Keeping Your Emergency Contacts and Medical Information Accessible

estate planning attorney in Cleveland

If medical personnel are able to access your medical history during an emergency, it could mean the difference between life and death. But if, for example, you are injured, in shock, suffering from dementia, or are otherwise incapacitated, you may Read More …

Tues., Nov.1st, 10-2, Aging Well Senior Expo at Lorain County Community College

Aging Well Senior Expo Lorain

Come meet Joseph L. Motta on Tuesday, November 1st, 2022, at the Lorain County Community College Spitzer Conference Center  from 10:00am-2:00pm. Learn about valuable community services that specifically benefit seniors. The Aging Well Senior Expo is a great place to Read More …

“Supportive Housing” For Adult Children With Special Needs

Affordable, safe housing is one of the most crucial aspects of a person’s life, especially if that person has a disability. Parents and guardians must plan for this as early as possible to make sure their loved one has a Read More …

Estate Planning: Considerations When You Have a Stepfamily

Step family Estate Planning

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 …

Why Everyone Over 60 Should Update Their Estate Plan

when to review estate plan

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 …

Home Health Aide Costs See the Sharpest Increase in Annual Long-Term Care Survey

Long-Term Care Planning Avon

Long-term care costs climbed again in 2021, with rates for home health aides and homemakers seeing the sharpest rises, according to Genworth’s annual Cost of Care Survey. The coronavirus pandemic continues to contribute to cost increases. In the past year, Read More …

Declining to Act as an Agent Under a Power of Attorney

How to Decline Power of Attorney

Acting as an agent under a power of attorney is a big responsibility and it isn’t something everyone can take on. It is possible to resign or refuse the position. There are two main types of powers of attorney – Read More …

What Happens When Gift and Estate Tax Exemption is Cut in Half?

Gift Tax Exemption in Ohio

Although the vast majority of Americans have estates that fall under the estate and gift tax exemption, the exemption is set to be cut in half in 2026. Proper planning may be necessary to make sure you are taking full Read More …

Don’t Want an IRA Distribution? Donate It to Charity.

donate IRA distribution

Not everyone wants to take the required minimum distributions from their retirement accounts right away. If you don’t want your distribution, one option is to donate it to charity and get a tax deduction. You are required to begin taking Read More …

What Documents Are Required for a Medicaid Application?

Medicaid Paperwork in Ohio

Medicaid applicants must prove that they have limited income and assets in order to be eligible for long-term care services. Before beginning the application process, it is helpful to understand what information you will be required to provide to prove Read More …

Using Estate Planning to Prepare for Medicaid

Medicaid Strategies

Long-term care involves not only a loss of personal autonomy; it also comes at a tremendous financial price. Proper planning can help your family prepare for the financial toll and protect assets for future generations. Long-term care can be very Read More …