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Life Care Planning
Meg Motter, Client Care Advocate and team lead for Bellomo & Associates’ Life Care Planning program will educate attendees about the importance of proactively planning for their future care needs, especially for those who wish to remain at home, aging in place. Meg will address the physical, financial, and legal challenges faced by families supporting an elderly or disabled adult living in the community and will equip attendees with information about community services, in-home supports, public benefits, and higher levels of care, including assisted living and skilling nursing facilities. Attendees will leave the event armed with lots of stories and a treasure chest filled with pearls of wisdom that Meg has gained in her 35+ years helping seniors remain in the least restrictive setting of their choosing.
The Three Secrets to Protecting Your Legacy
Proper estate planning helps your family avoid time in court, maintain control of your assets, avoid family disputes and minimize delays and costs.
In this complementary workshop, you’ll gain an understanding of the three different “secrets” of Estate Planning that you need to be aware of. What to do, and what not to do to protect your assets for your heirs and future generations.
And …. We’ll answer all your questions you have at the end!
Some common questions we get around estate planning:
- What is Estate Planning?
- What do you mean by “The Three Secrets to Protecting Your Legacy” of Estate Planning?
- What is probate court and how or why should I avoid it?
- What are some of the common mistakes made in Estate Planning?
- What happens if I don’t have a plan?
- What’s the difference between a Will and a Trust?
- When do I need to update an Estate Plan?
- Can I do my Estate Planning myself?
Bellomo & Associates has years of first-hand experience with helping families and individuals navigate the complexities of Estate Planning. It’s important to have a well-informed and well-structured plan to protect not just yourself, but your loved ones and your assets in the event of incapacity or passing.
NUTS & BOLTS OF MEDICAID
In this complimentary workshop we’ll give you valuable information in plain language about how you can protect your family from long-term care costs. If you have a need to discuss nursing care and Medicaid, but the current listed workshop does not suit your schedule, please contact our office immediately to hear other ways that our office can help get your questions answered and you supported.
You’ll discover some of the biggest misconceptions of Medicaid, such as:
- If you need Medicaid, they can take away your home.
- You have to give assets away to protect them from Medicaid.
- If you give away your assets, you have to wait 60 months to qualify for Medicaid.
Plus, you’ll also discover:
- All the “must knows” to successful Medicaid planning.
- The unforeseen pitfalls to trying to apply for Medicaid.
- The reasons you should never put assets into your children’s names.
- Why your current power of attorney may be useless if someone needs to act on your behalf to protect your assets.
- And much, much more….
If you, or a loved one, is worried that they cannot safely remain at home because they need more and more help? Or you’ve wondered if you will be able to afford care? Maybe you’re not in crisis now, but want to get ahead of the game and make sure you’ve done all you can to protect your family?
This workshop is an important introduction to the issues facing families who may need long-term care and do not know if they can afford it.
Bellomo & Associates gives you and your family vital information where we address the most critical issues in long-term care planning based on their 13+ years of personal and professional experience.
What Our Workshop Guests Say
2025 Workshops
If you have a need to discuss nursing care and Medicaid, but the current listed workshop does not suit your schedule, please contact our office immediately to hear other ways that our office can help get your questions answered and you supported.
Please fill out the form below or call our office with any questions or concerns.
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Testimonials
From our very first interaction with Bellomo & Associates, their team demonstrated an extraordinary level of professionalism and warmth. Their workshops are a must – each educated us in a way that was easy to understand, empowering us to make informed decisions with confidence. They helped develop our estate plan with incredible precision and care. Every detail was attended to, every question answered, and every step explained with patience. It's clear this firm doesn't just know elder law—they live and breathe it. In addition to their educational workshops, what truly sets Bellomo & Associates apart is how exceptionally organized and efficient they are. Their process runs seamlessly, yet they still make you feel like their most important client. They’ve struck that rare balance between a high-functioning business model and genuinely heartfelt service. Without hesitation, I recommend them to anyone seeking peace of mind and expert guidance. You’ll feel supported, educated, and completely taken care of. Barb2025-07-23 Walked us through the complex details of setting up a trust. Dean Heikes2025-03-07 Friendly staff. Jeff really took his time to make sure all of my estate planning was taken care and making a plan for how everything is to be handled. Honestly it make life easier knowing god forbid anything happen I know my family is taken care of and my wishes will be carried out Joe Silbaugh2025-02-11 Very knowledgeable and easy to work with. I highly recommend. Brenda Haines2025-01-16 My wife and I have been long time clients. They have helped us set up our wills and trusts. Would strongly recommend them to anyone. Joel Altland2025-01-16 Very helpful and informative Robette Blount2024-12-27 Very professioanl and helpful would use again Like how they cover all areas of estate law. Lynn Toft2024-10-30 Great information and learning sessions/presentations on estate planning, the PA probate process, and the services available by Bellomo & Associates. Extremely knowledgeable and patient personnel, written detailed information, great offerings, no sales pressure. Highly recommended. Donise Cheeks2024-10-04