Best Planning Law Podcasts (2024)

In this episode we explore the powerful yet often overlooked strategy of the Annual Exclusion Gift. Whether you're looking to give meaningful financial gifts to your loved ones without triggering taxes or seeking ways to reduce your taxable estate, understanding the Annual Exclusion Gift is crucial. We break down what this tax-free giving opportuni…

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Protecting Your Assets: A Detailed Look at Trusts, Q & A Part 1 28:32

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8d ago28:32

28:32

We're thrilled by the level of engagement we see in our clients and podcast listeners. Your questions are always welcome because understanding the concepts in estate planning and elder law helps you make the best decisions for you and your family. Lately, we've received a lot of inquiries about trusts so we will dedicate two episodes to a deep dive…

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Understanding Blended Families: Navigating Estate Planning and Unique Challenges Part 2 28:04

21d ago28:04

28:04

Welcome to today's episode, where we dive into the essentials of estate planning with a focus on blended families. We'll explore the critical documents in an estate plan for blended families, the consequences of not having a Will or Trust, and how each can benefit blended families. Plus, we'll discuss planning for minor children, stepchildren, and …

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Understanding Guardianship: Legal Challenges for Families with Special Needs and Aging Loved Ones 28:30

27d ago28:30

28:30

Carolyn (Carrie) Pugh is an attorney with Bellomo & Associates. In addition to elder law and estate planning, she is experienced in family law, custody conciliation, Social Security disability, and other areas that make her the perfect person to sit down with Jeff and answer your questions about the legal guardianship process. WHAT YOU NEED TO KNOW…

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Understanding Blended Families: Navigating Estate Planning and Unique Challenges Pt. 1 22:10

1M ago22:10

22:10

In this episode, we're diving into the world of blended families, uncovering the unique challenges they face in estate planning. From juggling the needs of biological and stepchildren to ensuring fair distribution of assets, we'll explore the emotional and financial intricacies that can arise when two families blend into one. Join us as we provide …

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Supporting Caregivers and People with Dementia: The Alzheimer’s Association of Greater Pennsylvania 22:24

1M ago22:24

22:24

Fran Gibbons is the senior director of development for the Greater Pennsylvania Chapter of the Alzheimer’s Association. The organization serves western, central, and northeastern Pennsylvania, helping people with Alzheimer's disease and all other dementias. Fran’s fundraising efforts provide support groups and educational resources while advancing …

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Dealing with a Harassing Beneficiary: Guidance for Executors and Trustees 9:55

1M ago9:55

9:55

Learn how executors and trustees can manage the challenges posed by beneficiaries, including addressing harassment and setting realistic expectations.By Klenk Law

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2026 Estate Tax Shake-Up: Protect Your Assets Now! 28:08

2M ago28:08

28:08

The Federal Estate Tax has quietly stayed in the background for most, thanks to its high amount that can pass tax free at death. But starting January 1, 2026, everything changes, potentially impacting many more estates. Tune in to our podcast for essential strategies to reduce your tax burden and protect your legacy before it's too late! In this Ep…

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More than Money: Josh Hummer’s Innovative Approach to Estate Planning 29:53

2M ago29:53

29:53

Joshua Hummer found that he had a passion for helping people with the intricacies of elder law and estate planning. However, he soon noticed a recurring issue among his clients. While his work fulfilled their needs for wills and trusts, it did not address their deeper concerns about family relationships and values. Recognizing this, Josh developed …

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Episode 16: Examples of Executor Misconduct 11:19

2M ago11:19

11:19

In this episode, host Peter Klenk discusses executor misconduct, details common mistakes executors make and offers advice on how beneficiaries can address these issues.By Klenk Law

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The Powerless Power of Attorney 16:05

2M ago16:05

16:05

Today’s episode discusses the financial durable power of attorney, which is crucial in the management of your financial affairs if you're incapacitated. It is critical to guarantee that financial institutions honor this document, since their internal procedures may impede its acceptance at the time it is needed most. What You Will Learn What is a F…

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Jay Metzbower: Applying a Civil Servant’s Heart to the Practice of Elder Law and Estate Planning 30:34

2M ago30:34

30:34

Jay Metzbower, Jr., is an attorney at Bellomo & Associates. After 10+ years in civil service, Jay decided to change careers and poured his dedication to community service into his education and the practice of elder law and estate planning. He can often be found leading one of Bellomo’s many workshops or discussing with his colleagues the latest la…

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Election Special: The manifestos 1:07:06

2M ago1:07:06

1:07:06

Still undecided or interested to understand what to expect from the newly elected government? Join us as we interview three special guests on the parties’ manifestos – Steve Quartermain (former Chief Planner) on planning and housing policies, Duncan Field (Town Legal) on energy and environment policies, and John Walker (CT Group) on politics and pl…

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Building Bonds Beyond Business with Client Relationship Manager Amber Rivera 28:00

3M ago28:00

28:00

Jeff Bellomo has a knack for finding talent outside normal avenues. And so it was when Amber Rivera waited on Jeff’s table during lunch over ten years ago. Since then, Amber has been a key player at Bellomo & Associates. As client relationship manager, she exemplifies the very best of customer service ideals. She guides her clients and supports her…

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Selling Property in Probate with Mark Charlesworth 38:24

3M ago38:24

38:24

In this episode, Tammi sits down with real estate expert Mark Charlesworth to delve into the intricacies of the probate process and selling property under probate. They explore key aspects to watch for, including how to avoid predatory tactics, and emphasize the critical role of professional guidance during this challenging time. Connect with Mark …

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Lancaster Downtowners: A Creative Approach to Aging at Home 27:51

3M ago27:51

27:51

Today, many seniors live longer—often farther away from family—and want to avoid continuing care retirement communities (CCRC). They’d rather age at home in familiar surroundings. But, aging at home usually requires some degree of assistance, which can be difficult to find. Jeff’s guest, Melissa Ressler, is the executive director of Lancaster Downt…

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Episode 15: Can The Executor of a Will Access Bank Statements? 4:48

3M ago4:48

4:48

Understand the broad powers granted to executors, allowing them to obtain various financial records necessary to gather assets, pay bills, and execute the estate plan.By Klenk Law

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Sealing the Deal: Will Execution Formalities Explained 16:32

4M ago16:32

16:32

In this episode, host Tammi Caress emphasizes the crucial importance of properly signing a Last Will and Testament to ensure its validity. She shares some jaw-dropping tales of what happens when wills aren't signed correctly—think unexpected heirs and family drama. Tammi’s advice? Get a pro, follow the rules, and keep the peace (and your wishes) in…

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Common Questions: Clearing Up Confusion in Estate Planning, Elder Law, and Asset Protection 30:26

4M ago30:26

30:26

Jeff answers some questions that have been coming up in our conference rooms, workshops, and elsewhere. Generally, if a couple of people ask the same question, then we know that other people are thinking it, too. And, since we’re dedicated to education here at Bellomo & Associates, we like to jump in right away and clear up any confusion that might…

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Untangling the Knot: Oregon’s Spousal Elective Share 12:07

4M ago12:07

12:07

Is your spouse entitled to a certain share of your estate? In this episode Tammi Caress discusses Oregon’s Elective share, the amount a spouse is entitled to receive, and how planning ahead can save time and expense for your loved ones. Connect with Tammi Caress https://caresslaw.estate/ https://www.linkedin.com/in/caresslaw/…

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From Youth Advocacy to Elder Law: Carrie Pugh Connects with Community 30:32

4M ago30:32

30:32

Carolyn (Carrie) Pugh brings a breadth of knowledge and a team-oriented attitude to Bellomo & Associates. In addition to her work in elder law and estate planning, she has extensive experience in family law, youth advocacy, and Social Security disability, among other disciplines. She loves people and helping others, but animals figure prominently i…

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Episode 14: How to Fund Your Revocable Living Trust 7:23

4M ago7:23

7:23

Learn the importance of properly funding a revocable living trust, including the need to transfer assets like real estate, LLCs, bank accounts, and life insurance into the trust to avoid probate.By Klenk Law

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When there’s no Will – Understanding Intestate Succession 27:42

5M ago27:42

27:42

How would you feel if you had no control over who inherited from you? This is precisely what happens when a person passes away without a will: they give up their freedom to choose who their beneficiaries are and how they inherit. In this episode we discuss what it means to die intestate (without a Will) and the impact it has on those you leave behi…

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Legal Legacies and Four-Legged Friends: A Conversation with Susan Hunter 30:14

5M ago30:14

30:14

Jeff welcomes retired attorney and businessperson Susan Hunter. Before developing a state-of-the-art indoor dog park and boarding-grooming-training facility in Nevada, Susan ran a successful elder law firm in Indiana. Back then, Susan and Jeff took time from their practices to co-teach a systematized approach of practice to elder law, estate planni…

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Tanglewood Life Coaching: Clearing the Brush to Reveal the Best in Us 26:30

5M ago26:30

26:30

Jeff’s guest is Julie Cassaday, a certified life coach and Level II Reiki Healer, whose unique approach to personal development and empowerment has transformed lives. Julie helps individuals reveal the best of themselves by untangling the obstacles to their goals. In addition to private coaching and Reiki, her work extends to communication and orga…

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Empowering Healthcare Choices: A Guide to Advanced Directives 27:38

5M ago27:38

27:38

Joining host Tammi Caress in this episode of Navigating Estate Planning with Caress Law is Lori Eckel, a certified clinical social worker who focuses on palliative care, hospice, and serious illness. Tammi and Lori discuss the significance of living wills and advanced directives, emphasizing the part they play in a person's priorities and values, a…

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Episode 13: What to Do if The Executor is Ignoring You 7:47

5M ago7:47

7:47

Join us as we discuss the challenges faced when executors fail to provide necessary information to beneficiaries. Get step-by-step guidance to address such situations, including hiring an attorney or seeking intervention from a judge to ensure the rightful distribution of assets.By Klenk Law

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Planning for Your Pets 15:49

6M ago15:49

15:49

In this episode of "Navigating Estate Planning with Caress Law," host Tammi Caress dives into the often-overlooked yet crucial topic of including pets in your estate plan. With her beloved golden retriever by her side, Tammi emphasizes the emotional bond we share with our furry companions and offers actionable steps to ensure their care even after …

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Assisted Living Locators: Managing the Maze of Senior Living Options 28:14

6M ago28:14

28:14

Finding the right senior living community for yourself or a family member can be overwhelming, emotional, and time-consuming. Assisted Living Locators is a nationwide network that helps seniors find the community that best meets their needs. Rick Campomizzi, owner of the local Harrisburg-based office, provides free, personalized service and expert …

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Interview Special: 46 years in the law 52:57

6M ago52:57

52:57

Join us as we look back at Patrick Robinson’s long and successful career ahead of his retirement. Patrick was one of Town Legal’s founding partners and the firms’ first Managing Partner. Starting his career before the advent of mobile phones and emails, Patrick has had a very impressive career, and we discuss some of his key highlights (and a few l…

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Strategic Legacy Building: Advanced Strategies in Estate Planning 27:18

6M ago27:18

27:18

Tammi Caress is the founder of Caress Law, PC, a boutique estate planning, probate, and trust administration firm servicing clients in the States of Oregon and Washington. In today’s episode, Tammi shares advanced estate planning strategies to minimize estate taxation and pass more wealth to your loved ones. Key Points: Overview of estate and gift …

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Numbers and More for 2024: IRS Rulings, Tax Info, and Medicaid Updates 28:49

6M ago28:49

28:49

It’s that time of year when Jeff provides the newest and most applicable IRS and Medicaid numbers for tax and estate planning purposes. Many of these numbers are discussed in our free, educational workshops. Jeff also likes to review them here along with related questions we get from our clients. WHAT YOU NEED TO KNOW (00:00) Episode introduction. …

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Behind Closed Doors: Disclosing Private Matters to Your Estate Planning Attorney 21:58

6M ago21:58

21:58

Tammi Caress is the founder of Caress Law, PC, a boutique estate planning, probate, and trust administration firm servicing clients in the States of Oregon and Washington. In Today’s episode Tammi Caress shares with you the importance of transparency with your estate planning attorney. Key Points: Transparency with Your Estate Planning Attorney Und…

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Famous Figures, Part 2: What We Can Learn from Celebrity Estate Plans 30:32

7M ago30:32

30:32

This is the 2nd part of our examination of celebrity estate plans. Using the real-life stories of some of entertainment’s most famous figures, Jeff teaches us valuable lessons that can be applied to our own situations. What You Need to Know (00:00) Episode introduction. (02:56) Singer Whitney Houston created a will in 1993. She died 19 years later …

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Famous Figures: What We Can Learn from Celebrity Estate Plans 29:38

7M ago29:38

29:38

It might not seem like it, but celebrities are people, too. Their estate plans prove that, just like us, some are forward-thinking and prepared while others fail to protect their assets. Jeff uses the stories of some of the wealthiest and most fascinating figures in entertainment and sports to teach us valuable lessons in estate planning because ou…

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Unlocking Your Legacy: The Art of Estate Planning and Disclaimers | Navigate Inheritance with Confidence 27:24

7M ago27:24

27:24

In this podcast episode, Tammi Caress, founder of Caress Law, delves into the power of disclaimers in estate planning to minimize estate taxes and maximize inheritance. Through clear explanations and illustrative examples, listeners gain insights into how disclaimers can strategically shape one's legacy. Tammi emphasizes the importance of timely ac…

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IF YOU FILE BANKRUPTCY WILL YOU HAVE TO GO TO COURT 4:11

7M ago4:11

4:11

IF YOU FILE BANKRUPTCY WILL YOU HAVE TO GO TO COURT

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Demistifying the Term "Estate": Understanding its True Meaning 15:50

7M ago15:50

15:50

Understanding your estate is crucial for securing your legacy and protecting your loved ones' futures. Join us in this episode as we demystify the term 'estate' and explore its profound impact on your estate plan. Understanding the Estate An estate comprises all your assets, regardless of their value, including: Real property (e.g., homes, land) Ca…

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Inside Probate: Tips from Cathy Montague's 37 Years in the Field 28:07

7M ago28:07

28:07

Jeff “inherited” probate paralegal Cathy Montague two years ago when Bellomo acquired a small elder law firm from a retiring attorney. It didn’t take long for Jeff and the team to recognize Cathy’s experience and value. And it didn’t take long for Cathy to embrace her new environment and colleagues. Cathy sits down with Jeff to reflect on her long …

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ADVANTAGES OF AN ATTORNEY DRAFTED ESTATE PLAN VERSUS A DIY PLAN 5:02

8M ago5:02

5:02

ADVANTAGES OF AN ATTORNEY DRAFTED ESTATE PLAN VERSUS A DIY PLAN

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7 Common Mistakes to Avoid When Creating your Estate Plan 25:44

8M ago25:44

25:44

In this episode, we explore the intricacies of estate planning and highlight seven common mistakes individuals often make when crafting their estate plans. From procrastination to neglecting digital assets, our discussion aims to empower listeners with the knowledge to navigate these pitfalls and secure their legacy. In this episode you will learn …

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Beyond Numbers: A Client-Centric Approach to Financial Planning with Wade Williams 29:32

8M ago29:32

29:32

Jeff welcomes Wade Williams from Integrity Wealth Strategies. With tax, audit, and real estate experience under his belt, Wade found his real passion was helping others as a financial advisor. Jeff and Wade discuss investment management and the process of starting up with an advisor. They also highlight the value of expertise and a client-centric m…

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WHEN SHOULD YOUR ESTATE PLAN INCLUDE A TRUST 4:18

8M ago4:18

4:18

WHEN SHOULD YOUR ESTATE PLAN INCLUDE A TRUST

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Unlocking Business Leadership Potential: The Keys to Growth with Executive Coach and Mentor Mark Sussman 21:39

8M ago21:39

21:39

Jeff welcomes Mark Sussman from Strategic Business Group. Mark is an executive coach, mentor, and family business advisor. He helps leaders widen their perspective on their business, formulate plans to achieve their goals and monitor their progress. Being in charge can be lonely, so Mark also runs a peer advisory group for CEOs and owners. The Smal…

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CAN CREDITORS OBJECT TO YOUR BANKRUPTCY CASE 4:17

9M ago4:17

4:17

CAN CREDITORS OBJECT TO YOUR BANKRUPTCY CASE

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What You Should Know about Elder Care Advocacy with Meg Motter 30:13

9M ago30:13

30:13

Jeffrey Bellomo is joined by Meg Motter, Life Care Planning Coordinator at Bellomo & Associates. As an experienced, licensed social worker, Meg provides personalized support for elderly individuals dealing with various challenges related to aging, health, and living arrangements. Meg and Jeff share stories of commitment, personal connections, and t…

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Christmas Special: 12 months of planning 35:13

9M ago35:13

35:13

Victoria and Nikita run through a planning themed "12 Days of Christmas" looking back at some highlights from 2023.By Town Legal LLP

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From Personal Injury to Parenting Prodigies: Meet Craig Milsten 28:20

9M ago28:20

28:20

Jeff is joined today by Craig Milsten. Craig has worked as an assistant District Attorney and the head of litigation at a large general practice law firm. For the last 18 years, he has been with Katherman Briggs & Greenberg (KBG) Injury Law. Craig is an experienced trial attorney and specializes in personal injury claims. Both Craig and Jeff have t…

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SHOULD YOU PLACE YOUR REAL ESTATE INTO A TRUST OR LLC 3:26

10M ago3:26

3:26

SHOULD YOU PLACE YOUR REAL ESTATE INTO A TRUST OR LLC

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