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  • Our Firm
    • About Our Firm
    • Attorney and Staff Profiles
    • Communities We Serve
      • Butler County
        • Fairfield
        • Hamilton
        • West Chester
      • Clermont County
        • Milford
      • Hamilton County
        • Blue Ash
        • Cincinnati
        • Loveland
        • Montgomery
        • Sharonville
      • Warren County
        • Mason
  • Services
    • Estate Planning
    • Incapacity Planning
    • IRA Inheritance Planning
    • Legacy Wealth Planning
    • LGBTQ Estate Planning
    • Medicaid Planning and Elder Law
    • SECURE Act Impacts
    • Special Needs Planning
    • Trust Administration & Probate
    • Young Adult Legal Protection Plan
  • Live Events
  • Webinars
    • Wills, Trusts, & Nursing Care
    • 8 Common Mistakes
  • Resources
    • Blog
    • Newsletter
    • DocuBank
    • Ohio Elder Law Resources
      • Blue Ash
      • Cincinnati
      • Elder Law & Medicaid Definitions
      • Fairfield
      • Hamilton
      • Loveland
      • Montgomery
      • Sharonville
      • West Chester
    • Estate Planning Resources
      • Estate & Gift Tax Figures
      • Cincinnati Estate Planning Checkup
      • Estate Planning Definitions
      • Free Estate Planning Checklist
      • Incapacity Planning Definitions
      • Is Your Estate Plan Outdated?
      • Top 10 Estate Planning Techniques
    • FAQs
    • Pre Consultation Form
    • Probate Resources
      • Blue Ash
      • Cincinnati
      • Hamilton
      • Loveland
      • Mason
      • Milford
      • Probate Checklist
      • Sharonville
      • Trust Administration & Probate Definitions
      • West Chester
    • Presentations
  • Reviews
  • Contact

Our Blog

Home Our Blog

Use Caution with Your IRA Beneficiaries

June 23, 2015 by Barry Zimmer

Anytime the Supreme Court of the United States hands down a ruling, it’s immediately dissected, reframed, rephrased, analyzed, argued and rarely ... Read More

Filed Under: General

Decanting a Trust

June 18, 2015 by Barry Zimmer

Ohio’s statute for decanting a trust includes a metaphor in its definition. It reads, in part: Decanting is pouring wine (or another liquid) from ... Read More

Filed Under: Wills & Trusts

Importance of Family in Elder Care

June 16, 2015 by Barry Zimmer

One of the more difficult transitions we make in life is when the roles reverse between parents and their adult children. It goes from them guiding us ... Read More

Filed Under: Elderly parents

Understanding Probate

June 11, 2015 by Barry Zimmer

Probate is a typical estate planning subject. It’s also often misunderstood. Sure, many know that avoiding probate is ideal; it helps ensure privacy ... Read More

Filed Under: General

Funeral Celebrants: When Faith is Stronger than Religion

June 9, 2015 by Barry Zimmer

Between 2007 and 2014, the number of Americans who are unaffiliated to any religion or faith grew by 6.7 percent; the biggest jump of all religions. ... Read More

Filed Under: Burial planning

I Need Social Security Benefits Now

June 4, 2015 by Barry Zimmer

We’ve all heard how we should wait as long as we can before taking any Social Security benefits. The longer we wait, the more we receive in monthly ... Read More

Filed Under: General, Social Security

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