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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
    • Our Client Care Program
  • 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      • Is Your Estate Plan Outdated?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
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      • Mason
      • Milford
      • Probate Checklist
      • Sharonville
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      • West Chester
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Our Blog

Home Our Blog

3 Estate Planning Documents You Should Have in Your Plan

December 6, 2022 by Barry Zimmer

Over half of all Americans do not have an estate plan in place. That fact is not all that surprising given the fact that the average person is not ... Read More

Filed Under: Asset Protection, Estate Planning, Estate Planninng, Medicaid, Probate, Special Needs, Special Needs Planning, Trust, Will, Wills & Trusts

How Estate Planning Helps Avoid Disputes

December 1, 2022 by Barry Zimmer

Making sure that assets are distributed as intended is the primary motivation for most people to create an estate plan. That same estate plan, ... Read More

Filed Under: Advance Directives, Attorney, Estate Administration, Estate Planning, Estate Planninng, Family disputes, Trust, Will, Wills & Trusts

Planning for Long-Term Care Should Be Part of Every Estate Plan

November 29, 2022 by Barry Zimmer

Planning for your retirement years should start years before you reach retirement age. When you are contemplating your retirement years, it is ... Read More

Filed Under: Asset Protection, Estate Planninng, Long-Term Care, Medicaid

Pros and Cons of Sharing the Details of Your Estate Plan

November 24, 2022 by Barry Zimmer

If you have an estate plan in place, you already recognize the numerous benefits an estate plan offers. Once your plan is in place, however, you may ... Read More

Filed Under: Estate Administration, Estate Planning, Powers of Attorney, Trust, Will, Wills & Trusts

Is There a Difference Between an Heir and a Beneficiary?

November 22, 2022 by Barry Zimmer

For many people, the concepts and legal jargon associated with estate planning can be intimidating because they are unfamiliar. A perfect example can ... Read More

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

Understanding Medicaid and Medicare

November 17, 2022 by Barry Zimmer

There is a very good chance that you will need help covering healthcare costs not covered by private insurance at some point in your lifetime. When ... Read More

Filed Under: Asset Protection, Elderly parents, Estate Planning, Medicaid

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