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Why Is Estate Recovery Not as Bad as it Sounds?

Why Is Estate Recovery Not as Bad as it Sounds?

Estate recovery in Pennsylvania is the state's attempt at getting paid back at the time of an individual’s death for care that it has provided

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Protecting Against Exploitation of An Elderly Individual

Protecting Against Exploitation of An Elderly Individual

In my career as an estate planning and elder law attorney, I have encountered numerous occasions where it was very clear to me that my

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It is with great mixed emotions that I write this ….

It is with great mixed emotions that I write this ….

As many of you know, Bill Poole and wife Michelle Poole have been members of our team for nearly four and a half years.  Both

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Grantor Trusts Versus Non-grantor Trusts

Grantor Trusts Versus Non-grantor Trusts

When we are educating on trusts and the use of trusts in estate planning, people often get a concept confused. There is a difference between a

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Family Caregivers – Thank You! 🙏

Family Caregivers – Thank You! 🙏

Being a family caregiver is one of the most rewarding, amazing experiences that children can provide to their loved ones. I have heard time and

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The Emotional Impact of the Guardianship Process

The Emotional Impact of the Guardianship Process

There are very few times in my career that I can remember being in tears and having a difficult time separating myself from the situation

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Defining Family for Estate Planning Purposes

Defining Family for Estate Planning Purposes

While I was presenting the other day, a woman in the audience raised her hand and asked me to define what is a family for

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Should I put my child’s name on my house to avoid probate?

Should I put my child’s name on my house to avoid probate?

We get this question at least once a week in the offices at Bellomo & Associates. Unfortunately, like other areas of estate planning and elder

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Reflecting On Gratitude

Reflecting On Gratitude

The Bellomo & Associates Team took a minute to pause and reflect on we are grateful for when it comes to serving the families in

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Should I Preplan My Funeral?

Should I Preplan My Funeral?

I want to state right up front that I am not a funeral director, nor am I licensed to sell any insurance products or receive

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Should I Buy Long-Term Care Insurance?

Should I Buy Long-Term Care Insurance?

I get asked this question all the time in my practice. I want to begin by saying I am not a financial advisor, nor am

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Same-sex unmarried couples and inheritance tax

Same-sex unmarried couples and inheritance tax

Since May 20th, 2014, same-sex marriage has been legally recognized in Pennsylvania as a result of a federal district court judge ruling that the Commonwealth’s

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