Elder Law and Estate Planning Attorney
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 …
For many retired seniors their social security income is the main source of how bills, medical and and housing expenses are paid so we understand that every little bit counts. The cost of living adjustment announced by the Social Security Read More …
Joseph Motta will be set up with a display table this Friday, November 1st, at the Taft Lounge inside Wesleyan Village. This event is open to all – especially residents, staff and families. Estate Planning & Elder Law Questions Bring Read More …
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 …
Sunday, October 20th, 2019, join Joseph L. Motta Co., LPA and over twenty other participants at the Ridgefield Health & Wellness Fair at the Rec Center at 8700 Gatewood Drive, in North Ridgeville, Ohio. Fair opens at 2:00PM and closes 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 …
Many parents have their retirement savings socked away in 401(k)s and IRAs. So that your beneficiaries do not have to pay taxes on the funds prematurely, it’s important to properly structure the beneficiary designations for these accounts. Unfortunately when a Read More …
Just bringing up the possibility of someone in your family becoming mentally or physically incapacitated is often difficult. We tend to think of only the very elderly needing long-term, hands-on care, but a recent report by the Alzheimer’s Association found Read More …
Download a copy of :The Legacy Advisor Spring 2018 IRAs and other tax-deferred retirement accounts allow your savings to grow tax free until you start withdrawing funds. Any distributions you take from a retirement account (with the exception of Roth Read More …
Download a copy of The Legacy Advisor Summer 2017 Planning Ahead, Featured Guest Article by Julie Graf Skinner – Funeral Planning Specialist, Funeral Director, Busch Funeral and Crematory Services We exert a great deal of energy in effort to protect our loved Read More …
The recent budget deal reached by Congress and President Obama will eliminate two popular strategies used by married couples to maximize Social Security benefits. Maximize Retirement Benefit While Still Collecting Spousal Benefits Currently a spouse who has reached full retirement Read More …
