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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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Now is a Good Time to Review Your Estate Plan.

Now is a Good Time to Review Your Estate Plan.

It has certainly been a strange year and it feels as though we are finally heading out of it and things are “getting back to

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I Don’t Trust My Trustee.  What Can I Do?

I Don’t Trust My Trustee. What Can I Do?

It is important to understand that a trustee is a fiduciary and is held to a higher standard of duty.  It is imperative as a

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Five Challenges to Retirement

Five Challenges to Retirement

“The road to retirement is pretty straightforward—until you start getting close.”

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The Bumpy Ride of Care for Your Parents

The Bumpy Ride of Care for Your Parents

“Thanks to Father Time and copious amounts of prescription drugs, people are living longer. But with longer lives comes the potential for increased healthcare needs.”

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Selecting the Right Executor for Your Estate

Selecting the Right Executor for Your Estate

When you look at the desired traits of an executor for your estate, look for a person who has the capacity to carry out the

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Steps to Take When a Loved One Dies

Steps to Take When a Loved One Dies

WXYZ Detroit’s recent article, “Tips you need to know to take a loved one's estate through probate,” explains that within 42 days of the death,

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Reverse Mortgages Give You Tax-Free Cash

Reverse Mortgages Give You Tax-Free Cash

Reverse mortgages, also known as Home Equity Conversion Mortgages (HECMs), are government-insured loans. These loans let qualified senior homeowners convert illiquid home equity into available

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Don’t Postpone Your Retirement because of These Mistakes

Don’t Postpone Your Retirement because of These Mistakes

If we don't do a bang-up job with our financial planning, it could mean postponing retirement—or abandoning the idea altogether. That's what the CPA Practice

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What’s the Number One Destination to Move To?

What’s the Number One Destination to Move To?

"Americans are moving in search of cheaper places to live, more jobs, warmer climates and green space." People are flocking to Oregon, says CNN Money's

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Reforming a Will Because of a Mistake

Reforming a Will Because of a Mistake

A new decision by the Supreme Court of California has interesting implications for when a will can be reformed by the court. Irving Duke created

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Avoiding Escheatment

Avoiding Escheatment

The process by which a state government claims ownership of a deceased person's accounts who has no heirs or beneficiaries is called escheatment. It is

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