Years ago, my best friend’s parents passed away in an airplane accident. I vividly remember going to their house with my mother to bring food
Blog
Why Estate Recovery Sounds Worse Than It Is
We recently received a distressed call from a husband that we represented about a year ago on a long-term Medicaid application for his wife who
Why Didn’t the Nursing Facility Tell Us?
I recently met with a client whose husband was placed in the nursing facility about four years ago due to dementia. She did everything she
Understanding Deeds and Tenancy-Related Lingo
There are three main types of legal ownership of property. The first, “Tenancy by the Entireties” is reserved for married couples. If the property is
How Soon is Soon Enough to get a Life Care Plan?
A life care plan is a living, breathing, document that provides for you as you age. It is a tool that helps you plan for
Happy National Caregiver Day
One of the most overlooked and underappreciated groups are caregivers. Whether the caregivers are professionals or family members trying to help informally, caregivers are the
What’s Not to Love?
What’s not to love? You may think you know, but peek into my world as a Bellomo employee and lead of the firm’s Life Care
Alzheimer’s Disease: The Game Changer
In the mid-90’s, my grandpa Bellomo was diagnosed with Alzheimer’s Disease, and I remember watching him progress through the stages of this disease and thinking
Estate planning and the Dysfunctional Family
Over my career as an estate planning and elder law attorney, I swear I have seen just about everything. I cannot remember a fact pattern that
Potential Decrease in Federal Gift and Estate Tax Exemption, Did it Pass and Does it Impact You?
A hot topic among our clients is the proposed amendment to the Federal Lifetime Gift & Estate Tax Exclusion and how it may affect their
Why You Should look at LTC Insurance
The bottom line is that LTC (long term care) insurance has come a long way. There are new types of LTC insurance and even a
Considerations For Trust Type
Trusts are a major tool in estate planning. Trusts can be used for disability planning, probate avoidance, asset protection, and/or tax planning. Given the high