Proposed estate tax repeal legislation has been introduced in Congress that would assist farm and ranch families with the challenges of passing their family businesses
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The Time for Estate Planning is now
The (Dodge City, KS) High Plains Journal, in “Estate planning is for everyone,” notes that people spend a lifetime working and building an estate to
Jazz Owner Uses Legacy Trust to Keep Basketball Club in the Family
The ownership of the NBA franchise, the Utah Jazz, along with its home, the Vivint SmartHome Arena, has been transferred from owner Gail Miller to
Calculating Your Social Security Benefit
Many newly-minted Baby Boomer retirees may wonder how often they should be receiving a Social Security benefits statement in the mail. They also ask what
It’s Okay, an Intentionally Defective Grantor Trust is Legal
Don’t worry; this is a totally legal and valid trust. The “defective” part only describes the fact that it’s not valid for income tax shifting
Mary Tyler Moore’s Money Savvy Results in Big Contributions to Her Favorite Charities
When actress Mary Tyler Moore was told she had diabetes, her doctors gave her a 50-50 shot at living another 35 years. A recent Trust
ABLE Act a Big Break for the Disabled
The Achieving a Better Life Experience, or ABLE ACT, was passed by Congress in 2014 and lets individuals with disabilities establish special tax-advantage accounts to
No Estate Planning Means Prince’s Estate Hit with 50% Tax
Prince’s estate has just a few days left to file an estate tax payment, and the taxes are expected to ultimately take nearly half the
A Checklist for Veterans
The Wadena Pioneer-Journal recently put together a checklist for veterans in the article, “What survivors should know; A veteran/retiree checklist.” This checklist isn’t all-inclusive and
The Fine Print about Reverse Mortgages
A reverse mortgage is a mortgage you can take out when you’re 62 years or older. This plan lets you stay in your home as
Best of York- It’s Time to VOTE!
Best of York County 2017!!! Please Vote for Bellomo & Associates!!! Best of York “NOMINATE ME” round begins Saturday, February 11th PLEASE nominate Bellomo &
Estate Planning for Those Who Will Live to Be Over 100
With advances in medical technology, it’s increasingly possible to live a long and active life. Experts in longevity planning use advanced medical testing to create
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Latest Posts
- What Is Medicaid Planning and When Should You Start?
- Reverse Mortgages Explained: A Powerful Tool Most Families Overlook
- The 5 Essential Documents Every Estate Plan Should Include
- Estate Planning for the Sandwich Generation: Protecting Your Parents and Your Children at the Same Time
- Leaving a Legacy: How to Pass on More Than Just Money











