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You’ve got a Will. That’s great… Now, where is it?

You’ve got a Will. That’s great… Now, where is it?

“Many Americans die without telling their family members where to find their wills or how their estates will be divided and why, according to a

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How to Build, Protect and Enhance Your Wealth throughout Your Life

How to Build, Protect and Enhance Your Wealth throughout Your Life

“Save early and often. The sooner you start to save, the easier it will be to amass a comfortable nest egg -- thanks to the

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Who’s Living Longer?

Who’s Living Longer?

“Age 100 is now a possible goal for young people around the world with good health care.”

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How to Sell Jointly Owned Stock after Your Spouse Passes Away

How to Sell Jointly Owned Stock after Your Spouse Passes Away

“How you will be taxed, depends on the state in which you reside.”

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Learn More about Deferred Charitable Gift Annuities

Learn More about Deferred Charitable Gift Annuities

“For those who would like to leave a legacy and include a gift to charity in their estate plan, a Deferred Charitable Gift Annuity is

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How is Life Insurance Taxed in an Estate?

How is Life Insurance Taxed in an Estate?

“Life insurance can pass to your heirs free of tax, if you name the right beneficiary.”

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Don’t Wait until It’s Too Late to Estate Plan

Don’t Wait until It’s Too Late to Estate Plan

“Many people don’t see the importance of estate planning, until they have been forced to deal with the adverse effects of not being prepared for

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A Look at Target-Date Funds as You near Retirement

A Look at Target-Date Funds as You near Retirement

“They may not make sense once you're past the target date.”

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COMMUNITY PRESENTATION – CALL TO RESERVE A SEAT!

A free workshop, entitled 3 Easy Steps, will be presented by Attorney Bellomo on May 5. The focus of the seminar will be estate planning

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California Nursing Home Sued for Poor Treatment of Patients

California Nursing Home Sued for Poor Treatment of Patients

“A former Napa care facility is being sued for negligent hiring and elder abuse, following the death of one of its elderly patients.”

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Answers to Your Medicare Questions

Answers to Your Medicare Questions

“When you turn 65, you have to master a new health care system.”

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