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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      • Is Your Estate Plan Outdated?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

Planning for Retirement Assets Can Be More Complicated Than You May Think

August 9, 2013 by Barry Zimmer

Without the right preparation, planning for retirement assets can become much more complicated than you may imagine. Perhaps you see retirement as the ... Read More

Filed Under: Estate Planning, Retirement Planning, Special Needs Planning, Taxes

Two Celebrity Estate Planning Fiascoes

August 7, 2013 by Barry Zimmer

Sometimes unintended consequences result when you fail to plan your estate effectively. This is why it is important to retain the services of a ... Read More

Filed Under: Estate Planning Tagged With: Estate Planning Failures, Estate Planning Fiasco, Estate Planning Mistakes, Jim Morrison Estate, Marilyn Monroe Estate

Estate Planning Lessons Learned From Steve McNair Estate

August 5, 2013 by Barry Zimmer

Estate planning is important for all self-supporting adults, even those who are still in their 20s and 30s.  This may seem like an early age to begin ... Read More

Filed Under: Estate Planning, Estate Planning for Young Children Tagged With: estate planning, Estate Planning Lessons, Steve McNair Estate

Revocable Living Trusts in Ohio – Non-Tax Benefits

August 3, 2013 by Barry Zimmer

Revocable Living Trusts in Ohio are often misunderstood by those who have not talked with an estate planning attorney. In this post we would like to ... Read More

Filed Under: Estate Planning, Probate, Wills & Trusts Tagged With: Living Trust Ohio, Living Trusts, Probate Avoidance, Revocable Living Trusts

Charitable Giving: How Should You Go About It?

August 1, 2013 by Barry Zimmer

If you're planning your estate and you have philanthropic aims, it's wise to be informed about the different vehicles available for charitable ... Read More

Filed Under: Estate Planning, Taxes, Wills & Trusts Tagged With: Charitable Trusts, donor advised funds, Private Foundations

Does Your Estate Planning Protect the Interests of Your Children?

July 26, 2013 by Barry Zimmer

For those who have children, remarriage is often a very sensitive issue.  The love you have for your spouse-to-be and the love you have for your own ... Read More

Filed Under: Estate Planning, Pre-Nuptial Agreements, Wills & Trusts Tagged With: Estate Planning, Inheritance Planning, Prenuptial Agreements, Trusts

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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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