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Time to Declutter

Time to Declutter

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

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Why Estate Recovery Sounds Worse Than It Is

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

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Why Didn’t the Nursing Facility Tell Us?

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

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Understanding Deeds and Tenancy-Related Lingo

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

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How Soon is Soon Enough to get a Life Care Plan?

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

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Happy National Caregiver Day

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

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What’s Not to Love?

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

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Alzheimer’s Disease: The Game Changer

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

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Estate planning and the Dysfunctional Family

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

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Potential Decrease in Federal Gift and Estate Tax Exemption, Did it Pass and Does it Impact You?

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

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Why You Should look at LTC Insurance

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

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Considerations For Trust Type

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

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