Grateful for Your Estate Planning Questions: Your Essentials Answered

The Red Wagon Estate Planning & Elder Law Show

We get great questions from our clients and others daily, so we’ve put together a potpourri of questions and answers about estate planning. We believe education is the key to making smart decisions, and we are here to help. Check out our website to learn more about our free educational workshops.

Thank you for sending in your questions—keep them coming! Jeff is happy to explain and break things down to make The Red Wagon Estate Planning and Elder Law Show as helpful and relevant as possible.

WHAT YOU NEED TO KNOW

(00:00) Episode introduction.

(03:03) What is estate administration?

(05:38) Who performs estate administration?

(07:52) What's the difference between probate administration and trust administration? What resources are available to help the executor understand and conduct estate administration?

(09:42) How much does estate administration cost?

(11:11) What is estate planning, and does it help me while I’m still alive? What is the benefit of having a financial power of attorney and a medical power of attorney?

(13:18) What is the value of estate planning for my family after I’ve passed? What is a memorandum of personal property?

(16:37) Why do I need estate planning when Pennsylvania has an intestate succession statute?

(20:02) I don’t have children. Do I really need estate planning?

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 [phone].

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/