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Hosted by Jeffrey Bellomo, Esq., CELA, LLM, and over 20 years of experience practicing in estate planning.  We’ll discuss all things Estate Planning and Law.  Our mission is to help educate so that what happened to the Bellomo family doesn’t happen to you. We hope to answer your most burning questions and support you with a solution to estate planning that works for you and your loved ones.

  1. All Episodes
  2. 2024
  3. 03

Numbers and More for 2024: IRS Rulings, Tax Info, and Medicaid Updates

Mar 21, 2024

It’s that time of year when Jeff provides the newest and most applicable IRS and Medicaid numbers for tax and estate planning purposes. Many of these numbers are discussed in our free, educational workshops. Jeff also likes to review them here along with related questions we get from our clients.

 

WHAT YOU NEED TO...

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Famous Figures, Part 2: What We Can Learn from Celebrity Estate Plans

Mar 7, 2024

This is the 2nd part of our examination of celebrity estate plans. Using the real-life stories of some of entertainment’s most famous figures, Jeff teaches us valuable lessons that can be applied to our own situations. 

 

What You Need to Know 

(00:00) Episode introduction.

(02:56) Singer Whitney Houston created a...

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