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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      • Is Your Estate Plan Outdated?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

Do I Pay Taxes When Someone Leaves Me Money?

February 19, 2014 by Barry Zimmer

Many people who are engaged in the process of estate planning have questions about taxes. Let's look at a few of them here. Do I Report an ... Read More

Filed Under: Estate Planning, Taxes Tagged With: income tax, inheritance tax, transfer taxes

Guardianship: The Good, the Bad, & the Ugly

February 18, 2014 by Barry Zimmer

Things like wills and trusts are naturally going to come to mind when you think about estate planning. Transferring assets is certainly part of the ... Read More

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

What Is Joint Tenancy With Right of Survivorship in Cincinnati?

February 13, 2014 by Barry Zimmer

When it comes to estate planning people often times look for the "easy answers." In the end, unintended consequences can result. There is really no ... Read More

Filed Under: Estate Planning, Joint ownership, Joint tenancy Tagged With: joint ownership, joint tenancy, joint tenancy with right of survivorship in cincinnati

Probate in Cincinnati Ohio: How Long Does It Take?

November 23, 2013 by Barry Zimmer

When you understand some of the details about the probate process you may view estate planning in a different light. People who have not looked into ... Read More

Filed Under: Estate Planning, Probate, Wills & Trusts Tagged With: length of probate, probate alternatives, probate in cincinnati ohio

What Is an Executor of a Will in Cincinnati Ohio?

November 22, 2013 by Barry Zimmer

Estate planning involves the execution of legally binding documents such as a will, trust, or power of attorney. However, there is also a human ... Read More

Filed Under: Estate Administration, Estate Planning Tagged With: estate administration, executor, executor of a will in cincinnati oh

Top 23 Reasons to Make or Update Your Living Trust, Part 2

November 18, 2013 by Barry Zimmer

This blog picks up where our previous post, "Top 23 Reasons to Make or Update Your Living Trust, Part 1" left off. 16. You can reward and encourage ... Read More

Filed Under: General

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Some years ago, Barry Zimmer suggested we do a basic estate plan for our son when he went to college. We had no idea how important it would be! In our son's freshman year, he ended up in the hospital, and we were able to get crucial information about his condition because we had a health care ...

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