Here at Bellomo & Associates, we often discuss estate planning strategies that protect assets. However, sometimes, the biggest threat isn’t a lawsuit or a lack
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The Great Wealth Transfer Is Coming—Will Your Family Be Ready or Left in a Mess?
There’s a lot of buzz about The Great Wealth Transfer—an estimated $84 trillion expected to pass from older generations to their children and grandchildren over
Understanding the Medicaid Look-Back Period and Penalties
When Mary sat in my office, her hands were trembling as she unfolded the Medicaid denial letter. “I don’t understand,” she whispered. “Dad didn’t do
From Elder Law to Canine Care: A Conversation with Susan Hunter
I recently enjoyed catching up with my good friend and former co-trainer, Susan Hunter. Before she opened a state-of-the-art indoor dog park and boarding
Unlocking Personal Growth and Caregiving Support with Julie Cassaday on The Red Wagon Club Podcast
In a recent episode of The Red Wagon Club podcast, Jeff Bellomo sat down with Julie Cassaday, a certified life coach and Level II
The Role of Long-Term Care Insurance in Estate Planning – Debunking Myths
When James’s mother, Dorothy, had a fall and needed skilled nursing care, the family quickly realized they had a problem: no long-term care plan was
Navigate the Maze of Senior Living with Guidance from Assisted Living Locators
Finding the right senior living community for yourself or a loved one can feel overwhelming. With so many options and factors to consider, it’s
Medicaid Planning – Protecting Your Assets from Long-Term Care Costs
When Nancy and her husband, Bob, first came to my office, they were overwhelmed. Bob had recently been diagnosed with early-stage dementia, and Nancy was
The Value of Living Wills
When I ask our younger clients if they would like to complete a Health Care Directive, they often say no, stating that they are too
It’s Not Enough Just to Have Documents Proofed!
After receiving your Estate Planning documents, one of the most important steps to take is to ensure that all doctors and organizations making up your
Life Care Planning: More Important Now than Ever
Life Care Planning is a holistic, care-focused approach in Estate Planning and Elder Law firms. A Life Care Planning law firm like ours has an
Celebrity Estate Planning Mistakes: More Lessons from the Rich and Famous
This blog post is inspired by Episode 77 of our podcast, Famous Figures: What We Can Learn from Celebrity Estate Plans (Part 2). In this
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Latest Posts
- Could You Lose the Family Home to Taxes? The Step-Up in Basis Debate Matters More Than You Think
- The Great Wealth Transfer Is Coming—Will Your Family Be Ready or Left in a Mess?
- Understanding the Medicaid Look-Back Period and Penalties
- From Elder Law to Canine Care: A Conversation with Susan Hunter
- Unlocking Personal Growth and Caregiving Support with Julie Cassaday on The Red Wagon Club Podcast