
At Joseph L. Motta Co. our motto is “Leave a Legacy, Not a Predicament,” because we genuinely want to help people have all their affairs in order so that their family is not burdened with a mess upon death. Losing Read More …
At Joseph L. Motta Co. our motto is “Leave a Legacy, Not a Predicament,” because we genuinely want to help people have all their affairs in order so that their family is not burdened with a mess upon death. Losing Read More …
A power of attorney (POA) is a legal agreement that gives a person (agent) the ability to act on behalf of another person (principal). A common question asked about POAs is under what circumstances a person can override them. POAs can Read More …
It is hard to know what documents to trash and when. Before you know it, your spare room, office, basement, or garage is overflowing with boxes of papers that all seem important. Trying to weed through the mess and figure Read More …
When an individual passes away without a funeral plan, responsibility for arranging the funeral often falls on the deceased’s close family members, such as surviving spouses and children. Planning your own funeral arrangements can assist your loved ones in an Read More …
Being the executor of an estate can be a time-consuming job, depending on the size and complexity of the estate. While a simple estate can take a few months and not require a huge time commitment, if there are problems, Read More …
A Roth IRA does not have to be used as just a retirement plan; it can also be a way to transfer assets tax-free to the next generation. Unlike a traditional IRA, contributions to a Roth IRA are taxed, which Read More …
A new survey has found that motivated in part by the coronavirus pandemic, younger adults are now more likely to have a will than middle-aged adults. Nevertheless, the overall percentage of Americans with a will has dropped over the past Read More …
Don’t assume your estate will automatically go to your spouse or that your spouse is automatically protected when you die. Consulting with a good estate planning attorney will make sure you have all the estate planning documents you need. If Read More …
Whether you have a dog, cat, pig, bird or reptile, pets are members of the family, so it is important to consider how to provide for them in your estate plan just as you would the human family members. While Read More …
There are many unknowns when planning an estate, but you can’t let the uncertainties get in the way of creating any kind of plan. Having an imperfect plan is usually better than having no plan at all. When many of Read More …
Making sure your end-of-life wishes are followed no matter where you are is important. When you move to a different state, work in a different state for long periods of time, vacation in a different state for months at a Read More …
Creating and executing estate planning documents is just the first step. Once you have completed the documents, you need to know what to do with them. All estate plans should include, at minimum, two important planning instruments: a durable power Read More …