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The 8 Common Mistakes That Can Interfere with Your Estate Planning

Don’t let unintended errors destroy what you’ve built

Many estate plans fail in some way — not because of poorly done legal documents, but because of 8 common mistakes families never see coming. If there’s an oversight or issue in your estate planning, it could be too late to fix it when it is finally discovered. There are no do-overs after your estate plan goes into action!

Over the last 32 years, we’ve seen a multitude of mistakes clients have made after they have completed their estate plan. We’ve turned those experiences into a webinar so you and your family can avoid repeating these same mistakes.

Join us on Tuesday, August 5th, at 6:30 p.m. to learn how you can keep your estate plan current.

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Presented By

Founding Attorney

BARRY H. ZIMMER

Barry H. Zimmer founded Zimmer Law Firm in June 1993, to practice in the areas of Estate Planning, Estate Administration, and Business Succession Planning. His goal was and continues to be helping clients understand and de-mystify the often confusing world of Estate Planning in an ever-changing society, and to implement effective Estate Planning with minimal effort and time investment. The firm works from the belief that planning should always be driven by purpose. As a result, there are no “canned” or pre-set planning solutions. Instead, Zimmer helps clients identify their goals first and then builds estate and business plans based on that understanding.

Presented By

Associate Attorney

Ellie Curran

Ellie, an accomplished Associate Attorney, joined Zimmer Law Firm in February 2022, marking the beginning of her promising career in Estate Planning. Her academic journey is as impressive as her professional one, beginning with her graduation from McNicholas High School, followed by earning her bachelor’s degree from Indiana University in 2018. Ellie’s pursuit of excellence led her to Ohio Northern University Pettit College of Law, where she obtained her Juris Doctorate in 2021. During her law school tenure, Ellie showcased her leadership skills as Secretary and Social Media Manager of the Student Bar Association and contributed her talents as Social Chair for the Environmental Law Society.

Ellie’s professional focus is deeply rooted in Estate Planning, where she applies her profound knowledge and passion to assist clients in navigating the complexities of estate preparation. As a member of both the Cincinnati Bar Association and the Ohio State Bar Association, Ellie demonstrates her commitment to her profession and her dedication to providing top-notch legal services.