Federal law is pretty clear cut regarding what happens to company retirement plan assets if a married participant dies on the job. In that scenario,
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Getting Married Again Means “You Do” Need to Review Your Assets and Estate Plan
August 16 2016 | By Bellomo & Associates
A major challenge for those walking down the aisle again is how to reconcile preserving assets for children from a prior marriage and still taking
Don’t Leave a Bundle to Your Ex
August 03 2016 | By Bellomo & Associates
Do you want your ex-spouse to inherit any part of your estate? It could happen if you initially signed up for a retirement plan or
The Importance of Keeping Beneficiary Designations Up-To-Date
August 21 2015 | By Bellomo & Associates
Life insurance policies and retirement plans are key components of most estate plans today. In many cases, they represent the majority of assets in an
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