Join Jeffrey Bellomo as he discusses caring for the dementia caregiver with Carrie Aalberts, also known as Dementia Darling. If you’re a caregiver, it’s important to understand that your work matters, your health matters, and you are not alone. 

ONLINE RESOURCES 

• Dementia Darling - https://www.dementiadarling.com/

• Teepa Snow - https://teepasnow.com/

• Dementia Careblazers - https://careblazers.com/ and https://www.youtube.com/c/DementiaCareblazers

• Be Light Care - https://www.belightcare.com/

• Hilarity for Charity - www.wearehfc.org

• National Council of Dementia Minds - https://dementiaminds.org/

• The Association of Frontotemporal Dementia - https://www.theaftd.org/

• Alzheimer's Association - https://www.alz.org/

• The Lewy Body Dementia Association (LBDA) - https://www.lbda.org/

• Leeza’s Care Connection - https://leezascareconnection.org/home

• AARP Caregiving Resource Center - https://www.aarp.org/caregiving/

• Cleveland Clinic Lou Ruvo Center for Brain Health - https://cle.clinic/3Ju9DGv

• ARCH National Respite Network and Resource Center - https://archrespite.org/

• Lorenzo’s House - https://lorenzoshouse.org/

BOOKS

• Books on Amazon that Carrie recommends - https://amzn.to/45ksA5K

PODCASTS

• willGather: Navigating the World with Your Aging Loved One

• Gather Darlings 

• Caregiver Chats with Dr. Lakeyln

• Caregiver’s Compass

• Remember Me Podcast

WHAT YOU NEED TO KNOW

(00:00) Episode introduction 

(02:24) How a childhood experience sparked a lifelong mission 

(05:15) Fighting the tragedy narrative and the importance of seeking support 

(09:57) Why Carrie's speaking engagements focus on understanding “behaviors” 

(12:01) Appreciating the work and influence of Teepa Snow 

(15:04) Including caregivers and those living with dementia in the conversation 

(19:28) Encouraging family support for caregiver parents 

(21:05) Dealing with personality changes tied to dementia or brain damage 

(24:14) How to connect with Carrie for resources and speaking events  

ABOUT BELLOMO & ASSOCIATES

Jeffrey R. Bellomo, the founder of Bellomo & Associates, is a licensed and certified elder law attorney with a master’s degree in taxation and a certificate in estate planning. He explains complex legal and financial topics in easy-to-understand language.

Bellomo & Associates is committed to providing education so that what happened to the Bellomo family doesn’t happen to your family. We conduct free workshops on estate planning, crisis planning, Medicaid planning, special needs planning, probate administration, and trust administration. Visit our website (https://bellomoassociates.com/) to learn more.

Jeffrey Bellomo sits down with Rebecca Deming, CEO and Principal Attorney at ProVet Legal, to discuss how the firm helps veterans get the full range of VA benefits that they have earned. 

The team at ProVet Legal is experienced at resolving administrative snags, locating hard-to-find evidence, and tackling legal complexities at the state and federal levels. In addition to serving veterans across the United States and overseas, the team also serves military spouses and surviving dependents.  

The VA disability designations can have significant long-range implications for a veteran and his or her dependents. Rebecca explains the disability ratings, some unexpected factors that can cause a claim to be denied, and the challenges in documenting service-related injuries and conditions. 

Rebecca is an accredited attorney with the Veterans Benefits Administration and has managed hundreds of VA disability appeals. If you or someone you know is struggling with a VA benefits claim or appeal, visit https://provetlegal.com/ or call 727-339-7911 for a free consultation.

WHAT YOU NEED TO KNOW

(00:00) Episode introduction 

(03:05) Who is Rebecca Deming and what is ProVet Legal? 

(05:19) How do Rebecca and ProVet Legal help veterans and dependents? 

(07:27) What can a veteran or surviving dependents expect when submitting a benefits claim or appeal? 

(10:11) What is "Aid & Attendance?”  

(13:35) Understanding the VA disability ratings process and benefit programs 

(15:30) Survivor benefits and long-term assistance

(18:19) Marriage eligibility, relationship scenarios, and state laws 

(21:03) How nuances in recordkeeping can cause initial claims to be denied 

(22:24) How to work with Rebecca and the team at ProVet Legal  

ABOUT BELLOMO & ASSOCIATES

Jeffrey R. Bellomo, the founder of Bellomo & Associates, is a licensed and certified elder law attorney with a master’s degree in taxation and a certificate in estate planning. He explains complex legal and financial topics in easy-to-understand language.

Bellomo & Associates is committed to providing education so that what happened to the Bellomo family doesn’t happen to your family. We conduct free workshops on estate planning, crisis planning, Medicaid planning, special needs planning, probate administration, and trust administration. Visit our website (https://bellomoassociates.com/) to learn more.

Bellomo & Associates workshops:https://bellomoassociates.com/workshops/

• Life Care Planning
• The Three Secrets of Estate Planning
• Nuts & Bolts of Medicaid

For more information, call us at (717) 845-5390.

Connect with Bellomo & Associates on Social Media

Tune in Saturdays at 7:30 a.m. Eastern to WSBA radio: https://www.newstalkwsba.com/

X (formerlyTwitter):https://twitter.com/bellomoassoc

YouTube: https://www.youtube.com/user/BellomoAssociates

Facebook:https://www.facebook.com/bellomoassociates

Instagram:https://www.instagram.com/bellomoassociates/

LinkedIn:https://www.linkedin.com/in/bellomoandassociates

WAYS TO WORK WITH JEFFREY BELLOMO

Contact Us:https://bellomoassociates.com/contact/

Practice areas:https://bellomoassociates.com/practice-areas/

What if one financial tool could dramatically improve your peace of mind by expanding your retirement options? Jeff welcomes mortgage expert and author Ken Pitts, founder of Advisors Mortgage Services, to discuss his book, "Kinetic Wealth,” which he wrote to clear up misconceptions surrounding reverse mortgages. 

In its most simple terms, a reverse mortgage is an opportunity to access the equity in your home to help with monthly cash flow, emergency expenses, and retirement planning. Ken breaks down the basics: how reverse mortgages work, how they can delay IRA withdrawals, and how they can help pay for in-home care. If you’ve never considered a reverse mortgage as part of your retirement planning, this conversation just might change your perspective. 

Order "Kinetic Wealth” by Ken Pitts at https://kineticwealthbook.com/;  

Email Ken at [email protected] or visit https://www.kpittsmortgage.com/

WHAT YOU NEED TO KNOW

(00:00) Episode introduction. 

(04:04) Education is the antidote to “Confusion says ‘no.’” 

(06:56) Why are reverse mortgages so misunderstood? 

(08:52) Who can benefit from reading “Kinetic Wealth?”   

(12:39) What are the key benefits and qualifications for a reverse mortgage? 

(14:52) How well aligned are Pennsylvania’s Medicaid rules and federal reverse mortgage rules? 

(16:03) What was the federal government’s original intent for the reverse mortgage program? 

(19:18) The big myth of reverse mortgages: “They’ll take my house.” 

(21:10) What protections are available to a non-borrowing spouse? 

(24:16) Can the Internet be trusted as a resource to learn about reverse mortgages? 

ABOUT BELLOMO & ASSOCIATES

Jeffrey R. Bellomo, the founder of Bellomo & Associates, is a licensed and certified elder law attorney with a master’s degree in taxation and a certificate in estate planning. He explains complex legal and financial topics in easy-to-understand language.

Bellomo & Associates is committed to providing education so that what happened to the Bellomo family doesn’t happen to your family. We conduct free workshops on estate planning, crisis planning, Medicaid planning, special needs planning, probate administration, and trust administration. Visit our website (https://bellomoassociates.com/) to learn more.

Bellomo & Associates workshops:https://bellomoassociates.com/workshops/

• Life Care Planning
• The Three Secrets of Estate Planning
• Nuts & Bolts of Medicaid

For more information, call us at (717) 845-5390.

Connect with Bellomo & Associates on Social Media

Tune in Saturdays at 7:30 a.m. Eastern to WSBA radio: https://www.newstalkwsba.com/

X (formerlyTwitter):https://twitter.com/bellomoassoc

YouTube: https://www.youtube.com/user/BellomoAssociates

Facebook:https://www.facebook.com/bellomoassociates

Instagram:https://www.instagram.com/bellomoassociates/

LinkedIn:https://www.linkedin.com/in/bellomoandassociates

WAYS TO WORK WITH JEFFREY BELLOMO

Contact Us:https://bellomoassociates.com/contact/

Practice areas:https://bellomoassociates.com/practice-areas/

What’s really behind the delay in drawing up your estate plan? For many people, it’s not time, money, or even complexity. It's fear. Fear of mortality, fear of making the wrong decision, fear of what might change, or fear of family conflict. 

With years of experience helping families through the legal and emotional challenges of estate planning, Jeff shares the most common anxieties that prevent people from planning for the future. He offers ways to reframe those fears and explains why a less-than-perfect, but flexible, plan is better than no estate plan at all.

WHAT YOU NEED TO KNOW

(00:00) Episode introduction 

(04:19) The main reason people don’t create an estate plan  

(05:47) Managing the stress of “what ifs” vs. peace of mind for yourself and your family 

(07:50) The legal and emotional cost of not having a power of attorney in place 

(09:54) What happens if you die without a plan or without an up-to-date plan?  

(11:44) An imperfect plan is better than no estate plan at all 

(14:57) A flexible estate plan can accommodate different contingencies 

(19:22) How to manage uncertain family dynamics 

(22:10) Plan to make sure your money lasts 

(23:24) Fear leads to procrastination, which leads to unintended consequences 

ABOUT BELLOMO & ASSOCIATES

Jeffrey R. Bellomo, the founder of Bellomo & Associates, is a licensed and certified elder law attorney with a master’s degree in taxation and a certificate in estate planning. He explains complex legal and financial topics in easy-to-understand language.

Bellomo & Associates is committed to providing education so that what happened to the Bellomo family doesn’t happen to your family. We conduct free workshops on estate planning, crisis planning, Medicaid planning, special needs planning, probate administration, and trust administration. Visit our website (https://bellomoassociates.com/) to learn more.

Bellomo & Associates workshops:https://bellomoassociates.com/workshops/

• Life Care Planning
• The Three Secrets of Estate Planning
• Nuts & Bolts of Medicaid

For more information, call us at (717) 845-5390.

Connect with Bellomo & Associates on Social Media

Tune in Saturdays at 7:30 a.m. Eastern to WSBA radio: https://www.newstalkwsba.com/

X (formerlyTwitter):https://twitter.com/bellomoassoc

YouTube: https://www.youtube.com/user/BellomoAssociates

Facebook:https://www.facebook.com/bellomoassociates

Instagram:https://www.instagram.com/bellomoassociates/

LinkedIn:https://www.linkedin.com/in/bellomoandassociates

WAYS TO WORK WITH JEFFREY BELLOMO

Contact Us:https://bellomoassociates.com/contact/

Practice areas:https://bellomoassociates.com/practice-areas/

Estate plans can protect your legacy, but without open communication, they can also become a source of conflict. Join Jeff Bellomo as he tackles one of the toughest estate planning challenges: how to talk to your family about your wishes. 

Jeff shares real-life insights, including a cautionary tale about how disclosing financial details too early can backfire. Instead, he emphasizes the power of communicating clearly and sharing your “why.” Explaining your intentions, thought processes, and expectations—even when uncomfortable—can promote a healthy family dynamic after you’re gone.  

WHAT YOU NEED TO KNOW

(00:00) Episode introduction.

(02:05) How involved should the family be in estate planning and who should be on your estate planning team?  

(03:55) Setting expectations and the danger of sharing financial numbers too soon.  

(08:52) Family dynamics can change when the parents are gone. 

(10:09) Communication is imperative to avoid misunderstandings about the parents’ wishes. 

(11:20) Explanations matter when choosing powers of attorney, executor, etc.  

(14:55) How to address blended family dynamics.  

(16:25) Are holiday gatherings a good time to discuss plans? 

(19:18) Inheritance is not an entitlement. 

(22:03) How second marriages and joint ownership can lead to unintended consequences.  

(24:44) Communication now is key to avoiding conflict later.

ABOUT BELLOMO & ASSOCIATES

Jeffrey R. Bellomo, the founder of Bellomo & Associates, is a licensed and certified elder law attorney with a master’s degree in taxation and a certificate in estate planning. He explains complex legal and financial topics in easy-to-understand language.

Bellomo & Associates is committed to providing education so that what happened to the Bellomo family doesn’t happen to your family. We conduct free workshops on estate planning, crisis planning, Medicaid planning, special needs planning, probate administration, and trust administration. Visit our website (https://bellomoassociates.com/) to learn more.

Bellomo & Associates workshops:https://bellomoassociates.com/workshops/

• Life Care Planning
• The Three Secrets of Estate Planning
• Nuts & Bolts of Medicaid

For more information, call us at (717) 845-5390.

Connect with Bellomo & Associates on Social Media

Tune in Saturdays at 7:30 a.m. Eastern to WSBA radio: https://www.newstalkwsba.com/

X (formerlyTwitter):https://twitter.com/bellomoassoc

YouTube: https://www.youtube.com/user/BellomoAssociates

Facebook:https://www.facebook.com/bellomoassociates

Instagram:https://www.instagram.com/bellomoassociates/

LinkedIn:https://www.linkedin.com/in/bellomoandassociates

WAYS TO WORK WITH JEFFREY BELLOMO

Contact Us:https://bellomoassociates.com/contact/

Practice areas:https://bellomoassociates.com/practice-areas/

For many seniors, selling their home isn’t just a transaction—it’s part of a vital transition. Ginnie Kite, a real estate professional and former health care executive, knows this well. She joins Jeff Bellomo to explore how deep listening, compassion, and experience can help older adults navigate one of life’s biggest changes. With over 75% of her clients aged 65 and older, Ginnie shares how she helps families focus on quality of life, future care needs, and protecting loved ones. 

Ginnie’s work is driven by a deep sense of empathy and compassion—doing what’s best for people, even when it doesn’t benefit her directly. That’s why you’ll often find her touring long-term care communities, offering guidance to overwhelmed families, or simply being a calm and trusted presence for families in transition.

To connect with Ginnie or learn more, visit https://www.ginniekitegroup.com/ or call 717-356-3774.  

WHAT YOU NEED TO KNOW

(00:00) Episode introduction. 

(01:50) How a shared commitment to education brought Ginnie and Jeff together professionally.

(03:30) What prompted Ginnie’s transition from health care executive to real estate? 

(07:25) How realtors and other professionals can build trust with older adults.

(11:55) Moving to a new home often requires a whole different set of conversations for seniors.

(13:01) Helping seniors plan for the challenges ahead is not always about profit.

(17:08) Real estate is a great profession for building relationships. 

(20:52) Why Ginnie chose RE/MAX and the cool story behind her name. 

(22:08) Enjoying a Disney vacation through the eyes of a child.

(24:22) How to reach Ginnie Kite for real estate guidance or speaking events.

ABOUT BELLOMO & ASSOCIATES

Jeffrey R. Bellomo, the founder of Bellomo & Associates, is a licensed and certified elder law attorney with a master’s degree in taxation and a certificate in estate planning. He explains complex legal and financial topics in easy-to-understand language.

Bellomo & Associates is committed to providing education so that what happened to the Bellomo family doesn’t happen to your family. We conduct free workshops on estate planning, crisis planning, Medicaid planning, special needs planning, probate administration, and trust administration. Visit our website (https://bellomoassociates.com/) to learn more.

Bellomo & Associates workshops:https://bellomoassociates.com/workshops/

• Life Care Planning
• The Three Secrets of Estate Planning
• Nuts & Bolts of Medicaid

For more information, call us at (717) 845-5390.

Connect with Bellomo & Associates on Social Media

Tune in Saturdays at 7:30 a.m. Eastern to WSBA radio: https://www.newstalkwsba.com/

X (formerlyTwitter):https://twitter.com/bellomoassoc

YouTube: https://www.youtube.com/user/BellomoAssociates

Facebook:https://www.facebook.com/bellomoassociates

Instagram:https://www.instagram.com/bellomoassociates/

LinkedIn:https://www.linkedin.com/in/bellomoandassociates

WAYS TO WORK WITH JEFFREY BELLOMO

Contact Us:https://bellomoassociates.com/contact/

Practice areas:https://bellomoassociates.com/practice-areas/

The tables are turned as Josh Cartwright interviews Jeff at the York Jewish Community Center (JCC). Together, they explore the emotional and practical realities of planning for the future—from asset protection and trusts to long-term care and charitable giving. Also, Jeff shares the deeply personal story that inspired him to become an elder law attorney and why he built his firm around free education and relationships. So, this conversation offers heartfelt guidance, whether you're just thinking about an estate plan or already supporting aging loved ones.  

Learn more about the York JCC: https://yorkjcc.org/

WHAT YOU NEED TO KNOW

(00:00) Josh gives an overview of Jeff’s extensive legal background.

(04:25) Jeff’s early aspirations to become a lawyer and his time at the White House.

(06:09) How Jeff landed in York and the pivotal moment he chose family over a high salary.

(08:05) Celebrating Jeff’s wife—her nomination as a finalist for Pennsylvania Educator of the Year and her 25-year teaching career. 

(09:22) Jeff tells the deeply personal story of how his mother’s illness and death prompted him to specialize in estate planning and elder law.   

(12:57) Jeff’s vision for a transparent business model featuring free legal education led to skepticism in legal circles—but ultimately proved successful. 

(23:13) An explanation of asset protection through the lens of inheritance tax, capital gains tax, and Jeff’s “Three Lands” metaphor. 

(30:58) The difference between first- and third-person special needs trusts and why every estate plan should provide for the possibility of special needs in the future. 

(34:51) Even people of average wealth can make an impact through charitable giving.

(40:05) The rising number of people in long-term care underscores the growing need for pre-planning and crisis planning. 

(43:09) Human connection and empathy will always be invaluable, even as AI gains traction.

ABOUT BELLOMO & ASSOCIATES

Jeffrey R. Bellomo, the founder of Bellomo & Associates, is a licensed and certified elder law attorney with a master’s degree in taxation and a certificate in estate planning. He explains complex legal and financial topics in easy-to-understand language.

Bellomo & Associates is committed to providing education so that what happened to the Bellomo family doesn’t happen to your family. We conduct free workshops on estate planning, crisis planning, Medicaid planning, special needs planning, probate administration, and trust administration. Visit our website (https://bellomoassociates.com/) to learn more.

Bellomo & Associates workshops:https://bellomoassociates.com/workshops/

• Life Care Planning
• The Three Secrets of Estate Planning
• Nuts & Bolts of Medicaid

For more information, call us at (717) 845-5390.

Connect with Bellomo & Associates on Social Media

Tune in Saturdays at 7:30 a.m. Eastern to WSBA radio: https://www.newstalkwsba.com/

X (formerlyTwitter):https://twitter.com/bellomoassoc

YouTube: https://www.youtube.com/user/BellomoAssociates

Facebook:https://www.facebook.com/bellomoassociates

Instagram:https://www.instagram.com/bellomoassociates/

LinkedIn:https://www.linkedin.com/in/bellomoandassociates

WAYS TO WORK WITH JEFFREY BELLOMO

Contact Us:https://bellomoassociates.com/contact/

Practice areas:https://bellomoassociates.com/practice-areas/

How can you prepare to be the executor of your parents' estate? Join Jeff as he unpacks the emotional and logistical challenges described in the AARP article, "Mom Died. Then Came the Financial Ordeal." It's a first-person account of serving as an executor. You'll learn how to avoid common pitfalls and why proactive communication is a powerful gift. Jeff also details the benefits of pre-planning, education, and self-care, especially for adult children who are dealing with grief and responsibility at the same time. 

"Mom Died. Then Came the Financial Ordeal” originally appeared in AARP: The Magazine and has been shared in numerous publications, including The Amazing Care Network (ACN). Read the ACN version here: https://www.amazingcarenetwork.com/my-mom-died-then-came-the-ordeal/

WHAT YOU NEED TO KNOW

(00:00) Episode introduction.

(03:02) The AARP article is a daughter’s story of navigating the probate system after her mother’s death. 

(07:35) Communicate openly with your children so that they are not caught off guard by funeral costs and other expenses. 

(10:06) Consider pre-arranging and pre-paying for the funeral.

(10:36) With regard to legal fees, trust administration tends to be less expensive than probate.  

(13:23) For banks and utilities, in particular, some red tape is unavoidable.

(15:47) An executor can benefit from education and guidance before and during the probate process, especially when under the emotional strain of losing a parent. 

(16:54) The executor can be held personally liable if there is a problem with creditors, beneficiaries, etc.

(19:15) Experienced law firms are invaluable when managing probate administration for an executor.

(22:06) Communicate your wishes to your children. Organize your administrative and financial info now to prevent chaos later.  

(24:10) Survivors should not neglect self-care.

Bellomo & Associates workshops:https://bellomoassociates.com/workshops/

• Life Care Planning
• The Three Secrets of Estate Planning
• Nuts & Bolts of Medicaid

For more information, call us at (717) 845-5390.

Connect with Bellomo & Associates on Social Media

Tune in Saturdays at 7:30 a.m. Eastern to WSBA radio: https://www.newstalkwsba.com/

X (formerlyTwitter):https://twitter.com/bellomoassoc

YouTube: https://www.youtube.com/user/BellomoAssociates

Facebook:https://www.facebook.com/bellomoassociates

Instagram:https://www.instagram.com/bellomoassociates/

LinkedIn:https://www.linkedin.com/in/bellomoandassociates

WAYS TO WORK WITH JEFFREY BELLOMO

Contact Us:https://bellomoassociates.com/contact/

Practice areas:https://bellomoassociates.com/practice-areas/

Join Jeff as he sits down with Krista Warner, the Relationship Management Coordinator at Bellomo & Associates. Krista brings energy, heart, and a deep commitment to helping others. She focuses on building connections that serve as a bridge between the firm and the broader community. 

Krista plans professional networking events, Boot Camps, engaging client gatherings, and educational workshops. She’s detail-oriented, an excellent communicator, and above all, genuinely caring, which shines through in everything she does. 

Feel free to reach out to Krista at [email protected].

WHAT YOU NEED TO KNOW

(00:00) Episode introduction.

(02:23) Krista has worked as a medical assistant, a nursing assistant, and in hearing aid services.   

(06:30) Before being hired, Krista sat in on one of Jeff's boot camp presentations. She could tell he was speaking from the heart, and she had heard good things about the firm and the way team members are treated.  

(08:09) Primarily, Krista builds relationships with businesses in the community and plans events for clients, such as the weekly educational workshops and the fun Red Wagon Club Annual Picnic.

(10:02) U.S. News and World Reports regularly lists Lancaster, York, and several other Pennsylvania cities as some of the best places to retire in the United States. 

(11:33) Red Wagon Club members have access to our attorneys on a weekly basis through our Legal Hour. They also get documents updated any time laws change or a club member’s health or financial situation changes. It’s about making sure that the client’s estate plan is ready when needed.

(15:30) Jeff and Krista both attended Temple University. Jeff earned his Master of Laws in Taxation (LLM) and Krista earned a degree in kinesiology with a focus on public health.

(21:12) Krista’s email is [email protected]. Feel free to contact her to discuss working together.

Bellomo & Associates workshops:https://bellomoassociates.com/workshops/

• Life Care Planning
• The Three Secrets of Estate Planning
• Nuts & Bolts of Medicaid

For more information, call us at (717) 845-5390.

Connect with Bellomo & Associates on Social Media

Tune in Saturdays at 7:30 a.m. Eastern to WSBA radio: https://www.newstalkwsba.com/

X (formerlyTwitter):https://twitter.com/bellomoassoc

YouTube: https://www.youtube.com/user/BellomoAssociates

Facebook:https://www.facebook.com/bellomoassociates

Instagram:https://www.instagram.com/bellomoassociates/

LinkedIn:https://www.linkedin.com/in/bellomoandassociates

WAYS TO WORK WITH JEFFREY BELLOMO

Contact Us:https://bellomoassociates.com/contact/

Practice areas:https://bellomoassociates.com/practice-areas/

When someone passes away, their estate typically goes through one of two processes: probate or trust administration. These options appeal to different people for different reasons—and misinformation is common—so we receive many questions, especially on probate. Join Jeff as he explains the process of probate administration in Pennsylvania. It’s important to understand whether you’re an executor, a beneficiary, or someone planning for their family’s future.  

WHAT YOU NEED TO KNOW

(00:00) Episode introduction.

(03:15) Probate is the legal process for distributing assets that are not jointly owned or attached to a beneficiary.

(04:33) Powers of attorney become invalid at the time of death.  

(05:54) In Pennsylvania (PA), probate and trust administration are very similar. For probate, an executor is sworn in. 

(06:37) To be sworn in, the personal representative provides their law firm (or the Register of Wills) with the death certificate and the original will. 

(07:56) The executor is liable for ensuring that probate is handled correctly, so many people use a law firm.

(09:09) The law firm provides notices to heirs and creditors and determines date-of-death values for all assets. 

(10:17) Making a tax prepayment within three months after death results in a 5% discount on the inheritance taxes owed. The inheritance tax return must be filed within nine months of death, but an extension, with interest, is possible. 

(12:27) A partial distribution can be made. Final distributions require the signing of receipts and releases.  

(14:46) A fiduciary return must be filed if there were gains in an estate account.

(18:15) Most institutions will not allow testamentary trusts under a will.

(18:45) You are not required to hire an attorney for probate, but an attorney can shoulder the work and risk for you. 

(23:09) An executor is entitled to an executor’s commission.

Bellomo & Associates workshops:https://bellomoassociates.com/workshops/

• Life Care Planning
• The Three Secrets of Estate Planning
• Nuts & Bolts of Medicaid

For more information, call us at (717) 845-5390.

Connect with Bellomo & Associates on Social Media

Tune in Saturdays at 7:30 a.m. Eastern to WSBA radio: https://www.newstalkwsba.com/

X (formerlyTwitter):https://twitter.com/bellomoassoc

YouTube: https://www.youtube.com/user/BellomoAssociates

Facebook:https://www.facebook.com/bellomoassociates

Instagram:https://www.instagram.com/bellomoassociates/

LinkedIn:https://www.linkedin.com/in/bellomoandassociates

WAYS TO WORK WITH JEFFREY BELLOMO

Contact Us:https://bellomoassociates.com/contact/

Practice areas:https://bellomoassociates.com/practice-areas/