On December 20th, 2019, Congress passed one of the most sweeping changes to retirement legislation that we have seen since the early 2000s. The setting
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Your Loved One Just Passed Away, What Do You Do First?
It always amazes me how many phone calls we receive within minutes after a person dies from a family member wanting to know what they
Snowbirds – What Legal Documents They Need To Take When Traveling South For The Winder Months.
Many of our clients are "snowbirds" and will travel south for the winter months. Our clients always remember the essentials of medication, clothing etc. but
The Terrible Surprise Of Your Estate Planning Not Working When You Expect It To.
There is nothing worse than checking something off of your list and knowing that you took care of it only to find out at the
Special Needs Planning: What You Need To Know…
I have written a few other blogs that discuss the legal aspects of special needs planning such as the difference between first party and third
Long-Term Care Insurance, Not Just for Nursing Homes
Long-term care insurance is probably one of the most misunderstood concepts in estate and financial planning. I am not licensed to sell long-term care insurance
How Long Has It Been Since You Signed Your Estate Planning Documents?
One of the challenges after you get your planning done is to review your planning to make sure that it is current. Unfortunately, a lot
Don’t Let a Healthcare Crisis Turn Into a Legal Crisis!
Many people know the importance of appointing a financial power of attorney, a healthcare power of attorney, and an executor to assist with your estate
Estate Planning: A Worthy New Year’s Resolution.
It is that time of year again. When the prior year closes and everyone is reflecting on what they want to get done and are
Should we get married?
At Bellomo & Associates we practice only estate planning and elder law. Many of our clients are older. Often, two people get together later in
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
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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