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Our workshops are fun and entertaining ways to learn! We 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.
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.

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.

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.

2024 Workshops

3 Secrets to Protecting Your Legacy

Tuesday, November 19, 2024

2-4 pm (York)
3 Secrets to Protecting Your Legacy

Wednesday, November 20, 2024

2-4 pm (Lancaster)
3 Secrets to Protecting Your Legacy

Tuesday, November 26, 2024

6-8 pm (Lancaster)
3 Secrets to Protecting Your Legacy

Tuesday, November 26, 2024

10 am - 12 pm (York)
Nuts & Bolts of Medicaid

Friday, December 6, 2024

10 am - 12 pm (Lancaster)
Life Care Planning

Tuesday, December 10, 2024

10 am - 12 pm (York)
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Bellomo & Associates

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*If you are registering within 48 hours of a workshop, you must register by calling. Seats are limited!

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Are you interested in our Estate Planning, Medicaid Workshop or Life Care Planning?
Are you interested in our Estate Planning, Medicaid Workshop or Life Care Planning?
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*Are you interested in our Estate Planning, Medicaid Workshop or Life Care Planning?

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.

Testimonials

Lance Berkebile
Lance Berkebile
22:44 13 May 22
Great to work for as a contractor . Excellent communication . A+
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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