One thing has become clear to me over my 20-year career: Being a lawyer is not for the faint of heart. Oftentimes, we end up
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Medicare vs Medicaid
What Jargon Should I Learn As I Age? Medicare, Medicaid, Medigap, and Metamucil … There are so many words that one needs to know
Lessons from a Probate Pro: Insights from Cathy Montague
At Bellomo & Associates, we pride ourselves on having a team that’s not only knowledgeable but also deeply compassionate. Two years ago, we had
Long-Term Care and Retirement Accounts
We often say in our workshops that long-term care planning is a team sport. A family’s key advisors must be a part of the planning
Do Your Family a Favor and Pre-Plan your Funeral
There are many great gifts that you can give your family. However, pre-planning your funeral is one that your family will thank you for the
Education Education Education
The purpose of Bellomo & Associates is to educate our clients so what happened to my family in the hospital does not happen to yours.
The Power of Partnership: Why Expertise and Values Matter in Legal and Financial Services
The Power of Partnership: Why Expertise and Values Matter in Legal and Financial Services By Jeffrey R. Bellomo At Bellomo & Associates, we believe
Personal Care Plans for Special Needs
Planning starts with documents. When making a plan for our loved ones with disabilities, documents are simply the first step. As a baseline, these documents
Important Information to Protect Seniors
Everyone must protect our seniors. Children are the first line of protection, but sometimes they are also the issue. Our entire society needs to work
Complex Planning Can Turn Out Well
I believe that the most rewarding and satisfying work is Special Needs Planning. It is gratifying to know that you helped an individual and enabled
Why a Boutique Experience May Be Right For You
In this day and age, it appears that most people can do just about everything. However, there is a reason why most CELAs (Certified Elder
How Can I Guarantee To Stay Home As I Age
First and foremost, there is no way to guarantee that you can stay home as you age. Often, our health dictates whether or not we