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Zimmer Law Firm

Estate Planning & Elder Law Attorneys

513.721.1513
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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      • Is Your Estate Plan Outdated?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

Put Living Assistance In Perspective

February 10, 2022 by Barry Zimmer

Aging is inherently challenging because you cannot fully understand the way that you will think and feel when you are older. This applies to every ... Read More

Filed Under: Estate Planning Tagged With: advance directives for health care, Incapacity Planning, nursing home asset protection

Limit the Likelihood of a Will Contest

February 8, 2022 by Barry Zimmer

Estate planning is often looked upon as the act of expressing the way you want your assets to be distributed in writing in a legally binding manner. ... Read More

Filed Under: Estate Planning, Wills & Trusts Tagged With: no contest clauses, Probate, will contests

2022 IRA RMDs Have Beed Reduced

February 3, 2022 by Barry Zimmer

We often get questions from clients about the way that an individual retirement account can fit into your estate plan. In this post, we will share ... Read More

Filed Under: Estate Planning, Retirement Planning, Taxes Tagged With: IRA RMDs, SECURE act, SECURE Act 2.0

When an Inheritance Can Cause a Problem

February 1, 2022 by Barry Zimmer

It is difficult to lose a loved one, even if they have lived a long and full life. An inheritance is not going to ease the emotional pain, but the ... Read More

Filed Under: Special Needs Planning Tagged With: Medicaid estate recovery, special needs estate planning, supplemental needs trust

You Need a Living Trust If You Own Property Out of State

January 26, 2022 by Barry Zimmer

A lot of people think that estate planning is nothing more or less than the creation of a will. You can certainly use a simple will to state your ... Read More

Filed Under: Estate Planning Tagged With: ancillary probate, estate administration, living trust

Cover All Bases When You Plan Your Estate

January 25, 2022 by Barry Zimmer

Some people adopt a very simplistic perspective when it comes to estate planning. They think that you create a will at some point when you are old and ... Read More

Filed Under: Estate Planning Tagged With: advance directives for health care, beneficiary designations, letter of last instruction

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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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