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Why would a person ever liquidate retirement funds and put them in a trust?

Why would a person ever liquidate retirement funds and put them in a trust?

This is a question that I receive quite frequently from financial professionals with whom we work very closely.  The typical answer is, they would not. 

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Bellomo & Associates is proud to be celebrating its 10th anniversary

Bellomo & Associates is proud to be celebrating its 10th anniversary

Bellomo & Associates is proud to celebrate its 10th anniversary on February 16, 2019.   Ten years ago, my close friend Attorney Nate Platt and

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Mom’s Cheesy Potatoes

Mom’s Cheesy Potatoes

Have you ever seen one of those cookbooks where many people contribute favorite recipes which are then collected and compiled into a best of recipe

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Rules to Live By

Rules to Live By

“Strength and growth come only through continuous effort and struggle” – Napoleon Hill Justin Champion offered the following observations printed in the 4/20/16 edition of

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The Joy of Grandchildren

The Joy of Grandchildren

Having worked for the last 46+ years (with time off for law school, which is work in its own right), I sometimes find myself getting

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A Medicaid In-Home Care Success Story

A Medicaid In-Home Care Success Story

A few months ago, I met with a family whose husband was having a difficult time caring for himself and getting around his home.  His

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Music Soothes

Music Soothes

“Music washes away from the soul the dust of everyday life.” – Berthold Auerbach You know that rush you get when the first few notes

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Retirement planning with long-term care

Retirement planning with long-term care

Qualified retirement plans (IRAs, 402(k)s, 403(b)s and the like) are a great way for families to be able to grow their wealth for the future

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The Girl with Four Boyfriends

The Girl with Four Boyfriends

The expression “A bird in the hand is worth two in the bush” was an ancient Greek proverb which has been well known in English

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The Five Must-Knows of Long-Term Care Planning

The Five Must-Knows of Long-Term Care Planning

Long-term care is often very overwhelming and scary time of a person’s life.  Having specialized in helping families through this tumultuous process for over 15

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Why I’m Done With Making New Year’s Resolutions

Why I’m Done With Making New Year’s Resolutions

Always have a hard time with resolutions? Ditching them might be the key to success. Like millions of people around the world, I used to

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Grief: Coping with the loss of a loved one

Grief: Coping with the loss of a loved one

Coping with the loss of a close friend or family member may be one of the hardest challenges that many of us face. When we

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