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Building Trust, Building Relationships

Building Trust, Building Relationships

  At Bellomo & Associates, estate planning is never just about the paperwork. It is about relationships, trust, and making sure our clients are surrounded

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Protecting Your Assets: What Happens to Trusts After Death? (Q&A, Part 2)

Protecting Your Assets: What Happens to Trusts After Death? (Q&A, Part 2)

  Welcome to the second half of our two-part series, inspired by the “Protecting Your Assets” podcast. In Part 1, we looked at how lifetime

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Never Assume a Will Avoids Probate, Because It Doesn’t

Never Assume a Will Avoids Probate, Because It Doesn’t

One of the questions we hear most often sounds something like this: “But we had a will. Doesn’t that mean we get to skip probate?”

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Disability Pride Month: Why It Matters for Every Family

Disability Pride Month: Why It Matters for Every Family

At Bellomo & Associates, July is more than just another summer month. It’s a time to pause, reflect, and celebrate the incredible diversity that makes

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Understanding Asset Protection Trusts: What You Need to Know

Understanding Asset Protection Trusts: What You Need to Know

  This blog is inspired by a recent episode of the Red Wagon Estate Planning and Elder Law Show, Protecting Your Assets: A Detailed Look

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These Lesser-Known Factors Could Affect Your Medicaid Eligibility

These Lesser-Known Factors Could Affect Your Medicaid Eligibility

  When it comes to protecting your assets and planning for long-term care, the details matter, sometimes in surprising ways. In a recent conversation between

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Why Your Estate Plan Will Probably Fail – Unless You Do These 3 Things

Why Your Estate Plan Will Probably Fail – Unless You Do These 3 Things

You finally did it. You signed the papers, got the binder, and checked Estate Planning off your list. But now what?   If that beautifully

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When Tragedy Strikes: Planning That Helps

When Tragedy Strikes: Planning That Helps

  Tragedy doesn’t wait for the right time. Plane crashes, wildfires, and unexpected emergencies hit fast and hard. And when they do, families are often

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July Is Sandwich Generation Month

July Is Sandwich Generation Month

Caught in the Middle? Estate Planning Tips for the Sandwich Generation July is Sandwich Generation Month. A time to recognize the millions of adults caring

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Estate Planning in the Face of Changing Tax Laws

Estate Planning in the Face of Changing Tax Laws

Why waiting might cost you more than you think   Here’s a little reminder from your future self: “I wish we had talked to someone

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The 5 Signs You Need Medicaid Planning

The 5 Signs You Need Medicaid Planning

…and why waiting might cost you everything you’ve worked for   Most families walk into our office with a similar story: “We thought we had

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7 Overlooked Realities of Probate Every Family Should Know

7 Overlooked Realities of Probate Every Family Should Know

Most people don’t think about probate until they’re in the thick of it. And by then, it’s often overwhelming, time-consuming, and emotionally draining.   At

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