The estate of former Penn State football coaching legend Joe Paterno, along with former assistant coaches Jay Paterno and Bill Kenney, are suing the NCAA,
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Simple Estate Planning Tools
When we look at the steps taken in our investing lives, the basics are simple. As working investors in the initial stages, the priority is
What… My Taxes are Going Down? What Gives?
There could be more reductions in the offing, as lawmakers in Minnesota recently raised the state’s estate tax exemption to $2.1 million retroactive to January.
What is fair for a Family with a Child with Special Needs
As parents, it’s hard to treat all children fairly, despite their different personalities and capabilities. Most try to ensure that one child never feels less
Don’t Over-Think Your Estate Planning
The psychological issues in deciding how to leave your assets can be the hardest part of the process, says Wilmington Biz in the recent article,
JOIN US FOR A QUESTION & ANSWER SESSION
Attorney Jeffrey Bellomo will be addressing your questions concerning estate planning, Medicaid, tax laws, etc. Please RSVP to the number on the flyer to
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











