Why Pre-Planning with a Trust is Better Than Crisis-Planning In our office, we hold workshops on both estate planning, which is considered pre-planning, and
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Lessons from a Probate Pro: Insights from Cathy Montague
At Bellomo & Associates, we pride ourselves on having a team that’s not only knowledgeable but also deeply compassionate. Two years ago, we had
The Power of Partnership: Why Expertise and Values Matter in Legal and Financial Services
The Power of Partnership: Why Expertise and Values Matter in Legal and Financial Services By Jeffrey R. Bellomo At Bellomo & Associates, we believe
Why Joint Ownership of Assets with a Child is not Always the Answer
I believe that people in this world have good intentions. When it comes to gifting assets, especially to one’s children, I have spoken with many
Accomplishing a Client’s Objective with the Team
We always encourage our clients to bring their team with them to all meetings. A team can consist of an accountant, a financial advisor, and
Let Your Attorney Keep Your Original Documents
I’ve often heard people say, “With time comes wisdom.” When I first started practicing law, I was trained to always keep clients’ original documents at
3 Common Reasons People Seek Out An Elder Law Attorney
I am very blessed to have been practicing law for almost 20 years with most of those years having specialized in Estate Planning and Elder
A Happy Medicaid Client
During a 20-year career in Elder Law, there are a lot of things that will stick with you. But one thing has become clear to
My Journey in Life Care Planning
I have been an Estate Planning and Elder Law Attorney for approximately 20 years. I have been fortunate enough to obtain the designation to become
How to Pay for Long-Term Care
At the end of the day, there are three main ways to pay for long-term care: 1. Pay privately. 2. Pay with your long-term care
The Perils Of DIY Estate Planning
Estate planning is a crucial process that ensures the security of your family and assets when you pass away. However, many people are tempted to
How to Avoid Sibling Conflicts When Caring for Aging Parents
As our parents age, we are faced with tough decisions on how to provide them with the care they need. Two common questions that adult
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