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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      • Is Your Estate Plan Outdated?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
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      • Milford
      • Probate Checklist
      • Sharonville
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      • West Chester
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Our Blog

Home Our Blog

Proposed 2015 Budget Would Reduce Estate Tax Exclusion, Raise Rate

August 7, 2014 by Barry Zimmer

There is a very relevant article appearing on the Forbes website that explains some of the details about the 2015 budget proposal that has been ... Read More

Filed Under: Estate Planning, Taxes Tagged With: Estate Tax, wealth preservation

Medicaid Planning in Cincinnati: What Can the Healthy Spouse Keep?

August 5, 2014 by Barry Zimmer

Medicaid planning is important for a high percentage of older Americans. This is because  Medicare will not pay for living assistance. Most seniors ... Read More

Filed Under: Elder Law, Medicaid Tagged With: Medicaid FAQs, Medicaid Planning, medicaid planning in cincinnati

Who Can Create a Power of Attorney in Cincinnati?

July 31, 2014 by Barry Zimmer

It is possible to use a power of attorney to give someone else the power to act on your behalf in a legally binding manner. There are various ... Read More

Filed Under: Estate Planninng, Incapacity Planning Tagged With: durable power of attorney, incapacity planning in cincinnati, power of attorney in cincinnati

Early Dementia Signs and Medicaid Planning in Cincinnati

July 29, 2014 by Barry Zimmer

Dementia is very common among our nation's elders. Though there are other causes of dementia, the leading culprit is Alzheimer's disease. Widespread ... Read More

Filed Under: Elder Law, Medicaid Tagged With: Alzheimer's disease, Medicaid Planning

Should I Create a Joint Tenancy With My Child?

July 24, 2014 by Barry Zimmer

Joint tenancy is a subject that is often discussed when people are asking questions about asset transfers. Joint tenancy is a rather fancy term for ... Read More

Filed Under: Estate Planning, Joint ownership, Joint tenancy Tagged With: estate planning FAQs, joint tenancy

What Is a Qualified Personal Residence Trust?

July 22, 2014 by Barry Zimmer

The federal estate tax looms large if you are a person of significant financial means. At the present time, the amount of the federal estate tax ... Read More

Filed Under: Estate Planning, Wills & Trusts Tagged With: estate tax efficiency

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