Elder Law and Estate Planning Attorney
When loved ones pass away, there are lots of considerations, including what happens to their Social Security. The decedent’s payments need to be stopped, but survivor’s benefits may be available to the spouse or, in certain cases, children. Social Security Read More …
Life insurance can play a few key roles in an estate plan, depending on your age and situation in life. Because life insurance passes outside of probate, it can also provide heirs needed funds more quickly than assets passing through Read More …
Prepaying for your funeral is one way to ease the burden on your family following your death and make sure your wishes are carried out. But pre-paid funeral plans come with risks, so you need to exercise care when purchasing Read More …
Congress created the rules governing the minimum distribution of retirement plan funds to encourage saving for retirement and to allow retirement assets to build up tax-free during the plan owner’s working years. But lawmakers built in provisions so the money Read More …
A recent article “Survey: Almost half of Ohio pet owners spend more on pets than partners for Christmas,” got us thinking about pet trusts. It’s a topic we haven’t posted about yet and at Joseph L. Motta Co., we have 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 …
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 …
