"The Roth IRA, with its unique tax advantages, can be a powerful financial-planning tool. However, rolling funds from a traditional IRA into a Roth is
Blog
Paying the Estate Tax
November 17 2015 | By Bellomo & Associates
One of the biggest headaches for executors of large estates is coming up with the cash to pay the estate tax. If the cash or
Wells Fargo Keeps Funds from Widow
September 01 2015 | By Bellomo & Associates
One of the standards of local TV news is a segment that has a reporter investigate and try to help with a community member's problems.
Estate Planning and Bitcoins
August 20 2015 | By Bellomo & Associates
Some people treat Bitcoins like currency and spend them as such. However, planning for an estate that contains Bitcoins is different than planning for an
Effects of the Supreme Court’s Ruling on Same-Sex Marriage
July 13 2015 | By Bellomo & Associates
Last week’s historic Supreme Court decision, Obergefell v. Hodges, affirmed a constitutional right to same-sex marriage in all 50 states, opening up tax, estate planning
Interest Rates Have Your Trust Down? / York, PA
July 18 2014 | By Bellomo & Associates
When interest rates are low, it can be difficult to maximize trust income while adequately growing the trust's principle. This can cause conflicts between different
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