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Roll with the Changes After a Divorce…Including Beneficiary Designations

Roll with the Changes After a Divorce…Including Beneficiary Designations

“What happens if you don’t make changes?” While you don’t plan ahead for a divorce, you should immediately take steps to ensure your interests are

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7 Free CEU’s for Healthcare Professionals!

7 Free CEU’s for Healthcare Professionals!

To join us for this Boot Camp on October 14th please contact the office via telephone 717-845-5390, email – llarkin@bellomoassociates.com or fax – 717-845-5408. We

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When are Required Minimum Distributions Required?

When are Required Minimum Distributions Required?

“Some workers may be too old to contribute to a traditional IRA.” Kiplinger’s recent article, “Tax-Smart Ways to Save When You’re Too Old for a

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CFPB Publishes New Guide to Combat Elder Exploitation

CFPB Publishes New Guide to Combat Elder Exploitation

“CFPB issues guide and best practices to help communities create protection partnerships for seniors.” The Consumer Financial Protection Bureau’s (CFPB) recent press release, “Consumer Financial

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Sorting Out the Differences in Different Powers of Attorney

Sorting Out the Differences in Different Powers of Attorney

“What’s the difference between a power of attorney and a durable power of attorney?” Estate planning documents may not be the most exciting discussion, but

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Intentional Entrepreneur Boot Camp

Intentional Entrepreneur Boot Camp

I’m very excited about co-creating and co-teaching an intentional entrepreneur boot camp. In this bootcamp, we are not only going to show you how to

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Protection for a Non-Relative Inheritance

Protection for a Non-Relative Inheritance

“How to avoid elder exploitation and other inheritance headaches.” There’s a growing trend of elder exploitation, according to New Hampshire Magazine’s September 2016 issue in

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Get Rockin’ on a Solid Estate Plan

Get Rockin’ on a Solid Estate Plan

It seems pretty natural that people postpone planning their estates. After all, who wants to anticipate or dwell on his or her own demise? What’s

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Some Things to Know About Trusts

Some Things to Know About Trusts

There are a lot of benefits of trusts, but there also are some disadvantages. NJ 101.5’s recent post, “The disadvantages to trusts,” discusses some of

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Disinherited Daughter Sues in New Jersey to Get Piece of Dad’s Estate

Disinherited Daughter Sues in New Jersey to Get Piece of Dad’s Estate

The Algemeiner’s recent article, “New Jersey Woman Fails to Contest Father’s Will Over Alleged Bias Against Jewish Spouse,” said that a panel of three judges

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Don’t Go Commando Without a Will

Don’t Go Commando Without a Will

Did you know you need a will? You really do. Creating a will can make certain that your assets are transferred the way that you

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An Emergency Fund is Critical in Retirement

An Emergency Fund is Critical in Retirement

When you’ve finally reached retirement and are feeling comfortable that your nest egg of savings will take care of your financial needs for as long

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