned 18. You are an adult now, well, legally speaking. Your parents can no longer gain access to your financial information or make…
- The Red Wagon Estate Planning & Elder Law Show
Dave Miller of Miller Insurance Group
Dave Miller of the Miller Insurance Group (MIG) offers expert guidance and a sincere commitment to helping people navigate the complexities of Medicare…
- The Red Wagon Estate Planning & Elder Law Show
Anthony Billet of abSketches
Anthony Billet's love for art and architecture led him to start abSketches in 2009. The visual marketing agency began by creating renderings and models of…
- The Red Wagon Estate Planning & Elder Law Show
Living a Creative Life with Emily Duncan
It's not easy to quickly summarize the professional life of Jeff's guest, Emily Duncan. She double majored at the University of Iowa where she completed…
- The Red Wagon Estate Planning & Elder Law Show
Finding Success with Dave Romeo of the Romeo Network
Dave Romeo is an author and founder of the Romeo Network, a cohort of specialists in the areas of sales, leadership, personal growth, customer satisfaction…
- The Red Wagon Estate Planning & Elder Law Show
Meet "Bronx Attorney" Will Forero
Will Forero is known as the "Bronx Attorney." As a paralegal, Will worked closely with plaintiffs and their children who had suffered the devastating effects…
- The Red Wagon Estate Planning & Elder Law Show
It's Never Too Late, with Amber Hinds of Ashber
Amber Hinds is owner of AshBer, an independent insurance agency specializing in Medicaid-compliant annuities and long-term care (LTC) insurance solutions…
- The Red Wagon Estate Planning & Elder Law Show
Meet Jessica Delp, Community Outreach Coordinator at Bellomo & Associates
Jessica (Jess) Delp, Community Outreach Coordinator at Bellomo & Associates, gained extensive experience in the non-profit sector prior to joining Bellomo &…
- The Red Wagon Estate Planning & Elder Law Show
Meet Jennah Motter, Director of Operations, at Bellomo & Associates
Jeff's guest is Jennah Motter, Director of Operations, at Bellomo & Associates. Jeff and Jennah met when she taught his daughter's dance class. Back then, Jeff…
- The Red Wagon Estate Planning & Elder Law Show
Meet Deb Vieth, Medicaid Director at Bellomo and Associates
Jeff's guest is Deb Vieth, Medicaid Director at Bellomo & Associates. Deb first discusses the work environment at Bellomo. From trust and collaboration to…
- The Red Wagon Estate Planning & Elder Law Show
William Eadie: Dedicated to Ending Nursing Home Abuse
William Eadie is an attorney dedicated to ending nursing home abuse. His firm, Eadie Hill Trial Lawyers, is one of the few law firms in the area that focuses…