Our Revolutionary Estate Planning Process: Protect Your Future with Bellomo & Associates

The Red Wagon Estate Planning & Elder Law Show

The team at Bellomo & Associates is passionate about providing education and empowering your family with the knowledge you need to make informed estate planning and elder care decisions. Our educational workshops and updated service model are revolutionizing estate planning practices all across the country.

The Three Secrets Workshop explains how to protect your family's legacy and why planning for health care costs and long-term care is essential. Our Red Wagon Club offers ongoing support and assistance. And, using our combined estate planning and tax management expertise, we can set up an innovative Roth Alike Trust to protect your retirement assets while promoting tax-free growth.

With these programs and others, you’ll enjoy the assurance that your plans align with changing laws, family dynamics, and individual needs—ultimately giving you greater peace of mind that your assets are protected now and into the future.

What You Need to Know

(01:07) Jeff’s passion for elder law and estate planning started when his mother became ill, and his family was not equipped to handle it. This drives his desire to make sure that families have the education and resources they need to manage financial and health care concerns before a crisis.

(02:16) The free workshops and more affordable service process used by Bellomo & Associates is revolutionizing how estate planning and elder law is practiced.

(03:15) The Three Secrets Workshop provides state-of-the-art education and planning.

(07:46) In the blueprint meeting, we help attendees develop a customized plan. By retooling our program, we are now able to offer more at a price point that is 58% less than that of our previous service model.

(13:26) So, the is house protected, but what about those retirement assets?

(17:36) The Roth Alike Trust is so innovative it’s actually trademarked.

(19:02) The Red Wagon Club, our tremendously popular ongoing maintenance program, offers special monthly events and easy access to our experts. More importantly, it ensures that your plan is always current and aligned with changing laws, changing family dynamics, and changing health care needs.

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 [phone].

Connect with Bellomo & Associates on Social Media

Tune in Saturdays at 7:30 a.m. Eastern to WSBA radio: https://www.newstalkwsba.com/

Twitter: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/