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.

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.

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WAYS TO WORK WITH JEFFREY BELLOMO

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