The estate of Doug and Jean Goss donated an unexpected $2.2 million donation to Rideout Health Foundation and undisclosed sums to four other Yuba-Sutter area
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Don’t Be Like Abraham Lincoln. Create a Will
What do Abe Lincoln, Bob Marley and Prince have in common? You guessed it…they all died without a will. But why? Kiplinger’s article, “4 Strategies
Sharing a Home with Another Senior Friend Can be a Win-Win
NJ 101.5 says in its recent post, “Buying a retirement home together,” that more seniors are looking into shared housing options for financial reasons—as well
Investing Trust Assets 101
Many people want to invest assets held in trust. However, there are many different types of trusts, and it can be confusing to determine which
Olympic Event Can Show “Rio” Important Retirement Planning Tips
Did you ever consider that retirement planning in the 21st century is very similar to the modern Olympics pentathlon? The Des Moines Register’s article, “How
SAVE THE DATE FOR OUR FINANCIAL ADVISORS BOOT CAMP!!!
Bellomo and Associates Financial Advisors Bootcamp will be held on October 21st at Spiritrust Lutheran The Village at Sprenkle Drive. Enhance your career and earn
Family Long-Term Care Isn’t a Cure-All for Seniors
With people living longer, odds are that many of us will become disabled for some time before we pass away and will need some long-term
It’s Time for a Midyear Checkup—Financially Speaking
Over a third of Americans thought about a financial resolution this year, according to a Fidelity Investments survey. Their top goals were to save more,
Getting Married Again Means “You Do” Need to Review Your Assets and Estate Plan
A major challenge for those walking down the aisle again is how to reconcile preserving assets for children from a prior marriage and still taking
Bonjour! Cross-Border Moves Take Planning
If you’d like to retire abroad or move back to the U.S. after working overseas, you’ll need to calculate how it will impact your finances.
Elder Abuse Grows with Senior Population
The Administration for Community Living says that hundreds of thousands of older persons are abused, neglected and exploited every year, reported The Hillsdale (MI) Daily
Do Some Simple Planning with College-Bound Children to Sleep Better at Night
Your kid’s now an adult, ready to head to college and start a new adventure. But businessinsavannah.com’s article, “College-bound children need critical financial, health documents,”
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Latest Posts
- Aging at Home with Confidence: How Lancaster Downtowners Is Changing the Game
- Common Questions: Clearing Up Confusion in Estate Planning, Elder Law, and Asset Protection
- A $29 Million Estate, a Forgotten Will, and One Messy Legal Battle—Here’s What You Can Learn
- Could You Lose the Family Home to Taxes? The Step-Up in Basis Debate Matters More Than You Think
- The Great Wealth Transfer Is Coming—Will Your Family Be Ready or Left in a Mess?