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We educate so what happened to the Bellomo family doesn’t happen to yours.

We Are Your Local Experts

Estate And Elder Law

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Our Proven Estate Planning Process

1

Reach Out!

Let’s start with a conversation. At Bellomo & Associates, we want you to feel like we are the perfect fit. Give us a call or submit a form on our website to get started.

2

Attend a Workshop

A fun and entertaining way to learn! Our workshops provide you with the information to decide what is right for you. If after attending, you decide we aren’t the right fit – no problem! You’ll never feel any pressure from our team.

3

Schedule an Appointment

If you choose to work with our team after attending a workshop, contact us. We will help you customize your next steps and get you signed up for a legal technical appointment with the attorney!

A Fork in the Road

The book that made Jeff Bellomo aN INTERNational Best Selling Author

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Working with Excellent Allorneys & a Shilled Team

Bellomo & Associates, LLC.

Our firm’s mission is to ensure that you and your family never needlessly, painfully suffer. Every team member has a personal story that has brought us here to advocate for you and your family. We want to replace your burden with peace of mind. We have the answers, but more important, we have your back.

Bellomo & Associates, LLC advises Individuals and families, business owners, senior citizens and their families about the estate planning and elder law challenges facing them today. For seniors and their families facing the issues of aging, or for those of any age who wish to protect their family’s financial future, we counsel clients and provide solutions on: Asset Protection; Specials Needs Trusts; Wills; Trust Design; Medicaid; Estate Planning; Nursing Home Matters; and Estate Administration. For our clients who own businesses, our team assists them with succession planning for their business in conjunction with their estate planning.

Meet

Our Team

Jeff Bellomo

Jeff Bellomo

Elder Law Attorney

My purpose is to educate our community so that no family needlessly suffers like mine did.

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Carolyn Pugh

Carolyn Pugh

Attorney

I enjoy educating our clients about estate planning and Medicaid so that they are able to plan ahead for themselves and families. I love sharing my knowledge to help people in a meaningful way and building relationships with our clients and the community!

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Jay W. Metzbower Jr.

Jay W. Metzbower Jr.

Attorney

Jay W. Metzbower Jr., Esquire earned his Juris Doctor, Cum Laude from the University of Baltimore School of Law.

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Jennah Gerhart

Jennah Gerhart

Chief Operating Officer

Working with a team that is so focused on helping people is truly the biggest blessing. Nothing compares to waking up each day knowing that you are going to help change lives!

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Becky Cramer

Becky Cramer

Director of Operations

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Steve Pergament

Steve Pergament

Director of Enrollment

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Roslyn Drotar-Cassidy

Roslyn Drotar-Cassidy

Director of Marketing

Estate Planning & Elder Law is something near and dear to my heart. I’ve been in the legal space for 25 years and worked in various practice areas. Making a difference for the families we serve is an honor. I love getting our marketing messages out into the community. Planning is far more than pushing papers – we are proudly serving families and supporting them with dealing with issues they care deeply about. Providing peace of mind and getting that message out into the community is something that feels good and makes me so incredibly proud.

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Marjorie Walls

Marjorie Walls

Director of Finance

I love the tangible impact my role has on the estate plan and that it helps bring peace of mind to our clients. I enjoy being part of a team that shares the same goal of educating clients to provide them with the knowledge and tools to make the best decisions in their estate planning process.

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Lauren Paules

Lauren Paules

Director of Estate Planning Department

The best part of my job is knowing that I play a part in making the estate planning process easier on our clients! Seeing my parents go through a much more complicated process with their parents showed me just how important it is to prepare for the future!

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Janette Smith

Janette Smith

Intake Specialist

Connecting with others is Janette Smith's passion! Lucky for Janette, this makes her perfectly suited to the Bellomo Team. Mrs. Smith is dedicated to building a bridge of connection for our current and future clients.

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Amber Rivera

Amber Rivera

Client Relationship Manager

I do what I do because customer service and helping people is my calling. When working amongst people with the same values and goals, it isn’t much like work. It is like we are a family, spreading that same value & education to each client we come in contact with. That connection makes it so rewarding, and then they become our extended family.

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Andrea Loughlin

Andrea Loughlin

Enrollment Specialist

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Andrew Cramer

Andrew Cramer

Client Relations Manager

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Angie Stringer

Angie Stringer

Marketing Coordinator

Life is short! Enjoy every moment and always look for the good!

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Cathy Montague

Cathy Montague

Probate Paralegal

Walking side-by-side with a family and handling the affairs of their deceased loved ones gives me a sense of pride and purpose. In most cases, the probate process is new to them and overwhelming. It is my hope that I can alleviate their stress, and educate them at the same time.

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Christine Haberberger

Christine Haberberger

Probate Paralegal

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Christine Oyler

Christine Oyler

Services Planning Coordinator

I love being able to educate families on Medicaid, asset protection, and how our team can help them through one of the most overwhelming and difficult times in their lives.

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Dana Wieseman

Dana Wieseman

Estate Administration Paralegal

I find estate administration to be very gratifying. I not only enjoy the work that I do, but I find that working with the executor and the family to be equally gratifying as well. I believe it is 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 easy as possible.

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Deb Vieth

Deb Vieth

Medicaid Coordinator

I love what I do! I love helping clients achieve results and receive the help that they need. My favorite part is getting to know the clients and listening to them share their stories with me!

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Gina Dillon

Gina Dillon

Probate Paralegal

There are many aspects of being a probate paralegal that I find rewarding. During such a difficult time, I truly empathize with what my clients are feeling. My ability to guide them through the probate process from start to finish is why I do this job.

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Jacob Sherman

Jacob Sherman

Intake Specialist

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Jailyn Sepulveda

Jailyn Sepulveda

Director of First Impressions

My purpose is to educate our community so that no family needlessly suffers like mine did.

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Jennifer Grove

Jennifer Grove

Medicaid Paralegal

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Jessica Delp

Jessica Delp

Community Outreach Coordinator

I love being out in the community and sharing how Bellomo & Associates can help individuals and their loved ones. Having lost my mom in my early 20’s, I personally can attest to how important estate planning is. Being a part of a team that provides guidance and peace to families is a blessing.

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Joe Stenhouse

Joe Stenhouse

Drafting Paralegal

I take great pride in helping clients to realize their vision for the future of their family, and to give them the peace of mind that comes with that security.

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Julianne Motter

Julianne Motter

Administrative Assistant

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Kristine Wheeler

Kristine Wheeler

Lifecare Planning Assistant

Kristine is our Life Care Planning Assistant and Client Services Coordinator.

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Leona Larkin

Leona Larkin

Bookkeeper

I love what I do and to be able to do it with a wonderful group of individuals whose goal is to help others makes it so much more rewarding!

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Lisa Wolfe

Lisa Wolfe

Funding Coordinator

Life brings on challenges. I enjoy being able to provide information to people to assist them in making the best decisions for themselves and their families.

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Mary Oldham

Mary Oldham

Funding Coordinator

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Meg Motter

Meg Motter

Client Care Advocate
LCSW, CDP

I strive daily to bring my eyes and ears to my clients—identifying their needs and listening carefully to their wishes. I strive daily to bring my knowledge and my heart to my families—equipping them with information and supporting them in their caregiver journey. Navigating aging and healthcare is difficult—I strive daily to make the journey easier for our Bellomo families.

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Danielle Rhodes

Danielle Rhodes

Client Care Advocate

I strive daily to bring my eyes and ears to my clients—identifying their needs and listening carefully to their wishes. I strive daily to bring my knowledge and my heart to my families—equipping them with information and supporting them in their caregiver journey. Navigating aging and healthcare is difficult—I strive daily to make the journey easier for our Bellomo families.

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Victoria Withers

Victoria Withers

Data Entry Specialist

I love being a resource to our clients to provide exceptional service and guidance through their specialized Estate Planning needs. I take pride in connecting with and supporting our client families with making the process quick and easy for our clients at Bellomo & Associates. Being a support to them every step of the way. From the initial call to final signing of their documents.

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Come to our Workshops

At The Workshop, You'll Learn:

Wills v. Trusts

How to maintain control of your life savings

All about Medicaid eligibility for the Nursing Home

Assets Protection from long-term care costs

Attorney Jeff Bellomo's

Purpose Story

I dreaded the thought of estate planning and put it off for years. To my pleasant surprise, working with Bellomo & Associates was wonderful. The process was efficient, all of my questions were answered and the cost was reasonable.

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Contact Us Today

Our firm realizes that clients are entrusting us with the matters that are most important to them. We’re here to help.

FAQs

Any assets which have a Beneficiary named (e.g. IRAs, 401(k)s, life insurance policies) or are jointly owned with someone else (e.g. joint bank accounts, assets which are owned jointly by a husband and wife or two spouses).

Any assets which are not non-probate assets; assets in the Decedent’s name alone such as bank accounts, investment accounts, motor vehicles.

A planning technique used where a person gives up direct access to certain assets which he or she intends to protect from creditors.

The tax charged by the federal government on estates upon the death of the asset owner. As of the new tax laws as of January 1, 2018, the federal estate tax currently applies to estates with assets valued more than $11,200,000 for an individual, or $22,400,000 for a married couple (this amount may change from year to year); not an issue for over 99% of Americans.

Testimonials

Lance Berkebile
Lance Berkebile
22:44 13 May 22
Great to work for as a contractor . Excellent communication . A+
See All Reviews
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I had the privilege of attending an Elder Law Boot Camp this week presented by Jeffrey Bellomo. I was impressed and grateful for the time and energy he gave to everyone in the room free of charge, equipping and educating us to better serve those in our sphere of influence. Definitely a top-notch guy that's easy to like and trust. I look forward to further connections with Bellomo & Associates in the future. I have no question they are who you want to see for Elder Law services.
Stephanie Yarberough
Stephanie Yarberough
2024-04-26
I can't say enough about Jeff and the entire Bellomo Group! We are so blessed to have such an extraordinary Estate Planning, Elder Care & Asset Protection Planning group available to us! Jeff and his group helped my parents & my spouse's parents with their Estate Planning. We lost my mother-in-law a few months later and we were blessed to have his team helping us through the entire journey. Thank you for your kindness, empathy and stealth knowledge that helped my loved ones. We are next to set an appointment and set the path for our Estate Planning journey!
Heather Shue
Heather Shue
2024-04-25
Jeff and the whole team at Bellomo and Associates are not only knowledgeable but they take the time to get to know you on a personal level so that you receive the best service for you and your loved ones. I highly recommend them!
Tangie Cramer
Tangie Cramer
2024-03-05
Friendly, approachable experts in the field who make everything so accessible (both informationally and cost wise) and know how to help you as circumstances change over the years.
Nathan Hammond
Nathan Hammond
2024-01-13
Ladies were excellent in presenting our mother with the POA. She understood what was happening. Quick and easy. Thank you for getting this together on short notice.
casey Mae
casey Mae
2024-01-12
Wonderful group of people to work with. Very nice, very informative.
Lorie Rohrbaugh
Lorie Rohrbaugh
2023-12-29
They offered a free estate planning seminar complete with coffee/tea and cookie. No pressure whatsoever. I recommend it for anyone, any age.
Robert Bragg
Robert Bragg
2023-12-15