A new podcast brought to you by Town Legal about all things planning law and planning (oh yes, and chickens!).
…
continue reading
Attorney Barry Gardiner discusses legal issues relating to estate planning, wills and trusts, federal taxation, elder law, and other corporate and business law topics, especially as they relate to people and businesses in New York and New Jersey.
…
continue reading
Klenk Law Estate Planning Podcast seeks to provide clarity regarding the many gray areas surrounding estate planning issues. We hope to spark a desire for you to take action and plan ahead.
…
continue reading
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.
…
continue reading
Learn how to protect yourself and your loved ones as we help you navigate the estate planning process.
…
continue reading
A podcast hosted by attorney Brian A. Barboza discussing the areas of Estate Planning, Probate, and Bankruptcy Law. Covers the substantive law and the hot topics in the current world of bankruptcy, estate planning, and probate.
…
continue reading
1
Michael J. Young, Estate Planning and Elder Law Attorney
Michael J. Young, Estate Planning Attorney
Welcome to the podcast site of Michael J. Young, estate planning attorney. Mr. Young practices in the areas of Estate Planning, Asset Protection, Elder Law and Probates. Cover art photo provided by Jarrett Fifield on Unsplash: https://unsplash.com/@wesailfurther
…
continue reading
A series of lectures covering everything there is to know about the law and tax aspects of charitable gift planning. Earn CFRE credits by taking the test (link included in final episode).
…
continue reading
1
Building Bonds Beyond Business with Client Relationship Manager Amber Rivera
28:00
28:00
Na później
Na później
Listy
Polub
Polubione
28:00
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. Since then, Amber has been a key player at Bellomo & Associates. As client relationship manager, she exemplifies the very best of customer service ideals. She guides her clients and supports her…
…
continue reading
1
Selling Property in Probate with Mark Charlesworth
38:24
38:24
Na później
Na później
Listy
Polub
Polubione
38:24
In this episode, Tammi sits down with real estate expert Mark Charlesworth to delve into the intricacies of the probate process and selling property under probate. They explore key aspects to watch for, including how to avoid predatory tactics, and emphasize the critical role of professional guidance during this challenging time. Connect with Mark …
…
continue reading
1
Can The Executor of a Will Access Bank Statements?
4:48
4:48
Na później
Na później
Listy
Polub
Polubione
4:48
Understand the broad powers granted to executors, allowing them to obtain various financial records necessary to gather assets, pay bills, and execute the estate plan.Autor: Klenk Law
…
continue reading
1
Lancaster Downtowners: A Creative Approach to Aging at Home
27:51
27:51
Na później
Na później
Listy
Polub
Polubione
27:51
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 familiar surroundings. But, aging at home usually requires some degree of assistance, which can be difficult to find. Jeff’s guest, Melissa Ressler, is the executive director of Lancaster Downt…
…
continue reading
1
Sealing the Deal: Will Execution Formalities Explained
16:32
16:32
Na później
Na później
Listy
Polub
Polubione
16:32
In this episode, host Tammi Caress emphasizes the crucial importance of properly signing a Last Will and Testament to ensure its validity. She shares some jaw-dropping tales of what happens when wills aren't signed correctly—think unexpected heirs and family drama. Tammi’s advice? Get a pro, follow the rules, and keep the peace (and your wishes) in…
…
continue reading
1
Common Questions: Clearing Up Confusion in Estate Planning, Elder Law, and Asset Protection
30:26
30:26
Na później
Na później
Listy
Polub
Polubione
30:26
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, then we know that other people are thinking it, too. And, since we’re dedicated to education here at Bellomo & Associates, we like to jump in right away and clear up any confusion that might…
…
continue reading
1
Untangling the Knot: Oregon’s Spousal Elective Share
12:07
12:07
Na później
Na później
Listy
Polub
Polubione
12:07
Is your spouse entitled to a certain share of your estate? In this episode Tammi Caress discusses Oregon’s Elective share, the amount a spouse is entitled to receive, and how planning ahead can save time and expense for your loved ones. Connect with Tammi Caress https://caresslaw.estate/ https://www.linkedin.com/in/caresslaw/…
…
continue reading
1
From Youth Advocacy to Elder Law: Carrie Pugh Connects with Community
30:32
30:32
Na później
Na później
Listy
Polub
Polubione
30:32
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 planning, she has extensive experience in family law, youth advocacy, and Social Security disability, among other disciplines. She loves people and helping others, but animals figure prominently i…
…
continue reading
1
How to Fund Your Revocable Living Trust
7:23
7:23
Na później
Na później
Listy
Polub
Polubione
7:23
Learn the importance of properly funding a revocable living trust, including the need to transfer assets like real estate, LLCs, bank accounts, and life insurance into the trust to avoid probate.Autor: Klenk Law
…
continue reading
1
When there’s no Will – Understanding Intestate Succession
27:42
27:42
Na później
Na później
Listy
Polub
Polubione
27:42
How would you feel if you had no control over who inherited from you? This is precisely what happens when a person passes away without a will: they give up their freedom to choose who their beneficiaries are and how they inherit. In this episode we discuss what it means to die intestate (without a Will) and the impact it has on those you leave behi…
…
continue reading
1
Legal Legacies and Four-Legged Friends: A Conversation with Susan Hunter
30:14
30:14
Na później
Na później
Listy
Polub
Polubione
30:14
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 planni…
…
continue reading
1
Tanglewood Life Coaching: Clearing the Brush to Reveal the Best in Us
26:30
26:30
Na później
Na później
Listy
Polub
Polubione
26:30
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 orga…
…
continue reading
1
Empowering Healthcare Choices: A Guide to Advanced Directives
27:38
27:38
Na później
Na później
Listy
Polub
Polubione
27:38
Joining host Tammi Caress in this episode of Navigating Estate Planning with Caress Law is Lori Eckel, a certified clinical social worker who focuses on palliative care, hospice, and serious illness. Tammi and Lori discuss the significance of living wills and advanced directives, emphasizing the part they play in a person's priorities and values, a…
…
continue reading
1
What to Do if The Executor is Ignoring You
7:47
7:47
Na później
Na później
Listy
Polub
Polubione
7:47
Join us as we discuss the challenges faced when executors fail to provide necessary information to beneficiaries. Get step-by-step guidance to address such situations, including hiring an attorney or seeking intervention from a judge to ensure the rightful distribution of assets.Autor: Klenk Law
…
continue reading
In this episode of "Navigating Estate Planning with Caress Law," host Tammi Caress dives into the often-overlooked yet crucial topic of including pets in your estate plan. With her beloved golden retriever by her side, Tammi emphasizes the emotional bond we share with our furry companions and offers actionable steps to ensure their care even after …
…
continue reading
1
Assisted Living Locators: Managing the Maze of Senior Living Options
28:14
28:14
Na później
Na później
Listy
Polub
Polubione
28:14
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 …
…
continue reading
1
Interview Special: 46 years in the law
52:57
52:57
Na później
Na później
Listy
Polub
Polubione
52:57
Join us as we look back at Patrick Robinson’s long and successful career ahead of his retirement. Patrick was one of Town Legal’s founding partners and the firms’ first Managing Partner. Starting his career before the advent of mobile phones and emails, Patrick has had a very impressive career, and we discuss some of his key highlights (and a few l…
…
continue reading
1
Strategic Legacy Building: Advanced Strategies in Estate Planning
27:18
27:18
Na później
Na później
Listy
Polub
Polubione
27:18
Tammi Caress is the founder of Caress Law, PC, a boutique estate planning, probate, and trust administration firm servicing clients in the States of Oregon and Washington. In today’s episode, Tammi shares advanced estate planning strategies to minimize estate taxation and pass more wealth to your loved ones. Key Points: Overview of estate and gift …
…
continue reading
1
Numbers and More for 2024: IRS Rulings, Tax Info, and Medicaid Updates
28:49
28:49
Na później
Na później
Listy
Polub
Polubione
28:49
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. …
…
continue reading
1
Behind Closed Doors: Disclosing Private Matters to Your Estate Planning Attorney
21:58
21:58
Na później
Na później
Listy
Polub
Polubione
21:58
Tammi Caress is the founder of Caress Law, PC, a boutique estate planning, probate, and trust administration firm servicing clients in the States of Oregon and Washington. In Today’s episode Tammi Caress shares with you the importance of transparency with your estate planning attorney. Key Points: Transparency with Your Estate Planning Attorney Und…
…
continue reading
1
Famous Figures, Part 2: What We Can Learn from Celebrity Estate Plans
30:32
30:32
Na później
Na później
Listy
Polub
Polubione
30:32
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 …
…
continue reading
1
Famous Figures: What We Can Learn from Celebrity Estate Plans
29:38
29:38
Na później
Na później
Listy
Polub
Polubione
29:38
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 ou…
…
continue reading
1
Unlocking Your Legacy: The Art of Estate Planning and Disclaimers | Navigate Inheritance with Confidence
27:24
27:24
Na później
Na później
Listy
Polub
Polubione
27:24
In this podcast episode, Tammi Caress, founder of Caress Law, delves into the power of disclaimers in estate planning to minimize estate taxes and maximize inheritance. Through clear explanations and illustrative examples, listeners gain insights into how disclaimers can strategically shape one's legacy. Tammi emphasizes the importance of timely ac…
…
continue reading
1
IF YOU FILE BANKRUPTCY WILL YOU HAVE TO GO TO COURT
4:11
4:11
Na później
Na później
Listy
Polub
Polubione
4:11
IF YOU FILE BANKRUPTCY WILL YOU HAVE TO GO TO COURT
…
continue reading
1
Demistifying the Term "Estate": Understanding its True Meaning
15:50
15:50
Na później
Na później
Listy
Polub
Polubione
15:50
Understanding your estate is crucial for securing your legacy and protecting your loved ones' futures. Join us in this episode as we demystify the term 'estate' and explore its profound impact on your estate plan. Understanding the Estate An estate comprises all your assets, regardless of their value, including: Real property (e.g., homes, land) Ca…
…
continue reading
1
Inside Probate: Tips from Cathy Montague's 37 Years in the Field
28:07
28:07
Na później
Na później
Listy
Polub
Polubione
28:07
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 …
…
continue reading
1
ADVANTAGES OF AN ATTORNEY DRAFTED ESTATE PLAN VERSUS A DIY PLAN
5:02
5:02
Na później
Na później
Listy
Polub
Polubione
5:02
ADVANTAGES OF AN ATTORNEY DRAFTED ESTATE PLAN VERSUS A DIY PLAN
…
continue reading
1
7 Common Mistakes to Avoid When Creating your Estate Plan
25:44
25:44
Na później
Na później
Listy
Polub
Polubione
25:44
In this episode, we explore the intricacies of estate planning and highlight seven common mistakes individuals often make when crafting their estate plans. From procrastination to neglecting digital assets, our discussion aims to empower listeners with the knowledge to navigate these pitfalls and secure their legacy. In this episode you will learn …
…
continue reading
1
Beyond Numbers: A Client-Centric Approach to Financial Planning with Wade Williams
29:32
29:32
Na później
Na później
Listy
Polub
Polubione
29:32
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 m…
…
continue reading
1
WHEN SHOULD YOUR ESTATE PLAN INCLUDE A TRUST
4:18
4:18
Na później
Na później
Listy
Polub
Polubione
4:18
WHEN SHOULD YOUR ESTATE PLAN INCLUDE A TRUST
…
continue reading
1
Unlocking Business Leadership Potential: The Keys to Growth with Executive Coach and Mentor Mark Sussman
21:39
21:39
Na później
Na później
Listy
Polub
Polubione
21:39
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 Smal…
…
continue reading
1
CAN CREDITORS OBJECT TO YOUR BANKRUPTCY CASE
4:17
4:17
Na później
Na później
Listy
Polub
Polubione
4:17
CAN CREDITORS OBJECT TO YOUR BANKRUPTCY CASE
…
continue reading
1
What You Should Know about Elder Care Advocacy with Meg Motter
30:13
30:13
Na później
Na później
Listy
Polub
Polubione
30:13
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 t…
…
continue reading
1
Christmas Special: 12 months of planning
35:13
35:13
Na później
Na później
Listy
Polub
Polubione
35:13
Victoria and Nikita run through a planning themed "12 Days of Christmas" looking back at some highlights from 2023.Autor: Town Legal LLP
…
continue reading
1
From Personal Injury to Parenting Prodigies: Meet Craig Milsten
28:20
28:20
Na później
Na później
Listy
Polub
Polubione
28:20
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 last 18 years, he has been with Katherman Briggs & Greenberg (KBG) Injury Law. Craig is an experienced trial attorney and specializes in personal injury claims. Both Craig and Jeff have t…
…
continue reading
1
SHOULD YOU PLACE YOUR REAL ESTATE INTO A TRUST OR LLC
3:26
3:26
Na później
Na później
Listy
Polub
Polubione
3:26
SHOULD YOU PLACE YOUR REAL ESTATE INTO A TRUST OR LLC
…
continue reading
1
Empowering Our Communities: The Impact of Good News Consulting on Dementia Care
27:27
27:27
Na później
Na później
Listy
Polub
Polubione
27:27
Jeff’s guest is Tina Hess, the owner of Good News Consulting, a training, consulting, care management, and guardianship company specializing in person-centered dementia care since 1998. Members of the team also began serving as court-appointed guardians in 2004. With its advocacy, caregiver training, and resources for professionals and families, Go…
…
continue reading
1
Know the Risks of Gifting Money, Unwrap Peace of Mind Instead
26:51
26:51
Na później
Na później
Listy
Polub
Polubione
26:51
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 gifting money and/or assets carries real and potential risks, including loss of control, severe tax implications, and inability to pay for long-term care. Jeff recommends a more thoughtful and…
…
continue reading
1
How To Determine If You Qualify For Bankruptcy
3:52
3:52
Na później
Na później
Listy
Polub
Polubione
3:52
HOW TO DETERMINE IF YOU ARE ELIGIBLE FOR BANKRUPTCY
…
continue reading
1
Estate Planning Essentials: Act Early to Safeguard Your Future
25:52
25:52
Na później
Na później
Listy
Polub
Polubione
25:52
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 outlines state laws that will determine how medical decisions and finances will be handled if a person dies or becomes incapacitated without legal documents in place. Then, he ties it all toget…
…
continue reading
1
Comply with the SECURE Act 2.0: Act Now to Update Your Estate Plan
21:58
21:58
Na później
Na później
Listy
Polub
Polubione
21:58
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 January 1, 2024. The law focuses mainly on retirement and tax-related issues, but has significant implications for estate planning, also. People who have estate plans that list trusts as benefi…
…
continue reading
1
Finding Hope in Loss: Meet Jacob Sherman
30:34
30:34
Na później
Na później
Listy
Polub
Polubione
30:34
When a person calls Bellomo & Associates looking for information for the first time, they speak with Intake Specialist Jacob Sherman. Jacob’s passion for helping others, especially when they are going through a tough time, is evident from the start. As a provider of what Jeff calls, “service extraordinaire,” Jacob ensures that a person’s initial in…
…
continue reading
There’s lots for us to cover after an extended summer break – the Levelling Up and Regeneration Act receives royal assent, the government announces its long-term plan for housing, the introduction of mandatory BNG regulations get delayed and the SoS refuses the called-in M&S application. Victoria and Nikita also welcome their first fellow Townie as…
…
continue reading
1
HOW TO UTILIZE YOUR RETIREMENT ACCOUNTS IN YOUR ESTATE PLAN
3:29
3:29
Na później
Na później
Listy
Polub
Polubione
3:29
HOW TO UTILIZE YOUR RETIREMENT ACCOUNTS IN YOUR ESTATE PLAN
…
continue reading
1
Reflecting on Universal Truths: Jeff’s Advice to His Younger Self
25:29
25:29
Na później
Na później
Listy
Polub
Polubione
25:29
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 truths: think differently; keep learning and growing; be clear, consistent, and honest in your communications; accept that people need to make their own decisions in their own time; nurture …
…
continue reading
1
Don’t Gamble with Your Legacy: Choosing the Right Professionals for Elder Law and Estate Planning
25:21
25:21
Na później
Na później
Listy
Polub
Polubione
25:21
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 dives into special topics, we will continue to address your questions periodically. And, of course, we’re happy to assist you in our workshops, meetings, and all of the ways we interact. What You…
…
continue reading
1
Episode 12: Avoiding the Government with a Revocable Trust
15:04
15:04
Na później
Na później
Listy
Polub
Polubione
15:04
Peter Klenk, estate planning lawyer, uncovers the complexities of financial planning and the role of revocable trusts in preserving wealth and autonomy. This isn't just about avoiding taxes; it's about empowering yourself to control your financial destiny.Autor: Klenk Law
…
continue reading
1
Episode 11: How to Fund a Revocable Trust
13:13
13:13
Na później
Na później
Listy
Polub
Polubione
13:13
Estate Planning Lawyer, Pete Klenk delves into the often overlooked but crucial aspect of estate planning - funding a revocable trust. In this episode, he breaks down the importance of funding your revocable trust, exploring the common misconceptions and pitfalls associated with this essential step.Autor: Klenk Law
…
continue reading
1
Cracking the Code: Estate Planning FAQs Unveiled
25:40
25:40
Na później
Na później
Listy
Polub
Polubione
25:40
As we continue our series, Jeff discusses several misconceptions that surround elder law, asset protection, and estate planning. These questions apply to everyone, regardless of financial status. Whether he’s talking about basic wills, different types of trusts, or the significance of the red wagon, Jeff uses relatable examples to make the concepts…
…
continue reading
1
Will Bankruptcy Eliminate Medical Debts
0:52
0:52
Na później
Na później
Listy
Polub
Polubione
0:52
WILL BANKRUPTCY ELIMINATE MEDICAL DEBTS
…
continue reading