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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      • Is Your Estate Plan Outdated?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 a Medicaid Recipient Fund a Special Needs Trust?

April 8, 2021 by Barry Zimmer

People with disabilities often rely on Medicaid as a much needed source of health insurance, and Supplemental Security Income is rather ... Read More

Filed Under: Special Needs Planning Tagged With: Special Needs Planning, supplemental needs trust

Your “Stuff” and Your Estate Plan

April 7, 2021 by Barry Zimmer

© 2021 All Rights Reserved After my mother died in 2012, my sister and I divvied up our parents’ household furnishings, personal effects, ... Read More

Filed Under: Estate Planning

2021 Survey Gauges Estate Planning Preparedness

April 6, 2021 by Barry Zimmer

It is said that death and taxes are the two certainties of life. Everyone anticipates April 15th every year, and they take the appropriate steps to ... Read More

Filed Under: Estate Planning Tagged With: estate planning preparedness, intestacy

What Is a Testamentary Trust?

April 1, 2021 by Barry Zimmer

A lot of people assume that trusts are complicated legal instruments that are very expensive to create, they are simply not necessary unless you are a ... Read More

Filed Under: Estate Planning Tagged With: estate planning for minor children, living trust, testamentary trust

Life Insurance Provides Estate Planning Solutions

March 25, 2021 by Barry Zimmer

Life insurance is sometimes overlooked, but it can be an effective part of your estate plan. We will provide some insight about the ways that you can ... Read More

Filed Under: Estate Planning Tagged With: buy-sell agreements, Inheritance Balancing, Life Insurance

Is There an Inheritance Tax in Ohio?

March 23, 2021 by Barry Zimmer

It is easy to be somewhat confused about taxes on inheritances. You may have heard the terms “estate tax” and “inheritance tax” tossed about, and you ... Read More

Filed Under: Estate Planning Tagged With: federal estate tax, state estate taxes, state-level inheritance taxes

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