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  • Postal address32730 Walker Road, Ste J-1, Avon Lake, Ohio 44012
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Estate Planning Attorney Avon Lake Ohio Elder Law Joseph Motta Attorney

Joseph L. Motta Co.

Elder Law and Estate Planning Attorney

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Tag: retirement account beneficiary

Do Your Beneficiary Designations Match Your Estate Plan?

July 20, 2020July 20, 2020
Estate Planning Attorney Cleveland

Many types of property and investments pass outside of probate and allow you to designate who will receive them after your death. It is important that these designations are kept up to date and are consistent with the rest of Read More …

Beneficiary, Elder Law, Estate Planning, Retirement Accounts, Wills & Trustselder law attorney, estate planning attorney, estate planning mistakes, investment account beneficiary, life insurance beneficiaries, retirement account beneficiary, revocable trust, update beneficiary

SECURE Act Increases Tax Implications for Inherited IRAs and Retirement Accounts

May 15, 2020May 27, 2020
SECURE Act Changes

In previous posts, “Important Change Affects Special Needs Planning: Stretch IRAs Eliminated.” and “Time to Check-Up on your Estate Plan if it Includes IRAs” we have covered certain implications of the recent SECURE Act. In this post we cover the Read More …

Beneficiary, Elder Law, Estate Planning, Retirement AccountsIRA, minimum distribution, retirement account beneficiary, retirement accounts, Roth IRA, SECURE Act, taxes

The Coronavirus Pandemic Presents Ample Reasons to Reevaluate Your Estate Plan

May 10, 2020May 27, 2020
Change Estate Planning Documents to Update for Coronavirus

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 …

Beneficiary, Estate Planning, Wills & Trustscoronavirus, elder law attorney, estate planning attorney, health care poa, POA forms, powers of attorney, retirement account beneficiary, update beneficiary, wills and trusts

Rules for Minimum Distribution of Inherited IRAs & Retirement Accounts

December 5, 2019December 12, 2019
Avoid Tax Penalties from Inherited IRA

Congress created the rules governing the minimum distribution of retirement plan funds to encourage saving for retirement and to allow retirement assets to build up tax-free during the plan owner’s working years. But lawmakers built in provisions so the money Read More …

Estate Planning, Wills & Trustsbaby boomers, estate plan, estate planning attorney, retirement account beneficiary, retirement benefits beneficiary, RMD, taxes

Joseph L. Motta Co.

Estate Planning Attorney Avon Lake Ohio Elder Law Joseph Motta Attorney

Joseph L. Motta Co., LPA is your local estate planning attorney’s office. We are devoted to provide you with the peace of mind from knowing your affairs have been planned to avoid the disruptions that can accompany death or incapacity. From wills, trusts & power of attorney documents to long term planning and special needs planning, we use our expertise to provide you with the best advice on how to protect the ones you love.

Office in Avon Lake

(440) 930-2826
32730 Walker Rd. Suite J-1
Avon Lake, OH 44012
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  • 2020 Estate Planning Guide
  • 2020 Ohio Medicaid Guide
  • Special Needs Trust Guide from Your Special Needs Planning Attorney
  • Understanding Probate
  • Benefits of a Living Trust
  • Guides: Long-Term Care, Medicaid, Special Needs Planning
Copyright © 2023 Joseph L. Motta Co.. All rights reserved.

Joseph L. Motta Co.

  • Home
  • About
    • Avon Lake Spotlight Video
    • Back
  • Events
  • Our Practice Areas
    • Estate Planning Attorney
    • Long Term Care Planning
    • Special Needs Planning Attorney
    • Medicaid Planning
      • Medicaid Eligibility: Spouse’s Income and Benefits
      • Medicaid: Community Spouse Resource Allowance (CSRA)
      • Back
    • Back
  • Resources
    • Blog Posts
    • Senior Scam Info
    • Client Forms
      • Estate Planning for Married Couple
      • Estate Planning for Single Person
      • Long-Term Care Client Questionnaire
      • Probate Worksheet
      • Back
    • Helpful Guides
      • Estate Planning Guide
        • Understanding Probate
        • Preparing a Will
        • Benefits of a Living Trust
        • Back
      • 2022 Ohio Medicaid Guide
      • Special Needs Trust Guide
      • Revocable Living Trust
      • Back
    • Back
  • Reviews
  • Contact

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