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Having the Dreaded “Talk” with Mom and Dad

Having the Dreaded “Talk” with Mom and Dad

“Family conversations about money are almost always difficult, particularly the topic of estate planning.” To learn more about this and to find some strategies to

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Is a Living Trust Right for You?

Is a Living Trust Right for You?

A living trust is a legal document that holds title to your assets for your benefit (and likely with you as the trustee) while you’re

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Unlike Fine Wine and Some Fancy Cheeses, an Estate Plan Doesn’t Get Better with Age

Unlike Fine Wine and Some Fancy Cheeses, an Estate Plan Doesn’t Get Better with Age

Your estate plan may be aging as we speak. It could be getting obsolete and not reflect your current circumstance, objectives, and desires. As the

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Plug Your Nose and Draft a Will!

Plug Your Nose and Draft a Will!

As icky as it can be to think about your own death, estate planning attorneys will tell you that it’s imperative to protect your family

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Create a ‘Bulletproof’ Will

Create a ‘Bulletproof’ Will

With people living longer, things can be messier. There’s more time for a second marriage, more time for assets to accumulate, and more time for

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IN THE COMMUNITY

Congratulations Attorney Bellomo for being asked to give presentations to the clients of Waddell & Reed and the York County Senior Center Association.  

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Remember These Remarriage Reminders

Remember These Remarriage Reminders

The unforeseen legal consequences incurred by a second or even third marriage can snarl careful estate planning and leave heirs disenfranchised and bitter, warns On

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Check This Checklist and See What You Need to Do for Your Estate Plan

Check This Checklist and See What You Need to Do for Your Estate Plan

People tend to put off estate planning. As a result, they risk dying without leaving their financial affairs in order and handing their heirs a

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Say Yes to Estate Planning!

Say Yes to Estate Planning!

It’s common for folks to make serious errors in planning—or just not planning—to pass their wealth to their heirs after they die. CNBC’s “Don’t drop

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Does Your Estate Plan Include “The Big Three”?

Does Your Estate Plan Include “The Big Three”?

NJ 101.5 recently posted an article, “Here are the important estate planning documents you should have.” It explains that there are generally a “Big Three”

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Draft Your Will and Eliminate Issues for Your Family

Draft Your Will and Eliminate Issues for Your Family

Here’s a riddle: What do painter Pablo Picasso, former NFL quarterback Steve McNair and rock star Prince all have in common? Each died without an

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“I Do” Means Sharing Financial Info Too

“I Do” Means Sharing Financial Info Too

A sound understanding of your financial status is critical to planning, budgeting and saving toward retirement. Many couples who share their lives together have no

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