Elder Law and Estate Planning Attorney
A recent article “Survey: Almost half of Ohio pet owners spend more on pets than partners for Christmas,” got us thinking about pet trusts. It’s a topic we haven’t posted about yet and at Joseph L. Motta Co., we have Read More …
You know the importance of estate planning and have taken careful consideration to have your “ducks in a row.” You drew up a will and trust with your spouse, purchased the right amount of life insurance for your family, designated Read More …
We know some myths can be fun – think; unicorns, Pegasus, fairies and mermaids. But some myths are scary AND costly. There are many myths about estate planning, and at Joseph L. Motta Co. we hear them all. We understand Read More …
Ideally, when a second marriage joins two families together, it should be a joyous occasion that creates one bigger blended family unit. Unfortunately, when the estate plan lacks clarity, it too often also creates inheritance fights between stepparents and children. 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 …
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 …
You’ve surely seen a dramatic presentation of a will in either a movie, television show, or in a book. From handwritten notes and scribbled on a napkin to a self-made video or last utterances to a companion in the last Read More …
According to court documents, legendary singer Aretha Franklin did not have a will when she died, opening up her estate to public scrutiny and potential problems. Failing to create an estate plan can cause lots of headaches for heirs, in 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 …
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 …
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 …
