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Making That First RMD

Making That First RMD

If you turned 70½ last year but did not take the required minimum distribution (RMD) from your IRA, then you had until April 1 of

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Some Facts about Elder Financial Exploitation

Some Facts about Elder Financial Exploitation

“As with those who have endured other types of abuse, victims of financial elder abuse often feel they can’t or shouldn’t seek recourse.” Perpetrators of

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Protecting Trust Assets from Child’s Divorce (or Divorces)

Protecting Trust Assets from Child’s Divorce (or Divorces)

“If you don’t want money you’ve worked hard for to pass down to your son’s or daughter’s ex, then consider a trust.” The federal estate

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The Bumpy Ride of Care for Your Parents

The Bumpy Ride of Care for Your Parents

“Thanks to Father Time and copious amounts of prescription drugs, people are living longer. But with longer lives comes the potential for increased healthcare needs.”

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An Irrevocable Trust Can Help You to Avoid Trying to Divvy Up Your Estate Fairly Among Your Children

An Irrevocable Trust Can Help You to Avoid Trying to Divvy Up Your Estate Fairly Among Your Children

“Even though determining how to pass on assets is not always clear cut, many people decide to simply divide assets equally among their heirs. Yet

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BEST OF YORK

We are proud to announce that Bellomo & Associates has been selected as one of the finalists in TWO categories for Best of York County!

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Avoid This Common Estate Planning Mistake

Avoid This Common Estate Planning Mistake

“Most people don’t want to be a burden on their family or children. One of the best things you can do to accomplish this goal,

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Dad Just Died Without a Will… Now What?

Dad Just Died Without a Will… Now What?

“You can’t be forced to take on the burdens of the administration of an estate, merely because you are an heir.” If your father died

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TIME TO VOTE FOR BEST OF YORK

It's that time of year again – your opportunity to vote for your favorite businesses and people serving our community. Bellomo & Associates is happy

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Come on, Millennials…Get Cracking on Your Estate Planning!

Come on, Millennials…Get Cracking on Your Estate Planning!

“Yes, you heard us right. Millennials do need to start thinking about their estate plans now. It has nothing to do with the fact that

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These Are Two of the Biggest Estate Planning Misconceptions

These Are Two of the Biggest Estate Planning Misconceptions

“Although these are just two of the misconceptions regarding wills, they take on special significance because they relate to some of the most important assets

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