Many unmarried domestic partners create estate planning documents, often naming each other in various capacities (e.g. executor, agent under a power of attorney, beneficiary of
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Can You Retire When You Want?
February 03 2018 | By Bellomo & Associates
You may be frugal and in your 50s. You’re ready to retire. You think you’re ready to stop working now and want to make your
How Do I Move Funds From a Traditional IRA into an HSA?
January 30 2018 | By Bellomo & Associates
If you’re now on Medicare but had opened a health savings account (HSA) when still working and were covered by a high-deductible health insurance policy,
Baby Boomer Parents May Not be Leaving You a Bundle
January 30 2018 | By Bellomo & Associates
Surprise! Leaving behind a pile of cash for heirs isn't a top priority for most baby boomers.
A Few Tips on Retirement Planning
January 14 2018 | By Bellomo & Associates
The Motley Fool recent published an article, “3 Things Every Good Retirement Plan Includes,” which can really help your retirement planning. Tax planning. Attaining your
Estate Battles Can Mean Big Legal Fees
December 23 2017 | By Bellomo & Associates
Prosecutors in a Texas forgery, theft and money laundering trial asked the court appointed administrator of an estate how an $8 million estate can shrink
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