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What Is Medicaid Planning and When Should You Start?

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

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Reverse Mortgages Explained: A Powerful Tool Most Families Overlook

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

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The 5 Essential Documents Every Estate Plan Should Include

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

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Estate Planning for the Sandwich Generation: Protecting Your Parents and Your Children at the Same Time

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

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Leaving a Legacy: How to Pass on More Than Just Money

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

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Planning for Long-Term Care Without Losing Everything

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

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7 Steps Executors Must Take After a Loved One Dies

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

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What Is Medicaid Planning and When Should You Start?

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.”

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Guardianship vs. Power of Attorney: What’s the Difference?

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

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The Real Cost of Dying Without an Estate Plan

The Real Cost of Dying Without an Estate Plan

Why Waiting Until Later Is the Most Expensive Choice You Can Make One of the first questions people ask when they start thinking about estate

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Don’t Let a Healthcare Crisis Turn Into a Legal Crisis

Don’t Let a Healthcare Crisis Turn Into a Legal Crisis

Published on January 13, 2020. Last Updated on December 30, 2025.   Most people understand that estate planning is important. They know they should have

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Long-Term Care Insurance: Not Just for Nursing Homes

Long-Term Care Insurance: Not Just for Nursing Homes

Published on January 17, 2020. Last Updated on December 23, 2025.   Long-term care insurance is one of the most misunderstood topics in estate planning

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