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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      • Is Your Estate Plan Outdated?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

Things You Should Discuss with Your Estate Planning Attorney

February 9, 2023 by Barry Zimmer

The decisions made when creating an estate plan are highly personal decisions. Understandably, it may be uncomfortable to discuss these decisions with ... Read More

Filed Under: Asset Protection, Attorney, Estate Administration, Estate Planning, Estate Planning, Pet Planning

Top Medicaid Planning Tips

February 7, 2023 by Barry Zimmer

One of the most popular additions to a well-thought-out estate plan is Medicaid planning. Even if you have made it through most of your life without ... Read More

Filed Under: Asset Protection, Care Planning, Elder Law, Elderly parents, Estate Planning, Medicaid

How Much Discretion Should My Trustee Have?

February 2, 2023 by Barry Zimmer

If you are one of the many people who have chosen to include a trust in your comprehensive estate plan, one of the most important decisions you will ... Read More

Filed Under: Asset Protection, Estate Planning, Special Needs Planning, Trust

Is It Too Late for Medicaid Planning to Help Me?

January 31, 2023 by Barry Zimmer

If you have never needed to rely on Medicaid to cover your health care expenses, you might not see the need to include Medicaid planning in your ... Read More

Filed Under: Advance Directives, Asset Protection, Assisted Living facilities, Attorney, Care Planning, Estate Planninng, Long-Term Care, Medicaid

Can a Third-Party Refuse to Accept a Power of Attorney?

January 26, 2023 by Barry Zimmer

The odds are good that at some point during your life you will execute a Power of Attorney. Given how common they are, you may also be named as the ... Read More

Filed Under: Elder Law, Elderly parents, Estate Planning, Estate Planning for Young Children, Estate Planninng, Financial Planning, Powers of Attorney Tagged With: Estate Planning, Estate Tax

Why Is Estate Planning Crucial for Women?

December 8, 2022 by Barry Zimmer

Every adult should have at least a basic estate plan in place; however, that need is heightened for women. The problem is that women are often unaware ... Read More

Filed Under: Elderly parents, Estate Planning, Estate Planning, Guardianship, Trust, Will, Wills & Trusts

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