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Tax Issues on the Family Home for Loved Ones

Tax Issues on the Family Home for Loved Ones

NJ.com’s recent article, “Complex inheritance taxes on a home,” explains the valuation of a home based on its fair market value (FMV) on the date

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Executor Seeks to Resign from Role in Texas Lawyer’s Estate

Executor Seeks to Resign from Role in Texas Lawyer’s Estate

When the famous Texas attorney John O’Quinn died in 2009, he had over 1,200 automobiles—but no children and no heirs. Gerald Treece, who was a

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Playboy Playmate’s Estate Files Wrongful Death Suit against Chiropractor

Playboy Playmate’s Estate Files Wrongful Death Suit against Chiropractor

Fox News, in its recent article, “Playboy model Katie May’s estate sues chiropractor for wrongful death,” reports that the father of Katie May’s eight-year-old daughter

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Penn State Football Coach’s Estate Looks to Settle Lawsuit

Penn State Football Coach’s Estate Looks to Settle Lawsuit

The estate of former Penn State football coaching legend Joe Paterno, along with former assistant coaches Jay Paterno and Bill Kenney, are suing the NCAA,

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Simple Estate Planning Tools

Simple Estate Planning Tools

When we look at the steps taken in our investing lives, the basics are simple. As working investors in the initial stages, the priority is

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What… My Taxes are Going Down? What Gives?

What… My Taxes are Going Down? What Gives?

There could be more reductions in the offing, as lawmakers in Minnesota recently raised the state’s estate tax exemption to $2.1 million retroactive to January.

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What is fair for a Family with a Child with Special Needs

What is fair for a Family with a Child with Special Needs

As parents, it’s hard to treat all children fairly, despite their different personalities and capabilities. Most try to ensure that one child never feels less

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Don’t Over-Think Your Estate Planning

Don’t Over-Think Your Estate Planning

The psychological issues in deciding how to leave your assets can be the hardest part of the process, says Wilmington Biz in the recent article,

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JOIN US FOR A QUESTION & ANSWER SESSION

JOIN US FOR A QUESTION & ANSWER SESSION

  Attorney Jeffrey Bellomo will be addressing your questions concerning estate planning, Medicaid, tax laws, etc.  Please RSVP to the number on the flyer to

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How Do I Collect as the Sole Beneficiary for a Family Member Who Lives Out-of-State?

How Do I Collect as the Sole Beneficiary for a Family Member Who Lives Out-of-State?

NJ.com’s recent article, “Inheriting money from out-of-state relative,” explains that with a power of attorney, you will be able to manage the family member’s affairs

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Widows and Widowers Get Break with New Tax Ruling

Widows and Widowers Get Break with New Tax Ruling

Forbes’ recent article, “IRS Offers Estate Tax Relief To Widows And Widowers,” advises that some quick action may be needed to take advantage of the

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Ohio Supreme Court Says High Bar to Find Undue Influence in Will

Ohio Supreme Court Says High Bar to Find Undue Influence in Will

A recent case in Ohio demonstrates the very high threshold that must be met to establish that a decedent was unduly influenced or lacked testamentary

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