Joe is so easy to work with. I would highly recommend Mr. Motta for any estate planning. The binder that was provided was so “updated”. It includes an entire section for outlining all online usernames/passwords for email, bank accounts, online shopping accounts, video game sites, cloud storage sites, and on and on. His recommendation to include printed beneficiary statements was also a great reminder. The flash drive provided is also great to have. Joe even provided the IRA distribution chart for younger family members to be aware of if/when the time comes. Everything, and I mean everything, is now in one place. Thanks to Joe and his staff.
Anonymous
