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Zimmer Law Firm

Estate Planning & Elder Law Attorneys

513.721.1513
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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      • Is Your Estate Plan Outdated?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

How to Choose the Right Trustee

July 12, 2022 by Barry Zimmer

As both your assets and your family grow, your estate plan will also need to expand to accommodate that growth. One of the most popular estate ... Read More

Filed Under: Trust

Why Would You Use a QDOT?

July 7, 2022 by Barry Zimmer

There are acronyms in our field that are used to shorten the names of legal terms, and one of them is “QDOT.” These letters stand for the qualified ... Read More

Filed Under: Estate Planning Tagged With: Estate Tax, marital deduction, QDOT

Common Probate Mistakes and How to Avoid Them

July 5, 2022 by Barry Zimmer

Following the loss of a loved one, the last thing most people want to think about are the practical and legal ramifications of their loved one’s ... Read More

Filed Under: Probate

Tips for Preparing a Will for Probate

June 30, 2022 by Barry Zimmer

If you decide to draw up a will to serve as the centerpiece of your estate plan, you should see a holistic picture. Yes, you have to express your ... Read More

Filed Under: Estate Planning Tagged With: estate administration, Probate, proving of the will

What Happens To Your Assets If You Don’t Have a Will?

June 28, 2022 by Barry Zimmer

There are people out there that assume that there is really no need for estate planning lawyers, because things just take care of themselves. After ... Read More

Filed Under: Estate Planninng Tagged With: DIY Estate Planning, escheatment, intestacy

Are Inherited Assets Subject to Capital Gains Taxes?

June 23, 2022 by Barry Zimmer

Many of our clients have questions about how taxes can impact inheritances. In most cases, they are pleased when they hear the answers. We will cover ... Read More

Filed Under: Estate Planning Tagged With: capital gains taxes, estate taxes, stepped-up basis

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Some years ago, Barry Zimmer suggested we do a basic estate plan for our son when he went to college. We had no idea how important it would be! In our son's freshman year, he ended up in the hospital, and we were able to get crucial information about his condition because we had a health care ...

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