3 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:

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.

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Nuts & Bolts of Medicaid​

In this complimentary, on-demand 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 an urgent need to discuss nursing care and Medicaid, 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:

Plus, you’ll also discover:

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 themost critical issues in long-term care planning based on our 15+ years of personal and professional experience.

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Planning for future care needs is one of the most important steps families can take to protect independence, dignity, and peace of mind, especially for those who wish to remain at home and age in place.

In this complimentary, on-demand workshop, Meg Motter, Director of Life Care Planning at Bellomo & Associates, will walk attendees through the key considerations of planning for long-term care before a crisis occurs. Meg will explain the physical, financial, and legal challenges families often face when supporting an aging or disabled loved one and how proactive planning can help avoid unnecessary stress, confusion, and rushed decisions.

You will gain a clear understanding of:

With over 35 years of experience helping seniors remain in the least restrictive setting of their choosing, Meg will share real-life stories, practical insights, and trusted guidance families can use right away.

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When a loved one passes away, families are often left not only with grief, but with many legal and financial responsibilities they may not feel prepared to handle. Knowing what to expect and having the right guidance can make this difficult time less overwhelming.

In this complimentary, on-demand workshop, we’ll help you understand what happens after someone passes away and walk you through the steps involved in settling an estate or administering a trust. Our goal is to provide clarity, answer common questions, and help families feel more confident about the process ahead.

During this workshop, you’ll discover:

At Bellomo & Associates, we work with families every day who are navigating these responsibilities while also coping with loss. Having a trusted guide and a clear understanding of the process can help reduce stress, prevent costly errors, and ensure that your loved one’s wishes are carried out properly.

If you are currently navigating the loss of a loved one, Bellomo & Associates also offers complimentary probate consultations to help families understand their next steps.

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Planning for a child or loved one with disabilities involves important decisions about the future, especially when it comes to protecting government benefits, ensuring quality of life, and making sure the right people are in place to help when needed.

In this complimentary, on-demand workshop, you’ll gain a clear understanding of how estate planning works for families who have a child or loved one with special needs. We’ll walk through common concerns, planning options, and the tools available to help provide long-term financial security while preserving valuable public benefits.

What you’ll learn to help protect your loved one’s future:

At Bellomo & Associates, we believe families deserve clear, compassionate guidance when planning for the future of a loved one with disabilities. Our goal is to help you understand your options so you can make confident, informed decisions for your family.

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