The Red Wagon Estate Planning & Elder Law Show

Jeffrey Bellomo
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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.

  1. Aug 13

    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 are only as effective as the people who execute them. The key is to coordinate planning and prepare someone, a family hero, who understands the role, the family's wishes, practical details, and the boundaries of their authority. You'll learn how important communication is for a family when estate planning. Good communication helps the family hero avoid confusion, family conflict, and costly mistakes. Jeff also discusses the benefits of The Red Wagon Club and how The Family Hero Workshop evolved while he was working on his upcoming book, THE COORDINATION CRISIS.   WHAT YOU NEED TO KNOW (00:00) What does it mean to be a fiduciary, power of attorney (PoA), executor, or trustee? (03:15) The Red Wagon Club and The Fiduciary Workshop (05:28) The Family Hero Workshop prepares the family hero (08:24) The role of the family hero (10:28) Estate planning binders aren't enough (11:59) Planning is "love made visible," but should PoA be given early?  (16:23) What should family members know about your wishes? (17:49) The problem with forced distributions    (18.58) Clear communication can prevent confusion and family conflict (22:27) What are the risks or liability for the fiduciary? (24:01) Families and professionals need to coordinate planning (26:04) Prepare your family's hero   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/

  2. Jul 30

    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 facing overwhelming legal fees. As an alternative, both of their law firms use free group workshops to make sophisticated estate planning easier to understand and more affordable for clients.  Similarly, Jeff and Tim employ a game-changing "fully loaded toolbox" approach to estate planning so that their clients are sure to have the right plans in place to protect their families.  This is a terrific behind-the-scenes look at how Jeff and Tim continue to pursue, develop, and share best practices that strengthen their businesses and serve the best interests of their clients.   The Sechler Law Firm is headquartered in Warrendale (PA) with satellite offices in the Pittsburgh area. To sign up for Tim's workshops, visit https://sechlerlawfirm.com/ or call (724) 841-1393.   WHAT YOU NEED TO KNOW (00:00) Introduction: Tim Sechler of the Sechler Law Firm (03:19) How Tim's personal experience shaped his career   (06:10) The problem with traditional client decision making   (08:49) Workshops improve decision making and reduce estate planning costs  (11:26) Like-minded attorneys sharing best practices   (13:56) How "good, better, best" options create confusion   (15:42) The game-changing "fully loaded toolbox" approach to estate planning   (18:50) Increasing efficiency and cutting costs by more than 50%  (22:40) A win-win and renewed enthusiasm for helping people    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/

  3. Jul 16

    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 dropping 100 pounds and finishing his first marathon, Jeff developed knee and shin pain that traditional therapies could not fix.  Enter Bonnie Wilder, DPT, the physical therapist and coach behind Running the Extra Miles. Dr. Wilder showed Jeff that his debilitating pain cycle would continue as long as he only addressed his symptoms. Instead, her work with Jeff focused on biomechanics and the root cause of his knee and shin pain.  As a runner and Division 1 athlete, Dr. Wilder knows from experience that recurring injuries and setbacks can be frustrating. As a result, she has developed an evidence-based approach to efficient, personalized rehab and training. You can connect with Dr. Wilder and Running the Extra Miles via email (preferred) and the social media channels below: Email: connect@runningtheextramiles.com @bonniewilder.dpt on Instagram, Facebook, YouTube, and TikTok   WHAT YOU NEED TO KNOW (00:00) Introduction: Bonnie Wilder, DPT  (02:28) Physical therapist and run coach   (05:30) From D1 athlete to marathoner   (07:00) Reaching thousands of runners with virtual PT  (09:31) How Jeff found relief from chronic knee and shin pain  (11:44) Personal experience meets PT meets entrepreneurship  (14:10) Biomechanics and fixing the root cause of pain   (16:12) Progressive overload and updating therapies as needs change    (17:53) Rethinking traditional running therapies  (19:41) A public journey and a public thank you  (20:50) How to reach Dr. Bonnie Wilder and Running the Extra Miles  (22:07) Providing inspiration for runners everywhere    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/

  4. Jul 2

    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 Steve Jobs, but he is well known and well regarded as one of the architects behind the practice management systems in use throughout the legal profession. Jeffrey Bellomo learned about these systems and adopted them at Bellomo & Associates after reading THE E-MYTH ATTORNEY and THE ENTERPRISE LAW FIRM MODEL, two books co-authored by Mr. Armstrong.  Robert Armstrong also co-founded the American Academy of Estate Planning Attorneys (AAEPA), a prominent national membership organization that provides continuing legal education, marketing, and practice management tools to estate and tax planning attorneys. Mr. Armstrong now leads American Academy Wealth, also.  Please join Jeff for his discussion with Robert Armstrong, a true pioneer with decades of experience revolutionizing how families protect their wealth.    RESOURCES American Academy of Estate Planning Attorneys: AAEPA.com THE E-MYTH ATTORNEY by M. Gerber, R. Armstrong & S.M. Fisch  THE ENTERPRISE LAW FIRM MODEL by R. Armstrong, S.M. Fisch & M.S. Eghrari   WHAT YOU NEED TO KNOW (00:00) Episode introduction: Robert Armstrong (02:35) The American Academy of Estate Planning Attorneys (AAEPA) (04:14) Creating an enterprise model law firm and wealth management  (06:14) The five-meeting system for clients (08:58) The Enterprise Law Firm Model and The E-Myth Attorney  (10:07) Practice management, systems, and running a law firm  (13:07) Membership programs and professional boot camps (14:12) The truth about Tennessee and San Diego (17:03) Paradigms and the 11 essential systems (20:17) Dimensional Fund Advisors and funding trusts  (23:05) Membership in the AAEPA and American Academy Wealth      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.

  5. Jun 18

    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 apart marriage, companionship marriage... the types of marriages and families seem almost endless.   The only thing more complex than the unions themselves is the laws surrounding the financial resources of the various parties. Add divorce or death to the mix, and the complexities multiply. So, how are financial resources affected when relationships change? It's no surprise that ownership of wealth is often disputed.  To bring more awareness to the law and wealth dispute resolution, Jeffrey Bellomo talks with Kelly Lise Murray, JD, a lawyer, legal scholar, and retired Vanderbilt Law School faculty member. Professor Murray explains the legal landmines that can be hiding inside today's modern marriages. The landmines are being tripped every day, and most people never see them coming.     Learn more: Prof. Murray's expanded platform: https://enforcethedivorce.com/  CLE courses for attorneys: https://vettingthehouse.com/ Training for Professionals: https://www.divorcethishouse.com/     WHAT YOU NEED TO KNOW  (00:00) Episode introduction: Kelly Lise Murray, JD   (02:14) The law, legal scholarship, and wealth dispute resolution  (03:22) Professor Murray's education and career trajectory     (04:52) Taking care of family and teaching at Vanderbilt  (06:21) The law and divorce, blended families, and 2+ marriages  (08:37) Teaching lawyers, financial, and real estate professionals  (11:05) Wealth dispute resolution and marriage-related events  (13:13) Protecting financial resources amid changes in marital status  (15:57) The importance of updating estate plans   (18:08) Community outreach and continuing education for lawyers  (21:34) How to learn more and contact Professor Murray      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  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/

  6. Jun 4

    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 room. But what is the alternative? Jeffrey Bellomo explores in-home, relationship-driven medical care for seniors with Kristen Nebel, DO, of PEACE OF MIND Aging & Wellness Specialists.   Dr. Nebel is double board-certified in Family Medicine and Geriatrics with a special interest in all types of dementia, caregiver support, education, and advocacy. She offers a "direct primary care" subscription model that bypasses insurance and provides unhurried, personalized medical care directly to her senior patients, whether they reside in their own home or a care facility.  In addition to the complexities of senior care, Jeff and Dr. Nebel discuss the emotional weight of guardianship hearings and how aging parents can become the target of financial exploitation by family members. Dr. Nebel provides in-home primary care, end-of-life care, geriatric consultations, medical-legal case reviews, cognitive testing, and capacity evaluations.  Learn more about PEACE OF MIND Aging & Wellness Specialists   Website: peaceofmindaging.com  Call: (717) 723-8531   Email: Info@peaceofmindaging.com    WHAT YOU NEED TO KNOW (00:00) Episode introduction: Dr. Kristen Nebel  (01:39) Dr. Nebel's history offering in-home medical care for seniors (04:40) How COVID exposed a crisis in senior medical care   (06:05) Who requests capacity evaluations and what can they reveal?   (10:00) Traveling to serve seniors in Lancaster County and surrounding areas  (12:49) The tough reality of guardianship hearings and financial exploitation of seniors  (17:16) What losing legal capacity can mean for a senior and the family  (22:08) Word-of-mouth and how to contact Dr. Nebel   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/

  7. May 21

    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, Jeffrey Bellomo explains why relying on a simple Will can leave a family vulnerable to taxes, probate costs, creditor claims, and unintended outcomes.  Effective estate planning is more than just a Will or a couple of quick documents pulled off the Internet. It's about coordination, protection, and most of all, long-term strategy. Trusts are a smart, flexible alternative that offer control of assets during life, protection after death, and safeguards for your family. Check out Jeff's book, A Fork in the Road: Modern Estate Planning Takes the Other Fork, and attend our free workshops (including "The Three Secrets to Protecting Your Legacy" workshop) to learn more about safeguarding your family's future.   WHAT YOU NEED TO KNOW (00:00) Introduction: Why a Simple Will is Not Enough  (01:19) Key term and function: Last Will and Testament (03:30) Key term and function: Probate   (04:32) Key term and function: Executor/Executrix (06:03) Probate administration can be costly (07:23) Avoiding probate does not avoid inheritance tax (11:16) The truth about Wills and asset protection  (12:25) Key term and function: Trust    (13:34) A trust can avoid probate and protect assets before and after death (14:44) Trusts offer more control and protection than a Will   (16:26) Wills can jeopardize public benefits of disabled/incapacitated beneficiaries  (18:09) Key term and function: Power of Attorney (20:07) A simple Will simply cannot protect assets, especially complex assets (21:37) A Will is better than nothing, but not much better   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/

  8. May 7

    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 after the loss of a spouse. Busy professionals and families also can have trouble keeping track of financial obligations. And, in today's economy, many young people need help creating budgets and tracking scarce financial resources. As a result, a valuable service industry has emerged to provide the knowledge, trust, and time needed to pay bills, organize documents, and engage other financial and legal professionals. So, Jeff Bellomo introduces us to Lindsay Mills, founder of Cardinal Haven, LLC, who discusses the services she provides as a Daily Money Manager.   Lindsay shares how her 20+ years in professional finance and a personal loss prompted her to start a reliable and trustworthy financial services business. From the beginning, her goal has been to alleviate the stress of personal financial management amid aging, loss, transition, or time constraints. Lindsay handles the details so that her clients can stay focused on living their lives.   Cardinal Haven is insured and bonded and a member of the American Association of Daily Money Managers and the Pennsylvania Association of Notaries. To learn more, call Lindsay at (717) 584-1978, email lindsay@cardinalhavenllc.com, or visit www.cardinalhavenllc.com     WHAT YOU NEED TO KNOW (00:00) Introduction: Lindsay Mills of Cardinal Haven, LLC  (02:27) Lindsay's background and company  (05:30) Daily money manager vs. financial advisor  (08:15) The meaning behind Cardinal Haven  (10:05) Referrals and word-of-mouth  (11:15) Onboarding and free consultations  (13:15) Flexibility in services and service area depending on needs  (15:05) All age ranges can benefit from a daily money manager  (16:37) Reducing stress, listening to clients, and building relationships       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.

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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.

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