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  • 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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Tag: Annual gift tax

IRS Raising Annual Gift Tax and Estate Tax in 2023

December 30, 2022January 16, 2023

Although inflation is generally nothing to be pleased about, the IRS recently announced inflation-adjusted changes to the annual gift tax and estate tax exclusions for 2023. If you are considering wealth transfer tax planning, these are welcome increases. Gift Tax Read More …

Estate PlanningAnnual gift tax, annual gift tax exclusion, estate tax, estate tax exclusion

2022 Annual Gift Tax and Estate Tax Exclusions Increase

January 25, 2022February 15, 2022
2022 estate tax exclusions

The amount you can gift to any one person without filing a gift tax form is increasing to $16,000 in 2022, the first increase since 2018. The federal estate tax exclusion is also climbing to more than $12 million per individual. Read More …

Elder Law, Estate Planning, Medicaid PlanningAnnual gift tax, estate tax exclusion, Form 709, gift tax return, lifetime gift tax exemption

How to Use Intrafamily Loans as Part of Your Estate Plan

December 15, 2021December 18, 2021

When interest rates are low, intrafamily loans can be a good way to assist a relative (typically a child) with purchasing a house or a family business, and in certain circumstances they can be used to gift money to the Read More …

Elder Law, Estate Planning, Wills & TrustsAnnual gift tax, estate planning attorney, gifting, intrafamily loan, lifetime gift tax exemption, passing on a family business

Stretch the Gift Tax Limit by Paying for Education or Health Care

April 17, 2021April 17, 2021
Gifting Limit: Gift Tuition and Healthcare

If you want to make a gift to family members but have exceeded the annual gifting limit, there is another way. Payments for a family member’s education or health care expenses are exempt from the gift tax. The annual gift Read More …

Estate Planning, Medicaid Planning, Medicaid QualificationAnnual gift tax, estate planning attorney, long term care planning, medicaid planning attorney, taxes

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
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  • Special Needs Trust Guide from Your Special Needs Planning Attorney
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  • Benefits of a Living Trust
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Joseph L. Motta Co.

  • Home
  • About
    • Avon Lake Spotlight Video
    • Back
  • Events
  • Our Practice Areas
    • Estate Planning Attorney
    • Long Term Care Planning
    • Special Needs Planning Attorney
    • Medicaid Planning
      • Medicaid Eligibility: Spouse’s Income and Benefits
      • Medicaid: Community Spouse Resource Allowance (CSRA)
      • Back
    • Back
  • Resources
    • Blog Posts
    • Senior Scam Info
    • 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
      • 2022 Ohio Medicaid Guide
      • Special Needs Trust Guide
      • Revocable Living Trust
      • Back
    • Back
  • Reviews
  • Contact

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