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A living trust is a legal document that holds title to your assets for your benefit (and likely with you as the trustee) while you’re

“Whether your company has decided to move its headquarters or operations to a new state or asked you to move to a different office location,

Your estate plan may be aging as we speak. It could be getting obsolete and not reflect your current circumstance, objectives, and desires. As the

Many family-business owners aren’t sufficiently prepared to transfer their businesses. There are several reasons why business transition planning is critical for business owners who want

You can use the details on Form 1040 to spark discussions about much more than tax planning with your estate planning attorney, says CNBC, in

A recent Forbes article addresses an interesting question: “If the U.S. Federal Estate Tax Goes Away, What Will Single-Family Offices Likely Do?” Even if the

As a recent Forbes article titled “The End of Secrecy in Nursing Home Wrongdoing” explains, until now consumers were required to sign arbitration agreements when

If you’re in the hospital under “observation status,” which is a Medicare designation applied to patients deemed insufficiently ill for formal admission, but still too

As icky as it can be to think about your own death, estate planning attorneys will tell you that it’s imperative to protect your family

Can you believe the average cost for a one-bedroom unit in an assisted living facility is nearly $42,000 a year in our country? These long-term-care

Bellomo & Associates Financial Advisors Boot Camp will be held on October 21st at Spiritrust Lutheran The Village at Sprenkle Drive.  Enhance your career and

With people living longer, things can be messier. There’s more time for a second marriage, more time for assets to accumulate, and more time for