It often starts with an ordinary day. A phone rings on a Tuesday morning, and in a single moment, everything changes. A daughter hears
Blog
Common Estate Planning Mistakes and How to Avoid Them
Most people think estate planning mistakes are complicated legal failures. They picture technical errors, courtroom battles, or confusing loopholes. That is not what usually
What If the Will Is Contested?
Everything was supposed to be settled. I have had families sit across from me at Bellomo & Associates who say exactly that. The documents
What Is Medicaid Planning and When Should You Start?
It usually does not begin with a plan. It begins with a moment. I have sat with families at Bellomo & Associates who
Reverse Mortgages Explained: A Powerful Tool Most Families Overlook
This blog is inspired by a recent episode of The Red Wagon Estate Planning & Elder Law Show, where Jeff Bellomo sat down with
The 5 Essential Documents Every Estate Plan Should Include
“If you only have a will, you may not have a complete estate plan.” This is something we gently explain to families all the
Estate Planning for the Sandwich Generation: Protecting Your Parents and Your Children at the Same Time
You are scheduling your child’s dentist appointment while coordinating your dad’s cardiology visit. You are reviewing college savings plans while quietly wondering how long your
Leaving a Legacy: How to Pass on More Than Just Money
When people hear the word legacy, they often think about money. Who gets what? How much is passed down? Whether assets are divided fairly. While
Planning for Long-Term Care Without Losing Everything
One of the biggest fears families share, often quietly, is this question: What happens if I need long-term care and it wipes out everything I
7 Steps Executors Must Take After a Loved One Dies
Being named an executor is an honor, but it often arrives at one of the hardest moments of your life. While you are grieving the
What Is Medicaid Planning and When Should You Start?
Why “Just Spend It Down” Is Not a Real Plan You have probably heard someone say, “Just spend down the assets and apply for Medicaid.”
Guardianship vs. Power of Attorney: What’s the Difference?
When a Loved One Can’t Make Decisions, Who Steps In and How This question usually comes up during stressful moments. A medical emergency. A new











