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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      • Is Your Estate Plan Outdated?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

3 Estate Planning Tips For the Divorcing Couple

November 13, 2014 by Barry Zimmer

With all the emotions and stress that accompanies a divorce, many couples often ignore the estate planning consequences that come with ending a ... Read More

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

Cincinnati Guardianship and Conservatorship

November 4, 2014 by Barry Zimmer

There are various different things to consider when you are planning your estate. It is not strictly about arranging for the transfer of your ... Read More

Filed Under: Estate Planning, Incapacity Planning Tagged With: cincinnati guardianship, durable Powers of attorney, guardianship, Incapacity Planning

Three Advantages of Donor Advised Funds

October 30, 2014 by Barry Zimmer

There are a handful of different ways that estate planning attorneys assist clients who would like to donate resources to charitable causes. One ... Read More

Filed Under: Estate Planning Tagged With: Charitable Giving, donor advised funds, Estate Planning

Why Would Someone Need a Qualified Domestic Trust?

October 28, 2014 by Barry Zimmer

There are numerous different Trusts that are used in the field of estate planning, and in this post we would like to look at Qualified Domestic ... Read More

Filed Under: Estate Planning, Taxes, Wills & Trusts Tagged With: Estate Planning, Estate Tax, Qualify Domestic Trusts

What Is a TOD or POD Account in Cincinnati?

October 23, 2014 by Barry Zimmer

in Cincinnati, Ohio involves arranging for assets that you own now to be transferred to others after you die. There are many different ways to make ... Read More

Filed Under: Estate Planninng, Probate Tagged With: payable on death account, POD account in cincinnati ohio, transfer on death account

How Can I Leave My Estate to My Spouse Tax Free?

October 21, 2014 by Barry Zimmer

If you are a high net worth individual you must be aware of the federal estate tax and the impact that it can have on your financial legacy. Those who ... Read More

Filed Under: Estate Planning, Taxes Tagged With: estate tax efficiency, wealth preservation

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