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Zimmer Law Firm

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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      • Is Your Estate Plan Outdated?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

What Are the Disadvantages of a Medicaid Trust in Cincinnati?

December 4, 2014 by Barry Zimmer

The Medicaid program is relevant to working people who are planning ahead for the future because Medicare will not pay for long-term ... Read More

Filed Under: Elder Law, Medicaid Tagged With: Medicaid Planning, medicaid trust in cincinnati, Trusts

What Is Joint Tenancy With Right of Survivorship?

December 2, 2014 by Barry Zimmer

People often look for so-called "simple solutions." This extends to the realm of estate planning. When you hear about some of the pitfalls that go ... Read More

Filed Under: Joint ownership, Joint tenancy, Probate Tagged With: joint tenancy, Probate Avoidance

A Life Insurance Policy is Not a Will

November 27, 2014 by Barry Zimmer

A life insurance policy is not an adequate substitution for a Will. Your insurance policy only determines what happens to the payout of the policy ... Read More

Filed Under: Financial Planning, Wills & Trusts Tagged With: Estate Planning

What Is the Unlimited Marital Estate Tax Deduction?

November 25, 2014 by Barry Zimmer

When you are engaged in the process of estate planning you should inventory your assets for a number of different reasons. One of these would be to ... Read More

Filed Under: Estate Planninng, Taxes Tagged With: tax efficiency strategies, unlimited marital estate tax deduction, wealth preservation

Ohio Special Needs Trust: An Explanation

November 20, 2014 by Barry Zimmer

There are numerous different legal devices that are used in the field of estate planning, and today we would like to look at the vehicle called a ... Read More

Filed Under: Estate Planning, Special Needs Planning Tagged With: Special Needs Planning, Supplemental Trusts

Family Limited Partnership: Asset Protection, Tax Savings

November 18, 2014 by Barry Zimmer

As a person with significant financial resources, you need to consider estate tax efficiency and asset protection when you're planning your estate. If ... Read More

Filed Under: Asset Protection, Estate Planning, Taxes Tagged With: asset protection, estate tax efficiency

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