When Nancy and her husband, Bob, first came to my office, they were overwhelmed. Bob had recently been diagnosed with early-stage dementia, and Nancy was
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The Value of Living Wills
When I ask our younger clients if they would like to complete a Health Care Directive, they often say no, stating that they are too
It’s Not Enough Just to Have Documents Proofed!
After receiving your Estate Planning documents, one of the most important steps to take is to ensure that all doctors and organizations making up your
Life Care Planning: More Important Now than Ever
Life Care Planning is a holistic, care-focused approach in Estate Planning and Elder Law firms. A Life Care Planning law firm like ours has an
Celebrity Estate Planning Mistakes: More Lessons from the Rich and Famous
This blog post is inspired by Episode 77 of our podcast, Famous Figures: What We Can Learn from Celebrity Estate Plans (Part 2). In this
What Celebrities Can Teach Us About Estate Planning: Lessons from Elvis to Gandolfini
This blog post is inspired by Episode 76 of our podcast, Famous Figures: What We Can Learn from Celebrity Estate Plans. In this episode, Jeff
Why You Should Create An Asset Protection Trust
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
A Happy Medicaid Client
One thing has become clear to me over my 20-year career: Being a lawyer is not for the faint of heart. Oftentimes, we end up
Medicare vs Medicaid
What Jargon Should I Learn As I Age? Medicare, Medicaid, Medigap, and Metamucil … There are so many words that one needs to know
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
Long-Term Care and Retirement Accounts
We often say in our workshops that long-term care planning is a team sport. A family’s key advisors must be a part of the planning
Do Your Family a Favor and Pre-Plan your Funeral
There are many great gifts that you can give your family. However, pre-planning your funeral is one that your family will thank you for the
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