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  • Postal address32730 Walker Road, Ste J-1, Avon Lake, Ohio 44012
  • Phone Numbertel:1-440-930-2826
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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: taxes

Stretch the Gift Tax Limit by Paying for Education or Health Care

April 17, 2021April 17, 2021
Gifting Limit: Gift Tuition and Healthcare

If you want to make a gift to family members but have exceeded the annual gifting limit, there is another way. Payments for a family member’s education or health care expenses are exempt from the gift tax. The annual gift Read More …

Estate Planning, Medicaid Planning, Medicaid QualificationAnnual gift tax, estate planning attorney, long term care planning, medicaid planning attorney, taxes

How Do I Fix a Mistake with My Required Minimum Distribution?

November 15, 2020November 17, 2020
Fix RMD Mistake

The rules around required minimum distributions from retirement accounts are confusing, and it’s easy to slip up. Fortunately, if you do make a mistake, there are steps you can take to fix the error and possibly avoid a stiff penalty. Read More …

Beneficiary, Estate Planning, Long Term Care Planning, Retirement Accountsirs form 5329, required minimum distribution, RMD, RMD mistake, taxes

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

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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