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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      • Is Your Estate Plan Outdated?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

Can You Use Lifetime Gift Giving to Avoid Estate Taxes

October 21, 2021 by Barry Zimmer

The federal estate tax can have a significant impact on your legacy if it will be levied on your estate, because it carries a 40 percent top rate. ... Read More

Filed Under: Annual Gift Tax Exclusion, Estate Planning, Estate Taxes Tagged With: annual gift tax exclusion, Estate Tax, gift tax

Can You Dissolve a Trust?

October 19, 2021 by Barry Zimmer

Some people do not consider the possibility of using a trust as an estate planning tool because they harbor misconceptions. There are those that think ... Read More

Filed Under: Asset Protection, Estate Planning, Wills & Trusts Tagged With: Estate Tax, irrevocable trusts, Medicaid Planning, revocable living trust

Aging in Place With Medicaid Waiver Can Facilitate In-Home Care

October 14, 2021 by Barry Zimmer

You should prepare for each stage of life when you are looking ahead toward the future. The active retirement years will be the first step, and people ... Read More

Filed Under: Elder Law, Estate Planning Tagged With: aging in place, in-home care for seniors, Medicaid waiver

How Can You Include a Dog in Your Estate Plan?

October 12, 2021 by Barry Zimmer

There are some interesting stories about famous and not-so-famous wealthy people leaving millions of dollars to their pets. Oprah Winfrey’s estate ... Read More

Filed Under: Estate Planning, Pet Planning Tagged With: Pet Planning, pet trust

Asset Protection and Succession Planning for Small Businesses

October 7, 2021 by Barry Zimmer

Estate planning involves the facilitation of postmortem asset transfers, but this is not the only consideration. You also have to preserve your wealth ... Read More

Filed Under: Asset Protection, asset protection for businesses, Estate Planning Tagged With: asset protection, FLP, LLC

Don’t Overlook These Important Estate Planning Documents

October 5, 2021 by Barry Zimmer

Most people think about estate planning and they immediately equate it to the creation of a will. This is an estate planning document that you can ... Read More

Filed Under: Advance Directives, Estate Planning, Wills & Trusts Tagged With: advance directives for health care, living trust, pour-over will

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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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