Elder Law and Estate Planning Attorney
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 …
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 …
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 …
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 …
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 …
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 …
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 …
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 …
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 …
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 …
Sunday, October 20th, 2019, join Joseph L. Motta Co., LPA and over twenty other participants at the Ridgefield Health & Wellness Fair at the Rec Center at 8700 Gatewood Drive, in North Ridgeville, Ohio. Fair opens at 2:00PM and closes Read More …
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 …
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 …
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 …
Time to downsize? Don’t know where to begin? Come and learn from the experts. Please join Joseph L. Motta Co., LPA and other experts in the fields of real estate, long term care and financial planning. Saturday, October 5th from Read More …
Many parents have their retirement savings socked away in 401(k)s and IRAs. So that your beneficiaries do not have to pay taxes on the funds prematurely, it’s important to properly structure the beneficiary designations for these accounts. Unfortunately when a Read More …
A power of attorney is a very important estate planning tool. Power of attorney (POA) is a legal document in which you give someone else the authority to act on your behalf and most states will accept powers of attorney Read More …
Just bringing up the possibility of someone in your family becoming mentally or physically incapacitated is often difficult. We tend to think of only the very elderly needing long-term, hands-on care, but a recent report by the Alzheimer’s Association found Read More …
Download a copy of :The Legacy Advisor Spring 2018 IRAs and other tax-deferred retirement accounts allow your savings to grow tax free until you start withdrawing funds. Any distributions you take from a retirement account (with the exception of Roth Read More …
Download a copy of The Legacy Advisor Winter 2017 A Gift for you, a Gift for Your Family Featured Guest Article by Loretta Heindrichs – Personal Historian and Legacy Advisor, www.KeepsakeVM.com As maturity creeps up on us, we begin to see the Read More …
