The Red Wagon Estate Planning & Elder Law Show

Congratulations! You just turned 18. You are an adult now, well, legally speaking. Your parents can no longer gain access to your financial information or make medical decisions for you. But before you celebrate your newfound independence, here is something to consider. What if you need help? When you turn 18, it's important that you authorize someone—most likely your parents—to stand in for you a...

Dave Miller of the Miller Insurance Group (MIG) offers expert guidance and a sincere commitment to helping people navigate the complexities of Medicare insurance services. In addition to prioritizing his clients with personalized service and support, Dave makes sure that they understand their plan and its ability to meet their needs.   As a U.S. Army veteran, Dave also is dedicated to extending th...

Anthony Billet's love for art and architecture led him to start abSketches in 2009. The visual marketing agency began by creating renderings and models of things that don't yet exist to help clients show possibilities to potential investors. Over time, abSketches has evolved its techniques and scope to include a blend of sophisticated visual media by a growing team of expert individuals dedicated...

It's not easy to quickly summarize the professional life of Jeff's guest, Emily Duncan. She double majored at the University of Iowa where she completed studies in the acclaimed Undergraduate Creative Writing Program while also earning a bachelor's degree in music. Next came Juilliard and a Master of Music degree. Her musical performances since then are extensive and varied, including recent gigs...

Dave Romeo is an author and founder of the Romeo Network, a cohort of specialists in the areas of sales, leadership, personal growth, customer satisfaction, and goal setting. Using his gift for storytelling, Dave has evolved into an expert coach with a nationwide reach and reputation that have positioned him as a leader in the field. In addition to his live seminars, Dave offers premium content vi...

Will Forero is known as the "Bronx Attorney." As a paralegal, Will worked closely with plaintiffs and their children who had suffered the devastating effects of lead poisoning due to negligent landlords. This experience prompted him to pursue a JD from St. John's University School of Law and commit to fighting powerful organizations on behalf of those in need.   Today, Will has experience in sever...

Amber Hinds is owner of AshBer, an independent insurance agency specializing in Medicaid-compliant annuities and long-term care (LTC) insurance solutions. Ashber partners with attorneys and financial advisors across the country, helping them get their clients eligible for Medicaid and LTC by offering strategies for asset protection whether the client is in the preplanning stage or a crisis scenari...

Jessica (Jess) Delp, Community Outreach Coordinator at Bellomo & Associates, gained extensive experience in the non-profit sector prior to joining Bellomo & Associates. Her outgoing personality and involvement with Girl Scouts, Big Brothers Big Sisters, Olivia's House, and other organizations make her the perfect fit for community outreach. In this role, Jess is out in the community meeting people...

Jeff's guest is Jennah Motter, Director of Operations, at Bellomo & Associates. Jeff and Jennah met when she taught his daughter's dance class. Back then, Jeff saw something special in Jennah and hired her.  In 2017, she started out with the firm by scanning documents and compiling binders for clients. Over time, she gained valuable on-the-job experience and proved herself playing a variety of rol...

Jeff's guest is Deb Vieth, Medicaid Director at Bellomo & Associates. Deb first discusses the work environment at Bellomo. From trust and collaboration to personal and professional support, it's a culture that crosses departments and functional lines. This same spirit of teamwork and helpfulness benefits our clients and ensures that they receive the same level of attention and care that we would g...

William Eadie is an attorney dedicated to ending nursing home abuse. His firm, Eadie Hill Trial Lawyers, is one of the few law firms in the area that focuses only on abuse and neglect in the long-term care (LTC) industry. Most often, he is called upon to help the family of an LTC resident who has been injured or killed due to abuse or neglect. Your podcast host, Jeffrey R. Bellomo, the founder of...

Brian Strong is an attorney with KBG Injury Law. Jeff and Brian met when Brian sponsored a group of young lawyers, including Jeff, to be admitted to practice before the U.S. Supreme Court. That was nearly 20 years ago. Today, the friends get together to talk about the importance of specialization, the courtroom experience, alternatives to jury trials, and the pride that comes from giving back to y...

Using technology to bring people together for a large conference or even a small meeting can be complicated. Today, people expect professional productions whether the speakers and attendees are onsite, offsite, or both. But combining an array of technologies, platforms, and digital assets to provide glitch-free events can be tricky. And stressful.  Jeff Bellomo's guest, Steve Kownacki, is dedicate...

Molly McGrath has left an indelible mark on Bellomo & Associates and countless other law firms. Her passion and expertise is in hiring, coaching, and empowering members of the legal team, especially teams in the field of estate planning and elder law. She heads up Hiring & Empowering Solutions, which offers results-driven legal staffing, employee development, and legal consulting to firms across t...

Those who have been following this podcast know that Jeff Bellomo's sense of purpose grew out of a difficult situation his family faced when his mother became ill. The Bellomo family struggled to find proper care for Mom and didn't know how to pay for her care without exposing the family to tremendous financial risk. They needed resources and experts, but the system seemed stacked against them.  T...

A U.S. Department of Health and Human Services report from 2019 estimates that 70% of Americans over the age of 65 will need some form of long-term care (LTC). Because trusts provide better asset protection than wills, trusts are becoming the preferred option for estate planning. We invite you to join Jeff as he takes a closer look at this important trend so that you can make sure that you and you...

Chuck Sierk is a realtor, success coach, developer, and owner of Lancaster Estate Solutions. Whether it's downsizing to a new living situation or closing up the home of a loved one who has passed, Chuck and his network of experts can help minimize the stress and uncertainly of dealing with real estate and personal property during some of life's most challenging transitions.   Your host, Jeffrey R....

Dylan Madsen is one of a kind. As a hip hop artist, Dylan understands the value of authenticity and personality when connecting with an audience. This same energy and contagious positivity have helped him build a hugely successful real estate career. You do not want to miss Jeff's inspiring discussion with "Pennsylvania's Only Dealtor." Your host, Jeffrey R. Bellomo, the founder of Bellomo & Assoc...

The professionals at Bellomo & Associates conduct free, educational workshops on a regular basis so that you can make well-informed decisions that protect your home and other assets. Your choice of legal counsel is an important factor in that decision-making process, so we want to help you answer a question we often receive:  What should I ask my estate planning attorney?   Your host, Jeffrey R. B...

Tim Sechler is a certified elder law attorney serving residents of Cranberry, Mars, Wexford, Pittsburgh, Butler, and surrounding communities in Pennsylvania (PA). He is a veteran who earned his law degree and MBA from Duquesne University. Tim is licensed to practice law in PA and West Virginia.  Your host, Jeffrey R. Bellomo, the founder of Bellomo & Associates, is a licensed and certified elder l...

Jeff reviews some key changes in 2022 that have enabled Bellomo & Associates to expand its estate planning and elder law services. He also shares a Covid-related health issue that arose during the year along with the positive developments that resulted from that very same challenge.  Looking ahead, Jeff and the team will continue to provide distinctive consultation and educational opportunities fo...

Jeff addresses listeners' questions about property ownership and deeds. He explains different types of ownership arrangements, some of which are implied on the deed while others must be specifically listed. With this understanding, it becomes clear that your deed should explicitly name the type of ownership arrangement that best suits your needs.   Jeffrey R. Bellomo, founder of Bellomo & Associat...

The start of the new year brings new numbers that affect financial decisions and health care. Jeff provides an update on the 2023 numbers you should know for tax planning and Medicaid qualification. Jeffrey R. Bellomo, 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 an...

Jeff Bellomo and his long-time friend, John Strittmatter, talk about growing up in Ebensburg and learning foundational skills through wrestling and other sports and activities. John and his brother, Jody, went on to become champion wrestlers and now help develop young people through their Young Guns Wrestling Camps.  Key Takeaways  01:06 – Finding a passion for wrestling John and his brother, Jody...

Jeff is joined again by his delightful daughter, DeAnna. After her first appearance on the podcast, listeners urged Jeff to have her make another appearance. This time she discusses her favorite stage shows, musicals, and symphonies. Many of her favorites are tied to famous historical events, which helps explain her love of history. Or maybe it's her love of history that helps determine her favori...