May 21, 2026

The idea of a “simple Will” sounds great. It seems inexpensive and easy, until real life exposes the limits of a Will. So, drawing on his vast experience, Jeffrey Bellomo explains why relying on a simple Will can leave a family vulnerable to taxes, probate costs, creditor claims, and unintended outcomes. 

Effective...

May 7, 2026

Many of us know firsthand that the responsibility and effort needed to manage our money can be overwhelming. Oftentimes, the struggle arises with aging or after the loss of a spouse. Busy professionals and families also can have trouble keeping track of financial obligations. And, in today’s economy, many young people...