Attorney Jeffrey Bellomo will be addressing your questions concerning estate planning, Medicaid, tax laws, etc. Please RSVP to the number on the flyer to
Blog
How Do I Collect as the Sole Beneficiary for a Family Member Who Lives Out-of-State?
NJ.com’s recent article, “Inheriting money from out-of-state relative,” explains that with a power of attorney, you will be able to manage the family member's affairs
Widows and Widowers Get Break with New Tax Ruling
Forbes’ recent article, “IRS Offers Estate Tax Relief To Widows And Widowers,” advises that some quick action may be needed to take advantage of the
Ohio Supreme Court Says High Bar to Find Undue Influence in Will
A recent case in Ohio demonstrates the very high threshold that must be met to establish that a decedent was unduly influenced or lacked testamentary
Bluegrass Legend’s Historic Home to be Sold by Estate
Bill Monroe lost both of his parents by the time he was 16. His uncle, Pendleton Vandiver then took care of him. For two years
A Trusteed IRA May be a Wise Solution
Financial Planning’s article, “When you should establish an IRA as a trust,” advises that the answer depends on several factors, like the amount of control
Estate Planning with No Heirs
Some people have a somewhat unique estate planning challenge: they’re childless and not sure what should happen to the assets they leave behind or whom
Answers to 401(k) Questions
As you develop your financial and estate plans, you should consider integrating 401(k) accounts into an overall retirement strategy. It’s an important part of the
Review These Retirement Planning Criteria
Stock Investor’s recent article, “6 Retirement Estate Planning Criteria You Must Address,” says every retiree’s investment objective should address these six criteria: Minimum required yield.
Check on Your Beneficiaries…Today!
When you pass away, what you leave to your loved ones is important, but so too is how you leave those assets. Making certain that
Administrator Must File for Portability for Surviving Spouse, Court Says
The administrator of a decedent's estate in Oklahoma appealed an order from the trial court forcing the administrator to file a federal estate tax return
How to Split the Lake Cabin among the Kids
Financial Planning’s recent article, “Save clients from tax pitfalls, family strife when passing on that lake cabin,” says that a parents’ well-meaning bequest could wind