Jeff welcomes retired attorney and businessperson Susan Hunter. Before developing a state-of-the-art indoor dog park and boarding-grooming-training facility in Nevada, Susan ran a successful elder law firm in Indiana. Back then, Susan and Jeff took time from their practices to co-teach a systematized approach of practice to elder law, estate planning, and asset protection attorneys. Through their work as Lawyers with Purpose® members, Susan and Jeff significantly contributed to what is now a nationwide network of highly skilled and effective estate and elder law attorneys. BARK! Canine Club &a ..read more

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 lives. Julie helps individuals reveal the best of themselves by untangling the obstacles to their goals. In addition to private coaching and Reiki, her work extends to communication and organizational training in workshops, webinars, and retreats. Her dynamic presence makes her a favorite keynote speaker with groups of all kinds and sizes. With a distinctive set of skills and a gift for connecting with others, Julie also is a passionate ..read more

Finding the right senior living community for yourself or a family member can be overwhelming, emotional, and time-consuming. Assisted Living Locators is a nationwide network that helps seniors find the community that best meets their needs. Rick Campomizzi, owner of the local Harrisburg-based office, provides free, personalized service and expert guidance through what can be a maze of confusing options.   To learn more, call Rick at (717) 802-1074, email rickc@assistedlivinglocators.com, or visit https://assistedlivinglocators.com/harrisburg.     What You Need to Know   (0 ..read more

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 are discussed in our free, educational workshops. Jeff also likes to review them here along with related questions we get from our clients.   WHAT YOU NEED TO KNOW   (00:00) Episode introduction. (05:50) The federal estate tax limit is now $13.61 million per person or $27.22 MM for a married couple.  (09:14) The annual exclusion gift is set at $18,000 per person per recipient per year. Ask your tax preparer if you should fi ..read more

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 valuable lessons that can be applied to our own situations.    What You Need to Know  (00:00) Episode introduction. (02:56) Singer Whitney Houston created a will in 1993. She died 19 years later with the same will in place. The lesson: Keep your will up to date. Be careful about passing large sums of unprotected money to young people. (07:39) Attorney Robert Kardashian—part of OJ Simpson’s defense team and the father of Ko ..read more

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 fail to protect their assets. Jeff uses the stories of some of the wealthiest and most fascinating figures in entertainment and sports to teach us valuable lessons in estate planning because our legacies matter, too!     What You Need to Know  (00) Episode introduction.  (07:04) Elvis Presley established a trust for his daughter, Lisa Marie. The trust dissolved when she turned 25 and that made the assets vulnerable. The ..read more

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 Jeff and the team to recognize Cathy’s experience and value. And it didn’t take long for Cathy to embrace her new environment and colleagues. Cathy sits down with Jeff to reflect on her long and impressive career. They discuss how sole ownership and probate can be a good financial planning strategy. Then Cathy shares what she has learned about dealing with families experiencing heightened stress and emotion in the wake of loss. In a more ..read more

Jeff welcomes Wade Williams from Integrity Wealth Strategies. With tax, audit, and real estate experience under his belt, Wade found his real passion was helping others as a financial advisor. Jeff and Wade discuss investment management and the process of starting up with an advisor. They also highlight the value of expertise and a client-centric model for legal and financial services. Jeff and Wade round out the discussion with personal reflections on living with purpose, parenting, and values. Jeff also announces a fun, listener-requested enhancement to future podcast episodes! Wade Williams ..read more

Jeff welcomes Mark Sussman from Strategic Business Group. Mark is an executive coach, mentor, and family business advisor. He helps leaders widen their perspective on their business, formulate plans to achieve their goals and monitor their progress. Being in charge can be lonely, so Mark also runs a peer advisory group for CEOs and owners. The Small Business Forum is a collaborative and non-competitive environment where members can provide support and learn from each other. If you are a leader interested in growing your business—especially if you’re navigating decision-making with little, if a ..read more

Jeffrey Bellomo is joined by Meg Motter, Life Care Planning Coordinator at Bellomo & Associates. As an experienced, licensed social worker, Meg provides personalized support for elderly individuals dealing with various challenges related to aging, health, and living arrangements. Meg and Jeff share stories of commitment, personal connections, and the critical role of advocacy in health care. It’s an eye-opening look at just one aspect of service that differentiates this law firm.   What You Need to Know  (02:42) At 16, Meg decided to pursue social work when she cared for an elder ..read more