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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
    • Our Client Care Program
  • 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      • Is Your Estate Plan Outdated?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

Seniors, Pets, & Planning

July 1, 2014 by Barry Zimmer

  People go through a lot of changes in their lives as different stages come and go. We all pass away at some point in time.  Many elders lose ... Read More

Filed Under: Estate Planning Tagged With: Estate Planning, Inheritance Planning, Pet Planning

Probate Terminology 101

June 26, 2014 by Barry Zimmer

Understanding Probate Language Often, the most difficult part of understanding probate law is learning the terminology. "Probate" refers to the ... Read More

Filed Under: Estate Planning, Probate Tagged With: avoiding probate, Estate Planning, payable on death, Wills

Hemsley Estate Challenge Is Instructive

June 24, 2014 by Barry Zimmer

What Happens When Mr. Jefferson Dies on the East Side? The actor Sherman Hemsley died last year, and he did in fact leave behind a last will. It left ... Read More

Filed Under: Estate Planning Tagged With: Celebrity Estate Planning, Estate Planning, Inheritance Planning

Trustees Can Seek Help

June 19, 2014 by Barry Zimmer

Trustees have what looks on the surface to be a simple job. However, it actually turns out to be quite difficult when you begin to understand the ... Read More

Filed Under: Wills & Trusts Tagged With: trust administration, trustee, trustes

How Large of an Estate Can Pass Federal Estate Tax Free in Ohio?

June 17, 2014 by Barry Zimmer

People who are in possession of significant wealth need to be concerned about the federal estate tax. You may think that your family will be set ... Read More

Filed Under: Estate Planning, Taxes

Should I Use My Unified Exclusion While I’m Living?

June 12, 2014 by Barry Zimmer

There is a unified exclusion or credit that separates the people who are exposed to federal transfer taxes from those who are not. For the rest of ... Read More

Filed Under: Estate Planning Tagged With: unified transfer tax exclusion, wealth preservation

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