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)
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
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?”
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
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
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
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
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
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
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
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
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