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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      • Is Your Estate Plan Outdated?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

Pending Legislation Would Expand Estate Tax

September 30, 2021 by Barry Zimmer

Estate planning attorneys emphasize the fact that estate plan revisions are probably going to be necessary over the years. Evolving circumstances in ... Read More

Filed Under: Estate Planning, Taxes Tagged With: Estate Tax, For the 99.5 Percent Act, Sensible Taxation and Equity Promotion (STEP) Act

Will a Transfer on Death Account Avoid Probate?

September 28, 2021 by Barry Zimmer

Probate is a process that you should learn about when you are planning your estate. If you utilize a simple will to arrange postmortem asset ... Read More

Filed Under: Estate Planning Tagged With: living trust, Probate Avoidance, transfer on death accounts

Estate Plan Revisions Will Probably Be Necessary

September 21, 2021 by Barry Zimmer

When you put your estate plan in place, you may breathe a sigh of relief with the understanding that you have finally put the responsibility behind ... Read More

Filed Under: Estate Planning, General, Wills & Trusts Tagged With: estate plan revisions, Estate Tax, QTIP trust

How Do You Leave a Bequest to a Medicaid Beneficiary With a Disability?

September 16, 2021 by Barry Zimmer

People with disabilities obviously need health insurance, and many of these folks cannot work, so they cannot get coverage through their employers. ... Read More

Filed Under: Asset Protection, Estate Planning, Special Needs, Special Needs Planning Tagged With: Medicaid estate recovery, Special Needs Planning, supplemental needs trusts

These Estate Planning Myths Can Lead You Astray

September 14, 2021 by Barry Zimmer

There are some myths that circulate about the estate planning process, and if you buy into them, you can make errors because you have incomplete ... Read More

Filed Under: Estate Planning, General, Wills & Trusts Tagged With: DIY Estate Planning, Estate Tax, intestacy

Own a Vacation Home? You Need a Living Trust

September 7, 2021 by Barry Zimmer

An investment in a vacation home can be money well spent. You have the opportunity to get away with your family members and friends when you have the ... Read More

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

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