Useful Information

This page is one spot to help you navigate to the multiple resources we provide for our clients including guides for estate planning, long-term care planning, special needs trusts and Medicaid planning  as well as informative blog posts, past newsletters and client forms.

Helpful Guides. Click to Download.

Understanding Long-Term Care

Click <here> to open our Understanding Long Term Care Guide

Timing is essential when planning for long-term care. The sooner you begin the planning process, the more you will be able to preserve for your family. Although planning ahead results in the greatest amount of asset protection, knowledgeable legal assistance can even help save a significant amount of assets for someone who has not planned and is in immediate need of long-term care.

Don’t lose your home and hard-earned savings to the costs of long-term care.

Click Here to Read Long-Term Care Guide

Medicaid Guide

Click <here> to open the 2021 Medicaid Guide.

Most people fail to realize that neither their health insurance nor Medicare will cover long- term care. As a result, many middle-class seniors spend their entire life savings on long-term care.  The rules governing Medicaid in Ohio are extremely complex and have undergone substantial changes in the last few years.

Use this guide for an overview of Ohio’s Medicaid program. Call Joseph Motta at 440-930-2826 and schedule a free personal consultation to determine what planning options may be available for you.

Click Here to Read Ohio Medicaid Guide

Estate Planning Guide

Click <here> to open the Ohio Estate Planning Guide.

Estate planning includes more than simply passing along your bank accounts at death.  Comprehensive estate planning involves the establishment of a plan for managing your assets while you’re alive, distributing those assets upon your death with a minimum of cost and delay, and protecting your family even after your death.

Use this guide for an overview of Ohio’s Medicaid program. Call Joseph Motta at 440-930-2826 and schedule a free personal consultation to determine what planning options may be available for you.

Click Here to Read Estate Planning Guide

Special Needs Trust Guide

Click <here> to read our Special Needs Trust Guide.

The goal of a special needs trust is to improve and enhance the disabled person’s quality of life while preserving any government benefits that the individual may be receiving. Use this four page guide for a general understanding of what types of special need trusts there are, disbursements, rules, income types and more.

We strive to use our knowledge and expertise to provide you with the best advice on how to protect the ones you love. Call Joseph Motta at 440-930-2826 and schedule a free personal consultation to determine what planning options may be available for you.

Click Here to Read Special Needs Trust Guide

Client Forms. Click to Download.

Estate Planning for Married Couple

Click <here> to open our Estate Planning for Married Couple client forms.

Use this to get ready for your appointment or as your own personal resource.

Click Here to Download Estate Planning Forms for Married Couple

Estate Planning for Single Person

Click <here> to open our Estate Planning for Single Person client forms.

Use this to get ready for your appointment or as your own personal resource.

Click Here to Download Estate Planning Forms for Single Persons

Long Term Care Client Questionnaire

Click <here> to open our Long Term Care Client Questionnaire client forms.

Use this to get ready for your appointment or as your own personal resource.

Click Here to Download our Long Term Care Client Questionnaire

Probate Worksheet

Click <here> to open our Probate Worksheet client forms.

Use this to get ready for your appointment or as your own personal resource.

Click Here to Download Probate Worksheet

Blog Posts