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Penn State Football Coach’s Estate Looks to Settle Lawsuit

Penn State Football Coach’s Estate Looks to Settle Lawsuit

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

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

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What… My Taxes are Going Down? What Gives?

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.

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What is fair for a Family with a Child with Special Needs

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

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Don’t Over-Think Your Estate Planning

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,

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JOIN US FOR A QUESTION & ANSWER SESSION

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

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How Do I Collect as the Sole Beneficiary for a Family Member Who Lives Out-of-State?

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

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Widows and Widowers Get Break with New Tax Ruling

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

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Ohio Supreme Court Says High Bar to Find Undue Influence in Will

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

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Bluegrass Legend’s Historic Home to be Sold by Estate

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

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A Trusteed IRA May be a Wise Solution

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

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Estate Planning with No Heirs

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

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