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Bonjour! Cross-Border Moves Take Planning

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.

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Elder Abuse Grows with Senior Population

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

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Do Some Simple Planning with College-Bound Children to Sleep Better at Night

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,”

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How to Solve the Issue of Passing Your House to Your Heirs

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

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Rolling Stone Jagger Needs Estate Planning for Expected Arrival

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

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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

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The Nuts and Bolts of Defending a Will Contest

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”

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Gift Tax Reminders

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

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Don’t Leave a Bundle to Your Ex

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

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Don’t Horse Around with Estate Planning and Your Stable

Don’t Horse Around with Estate Planning and Your Stable

There’s no one-size-fits-all approach to estate planning. These are personal decisions you should make after carefully weighing all of the options with a qualified attorney.

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Which One of Us Should Take Care of Mom and Dad?

Which One of Us Should Take Care of Mom and Dad?

With Americans living longer, many Baby Boomers now find themselves giving financial and emotional support to their aging parents. An important part of this process

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When to Take Your Parent in to Live with You

When to Take Your Parent in to Live with You

People wonder if they should bring their aging parent to live with them. Typically, this issue comes up when one parent passes away. When that

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