Millennials Taking Care of Aging Boomers Makes Long Term Care Planning Even More Important

long term care planning

Do you remember the term “sandwich generation?” It’s a phrase coined to refer to baby boomers who were taking care of their parents while also having young children of their own. However, now millennials are moving into the sandwich generation Read More …

How to Create an Estate Plan to Benefit a Child with Special Needs

Special Needs Planning Attorney

People not familiar with children with special needs often find it surprising when we explain our areas of expertise are estate planning, long term care planning, elder law and special needs planning.  They usually haven’t considered that children with disabilities Read More …

Estate Planning Is Even More Important for Unmarried Couples

Estate Planning Single Couples

What do millennial and aging couples have in common?  Trends are showing that more older couples are choosing to stay unmarried, despite being in long-term committed relationships. Most married couples understand the importance of estate planning to transfer assets and Read More …

Estate Planning 101 in N. Ridgeville. Free Estate Planning Seminar to Help You Avoid Common Mistakes

Estate Planning Events Classes

Register now for our free event with the Lorain Public Library System at the North Ridgeville Branch on Bainbridge. Estate Planning Events and Seminars At Joseph L. Motta Co., we genuinely enjoy sharing our expertise and knowledge in the areas Read More …

Golden Grab Bag: Estate Planning in Sheffield Lake March 11th

Sheffield Lake Estate Planning Attorney

Register now for our free event with the Lorain Public Library System at the Domonkas Branch in Sheffield Lake. Seniors, join us for a series of programs designed specifically for you!  Joseph Motta discusses why most estate plans fail to protect your Read More …

Inheriting a House – Blessing or Curse? Key Areas to Consider and Plan For.

Do You Want to Inherit a House

We usually think that inheriting a home, a lake house, a plot of land or any real estate is a wonderful blessing, and it can be. However, without the proper estate planning, inheriting real estate from your parents also has Read More …

Joseph L. Motta Estate Planning Attorney on Kool Kat Oldies WDLW 1380

Estate Planning Attorney Radio Spot on Kool Kat Oldies in Lorain

Hit play above to hear the new ad for Joseph L Motta Co. on our local Lorain radio station, WDLW 1380AM and 98.9FM, airing during Kool Kat Oldies. Estate Planning Attorney on Kool Kat Oldies of Lorain, OH As an Read More …

Avoid Tax & Medicaid Consequences: 6 Tips to Consider When Gifting to Grandchildren

Big Grandparent Gifts - Avoid Taxes and Medicaid Issues

Grandparents often are particularly generous to grandchildren as they see their family’s legacy continuing on to a new generation. In many cases, grandparents feel they have ample resources and their children or grandchildren may be struggling financially. Assistance with summer Read More …

Bringing Up Estate Planning During Your Holiday Visit

Talking ABout Estate Planning to Parents

Do you worry your parents don’t have their estate planning in order? Are you unsure how to tactfully approach the subject of wills, trusts, beneficiaries, retirement accounts, living wills, power of attorney, medical power of attorney and long term care Read More …

Estate Planning: Considerations When You Have a Stepfamily

Estate Planning Step-families

Ideally, when a second marriage joins two families together, it should be a joyous occasion that creates one bigger blended family unit. Unfortunately, when the estate plan lacks clarity, it too often also creates inheritance fights between stepparents and children. Read More …

Updating Your Beneficiaries. Estate Planning Tips from Joseph Motta.

Changing Beneficiary Designation

Many people periodically update their wills or other estate plans, but don’t update who will receive distributions from their retirement plans (such as IRAs and 401(k)s) upon their deaths. Every year you should review your entire estate plan, and the Read More …

11/7/2019: Lorain County Chamber of Commerce Business Expo, 3-7PM

Lorain County Business Expo

Come meet Joseph L. Motta on Thursday, November 7th, 2019, at the Lorain County Chamber of Commerce Business Expo from 3:00pm-7:00pm. Over 650 attendees are expected to meander through the halls of Tom’s Country Place meeting over 110 exhibitors. The Read More …