“When leaving a home to your children, you can avoid probate by using either joint ownership or a revocable trust, but which is the better
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Supreme Court Changes Estate Planning for Married Same-Sex Couples
March 11 2016 | By Bellomo & Associates
“The Supreme Court ruled that the Constitution guarantees a right to same-sex marriage.” The recent Court decision has changed financial and estate planning significantly for
Don’t Plant a Bomb in Your Estate Plan to Blow Up the Future for Your Kids!
January 28 2016 | By Bellomo & Associates
“The real reasons to do estate planning are to take care of ourselves and our families the way that we want to.” In a review
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
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Latest Posts
- The 5 Essential Documents Every Estate Plan Should Include
- Estate Planning for the Sandwich Generation: Protecting Your Parents and Your Children at the Same Time
- Leaving a Legacy: How to Pass on More Than Just Money
- Planning for Long-Term Care Without Losing Everything
- 7 Steps Executors Must Take After a Loved One Dies
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