Estate Planning
Bringing Up Estate Planning During Your Holiday Visit
Do you worry your parents don't have their estate planning in order? Are you unsure how to tactfully approach the subject of wills, trusts, beneficiaries, retirement accounts, living wills, power of attorney, medical power of attorney and long term care Read More ...
2020 Social Security Raise – Much Less Than 2019
For many retired seniors their social security income is the main source of how bills, medical and and housing expenses are paid so we understand that every little bit counts. The cost of living adjustment announced by the Social Security Read More ...
Estate Planning During a Divorce
You know the importance of estate planning and have taken careful consideration to have your "ducks in a row." You drew up a will and trust with your spouse, purchased the right amount of life insurance for your family, designated Read More ...
Five Estate Planning Myths from a Local Estate Planning Attorney
We know some myths can be fun - think; unicorns, Pegasus, fairies and mermaids. But some myths are scary AND costly. There are many myths about estate planning, and at Joseph L. Motta Co. we hear them all. We understand Read More ...
Estate Planning: Considerations When You Have a Stepfamily
Ideally, when a second marriage joins two families together, it should be a joyous occasion that creates one bigger blended family unit. Unfortunately, when the estate plan lacks clarity, it too often also creates inheritance fights between stepparents and children. Read More ...
Updating Your Beneficiaries. Estate Planning Tips from Joseph Motta.
Many people periodically update their wills or other estate plans, but don't update who will receive distributions from their retirement plans (such as IRAs and 401(k)s) upon their deaths. Every year you should review your entire estate plan, and the Read More ...
Don’t Give Your Home to Your Children to Protect it from Medicaid
Many people fear losing their home if they have to enter a nursing home and apply for Medicaid. They believe that they can preserve their home by transferring it to their children prior to applying for Medicaid. Transferring a home Read More ...
Why Everyone Over 60 Should Update Their Estate Plan
How frequently you should review your estate plan depends on how old you are and whether there has been a significant change in your circumstances. If you are over age 60 and you haven't updated your estate plan in many Read More ...
What Makes a Will Valid? Dramatic Wills: Scribbled Notes, Videos and Last Wishes.
You've surely seen a dramatic presentation of a will in either a movie, television show, or in a book. From handwritten notes and scribbled on a napkin to a self-made video or last utterances to a companion in the last Read More ...
Without an Estate Plan or Will, Aretha Franklin’s Estate Held Up in Probate Court
According to court documents, legendary singer Aretha Franklin did not have a will when she died, opening up her estate to public scrutiny and potential problems. Failing to create an estate plan can cause lots of headaches for heirs, in Read More ...
Long Term Care Planning
Bringing Up Estate Planning During Your Holiday Visit
Do you worry your parents don't have their estate planning in order? Are you unsure how to tactfully approach the subject of wills, trusts, beneficiaries, retirement accounts, living wills, power of attorney, medical power of attorney and long term care Read More ...
2020 Social Security Raise – Much Less Than 2019
For many retired seniors their social security income is the main source of how bills, medical and and housing expenses are paid so we understand that every little bit counts. The cost of living adjustment announced by the Social Security Read More ...
Don’t Give Your Home to Your Children to Protect it from Medicaid
Many people fear losing their home if they have to enter a nursing home and apply for Medicaid. They believe that they can preserve their home by transferring it to their children prior to applying for Medicaid. Transferring a home Read More ...
Is This the Cure for Alzheimer’s? Promising Research Using Ultrasound.
Researchers in Australia have been experimenting with a non-invasive ultrasound technology that is showing great promise in the treatment of Alzheimer’s disease. Click here to read the full research article, "Scanning ultrasound removes amyloid-b and restores memory in an Alzheimer’s Read More ...
Bringing Up Estate Planning During Your Holiday Visit
Do you worry your parents don't have their estate planning in order? Are you unsure how to tactfully approach the subject of wills, trusts, beneficiaries, retirement accounts, living wills, power of attorney, medical power of attorney and long term care Read More ...
2020 Social Security Raise – Much Less Than 2019
For many retired seniors their social security income is the main source of how bills, medical and and housing expenses are paid so we understand that every little bit counts. The cost of living adjustment announced by the Social Security Read More ...
Estate Planning During a Divorce
You know the importance of estate planning and have taken careful consideration to have your "ducks in a row." You drew up a will and trust with your spouse, purchased the right amount of life insurance for your family, designated Read More ...
Five Estate Planning Myths from a Local Estate Planning Attorney
We know some myths can be fun - think; unicorns, Pegasus, fairies and mermaids. But some myths are scary AND costly. There are many myths about estate planning, and at Joseph L. Motta Co. we hear them all. We understand Read More ...
Estate Planning: Considerations When You Have a Stepfamily
Ideally, when a second marriage joins two families together, it should be a joyous occasion that creates one bigger blended family unit. Unfortunately, when the estate plan lacks clarity, it too often also creates inheritance fights between stepparents and children. Read More ...
Updating Your Beneficiaries. Estate Planning Tips from Joseph Motta.
Many people periodically update their wills or other estate plans, but don't update who will receive distributions from their retirement plans (such as IRAs and 401(k)s) upon their deaths. Every year you should review your entire estate plan, and the Read More ...
Don’t Give Your Home to Your Children to Protect it from Medicaid
Many people fear losing their home if they have to enter a nursing home and apply for Medicaid. They believe that they can preserve their home by transferring it to their children prior to applying for Medicaid. Transferring a home Read More ...
Friday, 11/01/19, 10am-2pm: Taft Lounge in Wesleyan Village
Joseph Motta will be set up with a display table this Friday, November 1st, at the Taft Lounge inside Wesleyan Village. This event is open to all - especially residents, staff and families. Estate Planning & Elder Law Questions Bring Read More ...
10/29/19: Discussion on Estate Planning and Senior Wellness, 5:30-7:30PM
Please join Joseph L. Motta Co., LPA and our fellow panel members at Wesleyan Meadows in Sheffield Village, Ohio for a panel discussion on estate planning and senior wellness. This will be an informative panel discussion with Joseph Motta, elder Read More ...
11/7/2019: Lorain County Chamber of Commerce Business Expo, 3-7PM
Come meet Joseph L. Motta on Thursday, November 7th, 2019, at the Lorain County Chamber of Commerce Business Expo from 3:00pm-7:00pm. Over 650 attendees are expected to meander through the halls of Tom's Country Place meeting over 110 exhibitors. The Read More ...