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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      • Is Your Estate Plan Outdated?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
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      • West Chester
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Our Blog

Home Our Blog

Does Medicaid Estate Recovery Apply to a Special Needs Trust?

July 22, 2021 by Barry Zimmer

Medicaid is required to seek reimbursement from the estates of people that were enrolled in the program while they were living. Since it is a ... Read More

Filed Under: Asset Protection, Estate Planning, Estate Planning, Estate Planninng, Medicaid, Medicare Recipients, Special Needs, Special Needs Planning Tagged With: Special Needs Planning, supplemental needs trust

How Does an Executor Settle an Estate?

July 20, 2021 by Barry Zimmer

If someone asks you to be the executor of their estate, you may understand what you have to do in a general sense, but the specifics are another ... Read More

Filed Under: Estate Administration, Estate Planning, Estate Planning, Estate Planninng, General, Wills & Trusts Tagged With: estate administration, executor, Probate

Expansion of Medicaid Waiver Has Been Proposed

July 15, 2021 by Barry Zimmer

As elder law attorneys, we pay close attention to potential legislative changes that can impact government programs for seniors. There is a key ... Read More

Filed Under: Elder Law, Estate Planning, Estate Planning, Estate Planninng, Medicaid Tagged With: Medicaid Planning, Medicaid waiver, nursing home asset protection

Is Your Estate Plan Complete?

July 13, 2021 by Barry Zimmer

Caring.com has been conducting research on an ongoing basis to measure the estate planning preparedness of American adults. Their numbers for 2021 ... Read More

Filed Under: Estate Planning, Estate Planning, Estate Planninng, General, Incapacity Planning Tagged With: Incapacity Planning, letter of final instructions, successor beneficiary designations

Medicaid Planning: Can a Healthy Spouse Keep Their Spouse’s Income?

July 8, 2021 by Barry Zimmer

Some people are unpleasantly surprised when they find out that Medicare will not cover nursing home care. If you are not too concerned because you ... Read More

Filed Under: Asset Protection, Elder Law, Estate Planning, Estate Planning, Estate Planninng, Medicaid, Medicare Recipients Tagged With: Medicaid Planning, Medicaid spousal allowances, nursing home asset protection

Rising Home Values Can Have Estate Tax Implications

July 6, 2021 by Barry Zimmer

We have been experiencing a housing boom the United States over recent years. Values have gone through the roof in some areas, and this will ... Read More

Filed Under: Estate Planning, Estate Planning, Estate Planninng, Taxes Tagged With: Estate Tax, For the 99.5 Percent Act, gift tax

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