Elder Law and Estate Planning Attorney
The Centers for Medicare & Medicaid Services (CMS) released the 2020 federal guidelines for how much money the spouses of institutionalized Medicaid recipients may keep, as well as related Medicaid figures. How Much Can the Spouse Keep Without Jeopardizing Medicaid Read More …
Those of you familiar with Joseph L. Motta, LPA know that we typically focus our blogs, posts and updates on estate planning, long term care planning and special needs planning. However, we will be expanding our topics to provide expertise Read More …
At the office of Joseph L. Motta, LPA in Avon Lake, we specialize in offering our expertise in long term care planning and estate planning so we know that as the coronavirus spreads across our country, long term care residents Read More …
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 …
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 …
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 …
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 …
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 …
A growing number of people are entering into caregiver contracts with their family members. These contracts, also called personal service or personal care agreements, have many benefits, including rewarding the family member for indispensable help. Unfortunately when family caregivers keep Read More …
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 …
