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Life Care Planning
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.
2023 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.
If it is difficult for you to attend a workshop in-person, we are able to accommodate virtual attendees. Please fill out the form below or call our office with any questions or concerns.

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