With people living longer, odds are that many of us will become disabled for some time before we pass away and will need some long-term
Blog
It’s Time for a Midyear Checkup—Financially Speaking
Over a third of Americans thought about a financial resolution this year, according to a Fidelity Investments survey. Their top goals were to save more,
Getting Married Again Means “You Do” Need to Review Your Assets and Estate Plan
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
Bonjour! Cross-Border Moves Take Planning
If you’d like to retire abroad or move back to the U.S. after working overseas, you’ll need to calculate how it will impact your finances.
Elder Abuse Grows with Senior Population
The Administration for Community Living says that hundreds of thousands of older persons are abused, neglected and exploited every year, reported The Hillsdale (MI) Daily
Do Some Simple Planning with College-Bound Children to Sleep Better at Night
Your kid’s now an adult, ready to head to college and start a new adventure. But businessinsavannah.com’s article, “College-bound children need critical financial, health documents,”
How to Solve the Issue of Passing Your House to Your Heirs
No one likes to think about passing away, but when you do, you're going to leave stuff behind. If you're leaving behind modest assets, then
Rolling Stone Jagger Needs Estate Planning for Expected Arrival
When Rolling Stone Mick Jagger isn't on stage later this year, he'll probably be at home changing diapers at age 72. Mick is awaiting the
Workshop Update
Bellomo and Associates is pleased to announce that due to popular demand, we have added another evening workshop in August. The workshop will be held
The Nuts and Bolts of Defending a Will Contest
There are a lot of moving parts when it comes to the defense of a will contest.The National Law Review article “Defending a Will Contest”
Gift Tax Reminders
Forbes’ recent article, “Why The Gift Tax Matters So Much to You,” reminds us that certain wealth transfers are excluded from gift taxes. You can
Don’t Leave a Bundle to Your Ex
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