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The Importance of Keeping Good Financial Records

The Importance of Keeping Good Financial Records

Whenever we meet with clients to create estate planning documents, one of the things we suggest they do is to begin keeping a rolling five

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New England Clam Chowder

New England Clam Chowder

Yet another favorite of the Bellomo from Mom’s cookbooks. New England Clam Chowder – Makes 8 servings Ingredients: 2 bacon slices, diced 1/2 C. chopped

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Special Needs Trust Planning Success Story

Special Needs Trust Planning Success Story

A person who was referred by their neighbor who is an individual with special needs recently called our office.  The person’s son had special needs

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The Three Most Common Reasons Clients Come to Bellomo & Associates

The Three Most Common Reasons Clients Come to Bellomo & Associates

Estate planning and elder law is a vast area that allows us to serve a lot of different needs of clients and their families.  Over

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Look on the Bright Side

Look on the Bright Side

Walt Disney once said, “I always like to look on the optimistic side of life, but I am realistic enough to know that life is

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Why Create an Asset Protection Trust in Pennsylvania?

Why Create an Asset Protection Trust in Pennsylvania?

I was recently at an elder law event in Pennsylvania with some of the most intelligent professionals in my area.  I love going to these

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Single Person Medicaid Success Story

Single Person Medicaid Success Story

We were recently referred to an individual whose aunt was living in a nursing home.  The administrator of the nursing home told the nephew to

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Are you a pessimist or an optimist?

Are you a pessimist or an optimist?

Research shows that optimistic people tend to be much happier and successful in life than pessimists. Pessimism often leads to depression and missing out on

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A Financial Success Story for a Nursing Home Resident

A Financial Success Story for a Nursing Home Resident

A family was recently referred to us by a local nursing home because the wife had a stroke and she is going to need care

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Rich vs. Poor: A State of Mind

Rich vs. Poor: A State of Mind

"How you see the world. How you deal with it. That determines your real wealth." – God (from the 'Joan of Arcadia' TV series) One

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Why would a person ever liquidate retirement funds and put them in a trust?

Why would a person ever liquidate retirement funds and put them in a trust?

This is a question that I receive quite frequently from financial professionals with whom we work very closely.  The typical answer is, they would not. 

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What Estate Plans do Parents Need?

What Estate Plans do Parents Need?

This is a question that I'm often asked by young clients with young children.  The basics of the plan are very similar to what a

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