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Don’t worry; this is a totally legal and valid trust. The “defective” part only describes the fact that it’s not valid for income tax shifting

When actress Mary Tyler Moore was told she had diabetes, her doctors gave her a 50-50 shot at living another 35 years. A recent Trust

The Achieving a Better Life Experience, or ABLE ACT, was passed by Congress in 2014 and lets individuals with disabilities establish special tax-advantage accounts to

Prince’s estate has just a few days left to file an estate tax payment, and the taxes are expected to ultimately take nearly half the

The Wadena Pioneer-Journal recently put together a checklist for veterans in the article, “What survivors should know; A veteran/retiree checklist.” This checklist isn’t all-inclusive and

A reverse mortgage is a mortgage you can take out when you’re 62 years or older. This plan lets you stay in your home as

  Best of York County 2017!!!  Please Vote for Bellomo & Associates!!! Best of York "NOMINATE ME" round begins Saturday, February 11th PLEASE nominate Bellomo

With advances in medical technology, it’s increasingly possible to live a long and active life. Experts in longevity planning use advanced medical testing to create

In 2015, a beneficiary sued the testamentary trustees and executors of a Texas estate for breach of fiduciary duty and also sought an accounting, temporary

Finally, after many years of pressure from patient advocate groups, Medicare will begin to reimburse doctors for the time needed to test patients with cognitive

No one likes to plan for his or her death, but it’ll happen to all of us, says The Reading Eagle Business Weekly in the

The big challenge for many Special Needs Families is balancing the financial needs of retirement with the long-term needs of a child with a disability.