The administrator of a decedent’s estate in Oklahoma appealed an order from the trial court forcing the administrator to file a federal estate tax return
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How is Life Insurance Taxed in an Estate?
May 06 2017 | By Bellomo & Associates
“Life insurance can pass to your heirs free of tax, if you name the right beneficiary.”
Check with Your Estate Planning Attorney about New Laws Now in Effect
July 30 2015 | By Bellomo & Associates
Determining a process for passing assets on to heirs is an integral part of the estate planning process. But it’s not always easy to determine
Four Important Dates to Consider When Reviewing Your Estate Plan
June 01 2015 | By Bellomo & Associates
Whenever clients ask if they need to update their will or trust, the first question back to them is: “When was it created?” If they
Single People and Estate Planning / York, PA
December 29 2014 | By Bellomo & Associates
The number of singles is steadily growing. In 1970, slightly more than a third of Americans age 15 and older were single, according to the
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Latest Posts
- Aging at Home with Confidence: How Lancaster Downtowners Is Changing the Game
- Common Questions: Clearing Up Confusion in Estate Planning, Elder Law, and Asset Protection
- A $29 Million Estate, a Forgotten Will, and One Messy Legal Battle—Here’s What You Can Learn
- Could You Lose the Family Home to Taxes? The Step-Up in Basis Debate Matters More Than You Think
- The Great Wealth Transfer Is Coming—Will Your Family Be Ready or Left in a Mess?
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