Your Local Estate Planning Attorney

  • Postal address32730 Walker Road, Ste J-1, Avon Lake, Ohio 44012
  • Phone Numbertel:1-440-930-2826
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Estate Planning Attorney Avon Lake Ohio Elder Law Joseph Motta Attorney

Joseph L. Motta Co.

Elder Law and Estate Planning Attorney

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      • Medicaid Eligibility: Spouse’s Income and Benefits
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Tag: 401(k)

Not All Retirement Accounts Treat Rights of Surviving Spouses the Same

December 17, 2019December 17, 2019
Updating IRA Beneficiaries

The topic of beneficiaries and retirement accounts is one we’ve covered before in “Updating Your Beneficiaries. Estate Planning Tips from Joseph Motta”, but in this post we go into more depth of how your 401(k) and individual retirement accounts (IRAs) Read More …

Beneficiary, Elder Law, Estate Planning401(k), elder law attorney, estate planning attorney, IRA, update beneficiary

Joseph L. Motta Co.

Estate Planning Attorney Avon Lake Ohio Elder Law Joseph Motta Attorney

Joseph L. Motta Co., LPA is your local estate planning attorney’s office. We are devoted to provide you with the peace of mind from knowing your affairs have been planned to avoid the disruptions that can accompany death or incapacity. From wills, trusts & power of attorney documents to long term planning and special needs planning, we use our expertise to provide you with the best advice on how to protect the ones you love.

Office in Avon Lake

(440) 930-2826
32730 Walker Rd. Suite J-1
Avon Lake, OH 44012
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  • 2020 Estate Planning Guide
  • 2020 Ohio Medicaid Guide
  • Special Needs Trust Guide
  • Understanding Probate
  • Benefits of a Living Trust
  • Guides: Long-Term Care, Medicaid, Special Needs Planning
Copyright © 2021 Joseph L. Motta Co.. All rights reserved.

Joseph L. Motta Co.

  • Home
  • About
    • Avon Lake Spotlight
    • Back
  • Events
  • Our Practice Areas
    • Elder Law: Long Term Care & Medicaid Planning
      • Medicaid Eligibility: Spouse’s Income and Benefits
      • Medicaid: Community Spouse Resource Allowance (CSRA)
      • Back
    • Probate & Estate Administration
    • Veterans Aid & Attendance Benefits
    • Estate Planning Attorney
    • Back
  • Resources
    • Newsletters & Blog Posts
    • Client Forms
      • Estate Planning for Married Couple
      • Estate Planning for Single Person
      • Long-Term Care Client Questionnaire
      • Probate Worksheet
      • Back
    • Helpful Guides
      • Estate Planning Guide
        • Understanding Probate
        • Preparing a Will
        • Benefits of a Living Trust
        • Back
      • Special Needs Trust Guide
      • Understanding Long-Term Care
      • Ohio Medicaid Guide
      • Back
    • Legacy Newsletter
    • Videos: Estate Planning & Probate
    • Useful Links
    • Back
  • Reviews
  • Contact

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