Elder Law and Estate Planning Attorney
A New Jersey man has been charged with stealing $330,000 from the special needs trust (SNT) of a man living in a long-term care facility. The case highlights the importance of having a professional trustee manage a special needs trust. 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 …
If you’re planning to move to another state, tell your estate planning attorney. There are a number of components making up your estate planning and long-term care planning that could be effected. Previous posts: Does My Living Will, or Advance 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 …
Unless you’re certain your parents have an up-to-date will, as well as a big-picture plan for what should happen in the event of their passing, you shouldn’t assume everything will be taken care of. During this season of upcoming holidays, 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 …
If your parents are getting on in years, you may be helping them with their finances and other matters, such as medical visits and shopping. You may live close by and be able to visit weekly or more often. Or Read More …
The coronavirus pandemic is another reminder that life is unpredictable, and it makes sense to be prepared. It may sound self-serving, but the threats to life and finances posed by the pandemic offer ample reason to reevaluate your estate plan Read More …
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 …
We’re all fairly familiar with the acronym CPR, for Cardiopulmonary Resuscitation – a process that uses mouth-to-mouth or machine breathing and chest compressions to restore activity in the heart and lungs when someone’s heart has stopped or they are no Read More …
At Joseph L. Motta Co. our tagline is “Leave a Legacy, Not a Predicament,” because we truly want to help people to avoid leaving their family a mess to unravel upon death. The passing of a loved one is already 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 …
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 …
A power of attorney is a very important estate planning tool. Power of attorney (POA) is a legal document in which you give someone else the authority to act on your behalf and most states will accept powers of attorney 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 …
Happy milestone birthday, Baby! 2016 is the year the first baby boomers will reach age 70. It is also the year for some critical decisions that will affect your retirement years. Here are some deadlines you won’t want to miss. Read More …
