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A tartalmat a Jeffrey Bellomo biztosítja. Az összes podcast-tartalmat, beleértve az epizódokat, grafikákat és podcast-leírásokat, közvetlenül a Jeffrey Bellomo vagy a podcast platform partnere tölti fel és biztosítja. Ha úgy gondolja, hogy valaki az Ön engedélye nélkül használja fel a szerzői joggal védett művét, kövesse az itt leírt folyamatot https://hu.player.fm/legal.
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Building Trust, Building Relationships: Pam Witwer of Lancaster PA Notary

23:33
 
Megosztás
 

Manage episode 445545719 series 3558640
A tartalmat a Jeffrey Bellomo biztosítja. Az összes podcast-tartalmat, beleértve az epizódokat, grafikákat és podcast-leírásokat, közvetlenül a Jeffrey Bellomo vagy a podcast platform partnere tölti fel és biztosítja. Ha úgy gondolja, hogy valaki az Ön engedélye nélkül használja fel a szerzői joggal védett művét, kövesse az itt leírt folyamatot https://hu.player.fm/legal.

When Pam Witwer started her business, Lancaster PA Notary, she sought an attorney to act as a strategic partner. After some stealth vetting of Bellomo & Associates, she knew she had found a team with a stellar reputation that shared her values and commitment to customer service.

Pam travels to seniors in the community to provide notary services at their locations. Her work is not limited to seniors and estate planning; she is trained in mortgage loan closings, international document authentication, and other areas.

The collaboration between Pam Witwer and Bellomo & Associates is so highly valued that the firm encouraged her to offer a second type of service—providing power of attorney, health care advocacy, trustee, and/or executor services. All of these relationships are built on trust, and that’s the backbone of Pam’s work.

To learn more, visit https://lancasterpanotary.com/, email pam@lancasterpanotary.com, or call (717) 413-7213.

WHAT YOU NEED TO KNOW

(00:00) Episode introduction.

(07:56) A notary is a trained and certified public official who witnesses the signing of important documents and verifies the identity of the signer.

(09:28) Pam is a senior-focused traveling notary. She goes wherever her clients need her—their home or residence, a hospital, a rehab facility, hospice, memory care, etc. This mobile service speaks to Pam’s belief that seniors are an underserved segment of our population.

(11:15) It can be challenging for Bellomo & Associates, as an estate planning and elder law firm, to send a notary out to work with seniors, so this trusted collaboration with Pam is a great benefit to the team.

(12:01) It’s not unusual for a person to be without family or a trusted friend who can serve as power of attorney, health care advocate, trustee, or executor. In other cases, a backup is needed. Recognizing this underserved specialty and knowing Pam as a trustworthy and reliable collaborator, the Bellomo team encouraged her to expand her service offerings. This prompted Pam to launch Lancaster PA Executor Services.

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.

LINKS AND RESOURCES MENTIONED

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/

  continue reading

97 epizódok

Artwork
iconMegosztás
 
Manage episode 445545719 series 3558640
A tartalmat a Jeffrey Bellomo biztosítja. Az összes podcast-tartalmat, beleértve az epizódokat, grafikákat és podcast-leírásokat, közvetlenül a Jeffrey Bellomo vagy a podcast platform partnere tölti fel és biztosítja. Ha úgy gondolja, hogy valaki az Ön engedélye nélkül használja fel a szerzői joggal védett művét, kövesse az itt leírt folyamatot https://hu.player.fm/legal.

When Pam Witwer started her business, Lancaster PA Notary, she sought an attorney to act as a strategic partner. After some stealth vetting of Bellomo & Associates, she knew she had found a team with a stellar reputation that shared her values and commitment to customer service.

Pam travels to seniors in the community to provide notary services at their locations. Her work is not limited to seniors and estate planning; she is trained in mortgage loan closings, international document authentication, and other areas.

The collaboration between Pam Witwer and Bellomo & Associates is so highly valued that the firm encouraged her to offer a second type of service—providing power of attorney, health care advocacy, trustee, and/or executor services. All of these relationships are built on trust, and that’s the backbone of Pam’s work.

To learn more, visit https://lancasterpanotary.com/, email pam@lancasterpanotary.com, or call (717) 413-7213.

WHAT YOU NEED TO KNOW

(00:00) Episode introduction.

(07:56) A notary is a trained and certified public official who witnesses the signing of important documents and verifies the identity of the signer.

(09:28) Pam is a senior-focused traveling notary. She goes wherever her clients need her—their home or residence, a hospital, a rehab facility, hospice, memory care, etc. This mobile service speaks to Pam’s belief that seniors are an underserved segment of our population.

(11:15) It can be challenging for Bellomo & Associates, as an estate planning and elder law firm, to send a notary out to work with seniors, so this trusted collaboration with Pam is a great benefit to the team.

(12:01) It’s not unusual for a person to be without family or a trusted friend who can serve as power of attorney, health care advocate, trustee, or executor. In other cases, a backup is needed. Recognizing this underserved specialty and knowing Pam as a trustworthy and reliable collaborator, the Bellomo team encouraged her to expand her service offerings. This prompted Pam to launch Lancaster PA Executor Services.

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.

LINKS AND RESOURCES MENTIONED

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/

  continue reading

97 epizódok

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