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Why Pre-Planning with a Trust is Better Than Crisis-Planning   In our office, we hold workshops on both estate planning, which is considered pre-planning, and

One thing has become clear to me over my 20-year career: Being a lawyer is not for the faint of heart. Oftentimes, we end up

What Jargon Should I Learn As I Age?   Medicare, Medicaid, Medigap, and Metamucil … There are so many words that one needs to know

  At Bellomo & Associates, we pride ourselves on having a team that’s not only knowledgeable but also deeply compassionate. Two years ago, we had

We often say in our workshops that long-term care planning is a team sport. A family’s key advisors must be a part of the planning

There are many great gifts that you can give your family. However, pre-planning your funeral is one that your family will thank you for the

The purpose of Bellomo & Associates is to educate our clients so what happened to my family in the hospital does not happen to yours.

The Power of Partnership: Why Expertise and Values Matter in Legal and Financial Services By Jeffrey R. Bellomo   At Bellomo & Associates, we believe

Planning starts with documents. When making a plan for our loved ones with disabilities, documents are simply the first step. As a baseline, these documents

Everyone must protect our seniors. Children are the first line of protection, but sometimes they are also the issue. Our entire society needs to work

I believe that the most rewarding and satisfying work is Special Needs Planning. It is gratifying to know that you helped an individual and enabled

In this day and age, it appears that most people can do just about everything. However, there is a reason why most CELAs (Certified Elder