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Could You Lose the Family Home to Taxes? The Step-Up in Basis Debate Matters More Than You Think

Could You Lose the Family Home to Taxes? The Step-Up in Basis Debate Matters More Than You Think

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?

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

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Understanding the Medicaid Look-Back Period and Penalties

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

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From Elder Law to Canine Care: A Conversation with Susan Hunter

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

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Unlocking Personal Growth and Caregiving Support with Julie Cassaday on The Red Wagon Club Podcast

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

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The Role of Long-Term Care Insurance in Estate Planning – Debunking Myths

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

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Navigate the Maze of Senior Living with Guidance from Assisted Living Locators

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

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Medicaid Planning – Protecting Your Assets from Long-Term Care Costs

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

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The Value of Living Wills

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

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It’s Not Enough Just to Have Documents Proofed!

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

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Life Care Planning: More Important Now than Ever

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

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Celebrity Estate Planning Mistakes: More Lessons from the Rich and Famous

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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