Blog

A hot topic among our clients is the proposed amendment to the Federal Lifetime Gift & Estate Tax Exclusion and how it may affect their

The bottom line is that LTC (long term care) insurance has come a long way. There are new types of LTC insurance and even a

Trusts are a major tool in estate planning. Trusts can be used for disability planning, probate avoidance, asset protection, and/or tax planning. Given the high

This year, we are getting the word out there about the Life Care Planning we offer that involves a licensed social worker to act as

Isolation is something that many seniors experience on a regular basis. However, with the COVID pandemic, that isolated feeling is more common than ever. Today,

I have never had a client tell me that they want to go to a nursing home. Almost daily in my practice I hear that

Growing up Italian is something I am very proud of. I love my family with all of my heart. The last name Bellomo means the

If I had a quarter for every time, I was asked this question I would have a lot of quarters for sure. Many LTC (long

We hope you enjoy this special blog by Meg Motter, Client Care Advocate for Bellomo and Associates: Jump for joy! Joy to the world! Enjoy.

Since my first day with Bellomo & Associates, our team has been a part of the Walk to End Alzheimer’s. Over the years, it has

This year I celebrated seven years with Bellomo & Associates. What a whirlwind it has been! Honestly, it so easy to come to work that

More and more, as our population ages, many of us are taking care of aging spouses or parents. According to the Mayo Clinic, 33% of