Artwork

Jeffrey Bellomo에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Jeffrey Bellomo 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
Player FM -팟 캐스트 앱
Player FM 앱으로 오프라인으로 전환하세요!

Building Trust, Building Relationships: Pam Witwer of Lancaster PA Notary

23:33
 
공유
 

Manage episode 445545719 series 3558640
Jeffrey Bellomo에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Jeffrey Bellomo 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.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

96 에피소드

Artwork
icon공유
 
Manage episode 445545719 series 3558640
Jeffrey Bellomo에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Jeffrey Bellomo 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.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

96 에피소드

모든 에피소드

×
 
Loading …

플레이어 FM에 오신것을 환영합니다!

플레이어 FM은 웹에서 고품질 팟캐스트를 검색하여 지금 바로 즐길 수 있도록 합니다. 최고의 팟캐스트 앱이며 Android, iPhone 및 웹에서도 작동합니다. 장치 간 구독 동기화를 위해 가입하세요.

 

빠른 참조 가이드