News & Blog Posts

Bringing Up Estate Planning During Your Holiday Visit

Talking ABout Estate Planning to Parents

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 …

Estate Planning: Considerations When You Have a Stepfamily

Estate Planning Step-families

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 …

Updating Your Beneficiaries. Estate Planning Tips from Joseph Motta.

Changing Beneficiary Designation

Many people periodically update their wills or other estate plans, but don’t update who will receive distributions from their retirement plans (such as IRAs and 401(k)s) upon their deaths. Every year you should review your entire estate plan, and the Read More …

11/7/2019: Lorain County Chamber of Commerce Business Expo, 3-7PM

Lorain County Business Expo

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 …

Without an Estate Plan or Will, Aretha Franklin’s Estate Held Up in Probate Court

Leave a Legacy Not a Predicament

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 …

Tips for Passing Retirement Benefits to a Child with Special Needs

Estate Planning

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 …

Understanding the Different Types of Power of Attorney in Ohio: 4 Main Types of POA

Power of Attorney Document

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 …