Elder Law and Estate Planning Attorney
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 …
