by Barry Zimmer
The local news from time to time reports cases of elderly people who have been the victims of financial abuse and lost their life savings. The signs of abuse are often there but no one is looking or … [Read more...] about Financial Predators – Protecting an Elderly Parent From Gold Diggers
by Barry Zimmer
Part One explained some “landmines” in estate planning for “stuff” – the personal effects, household furnishings, jewelry, family photos, music, collectibles, etc., that can often have more value to … [Read more...] about The Minefield of Planning for “Stuff” — Part Two
by Barry Zimmer
Living wills and health care powers of attorney (also known as physician directives) are widely available as fill-in-the blank forms. But do-it-yourself medical-legal forms may not be worth the paper … [Read more...] about Are Your Living Will and Health Care Power of Attorney Worth the Paper They’re Written On?
by Barry Zimmer
If you have elderly parents, have you talked with them about the challenge of handling the “stuff” they will leave behind one day? In more than 33 years of working with families after death of a … [Read more...] about The Minefield of Planning for “Stuff” – Part One
by Barry Zimmer
In this third and final segment, I will offer tips on how to actually dispose of the “stuff” that parents and loved ones may leave behind. It can be surprising and even shocking when children … [Read more...] about The Minefield of Planning for “Stuff ” — Part Three
by Barry Zimmer
Reason 1: You have young children Ask any parent of young children what is most important to them and you will hear the same answer -- my children. Yet many parents unintentionally put their … [Read more...] about Why Young Couples Need An Estate Plan
by Barry Zimmer
The founders of Regiftable.com have declared the third Thursday in December to be National Regifting Day. This year, it falls on December 15th. You might well ask, “Why did they choose the third … [Read more...] about National Regifting Day and Your Estate Planning
by Barry Zimmer
Proper estate planning includes reviewing and updating your will periodically. You should revisit and update your will if you experience any life-changing events. This includes getting married, having … [Read more...] about Ways to Change Your Will in Ohio
by Barry Zimmer
Jack, Bill, and Russ dreamed of creating a restaurant chain in their hometown. Through hard work they built a thriving business. But their dream will become a nightmare if they don't plan for what … [Read more...] about Small Business Succession Planning
by Barry Zimmer
On a recent visit with my younger brother, we were on the receiving end of a random act of kindness from a stranger that touched my heart. Bruce is about 9 years younger than me, and was born … [Read more...] about Random Acts of Kindness
