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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
    • Our Client Care Program
  • Services
    • Estate Planning Services in Cincinnati, Ohio
    • Incapacity Planning
    • IRA Inheritance Planning in Cincinnati, Ohio
    • Legacy Wealth Planning in Ohio
    • LGBTQ Estate Planning Services in Ohio
    • Medicaid Planning and Elder Law
    • How the SECURE Act Impacts Your Ohio Estate Plan
    • Special Needs Estate Planning in Cincinnati, Ohio
    • Young Adult Legal Protection Plan in Ohio
  • Live Events
    • Webinars
  • Resources
    • 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
      • Estate Planning Checkup
      • Estate Planning Definitions
      • Free Estate Planning Checklist
      • Incapacity Planning Definitions
      • Is Your Estate Plan Outdated?
      • Legacy Planning Definitions
      • 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
  • Blog
  • Reviews
  • Contact

Home FAQs Should you involve your heirs in estate planning?

Should you involve your heirs in estate planning?

Many people who are creating a last will and testament or a trust will face a difficult decision regarding whether they want heirs or beneficiaries to be involved in the estate planning process and to be aware of the plans that are being made.

There are pros and cons to involving your heirs or beneficiaries in your plans. If you talk with them about your wishes, for example, you could reduce the chances that your will may be contested after you pass away. You can help your loved ones to understand why you are making the decisions that you are making about what to do with money and property.

On the other hand, the downsides could be significant.  You could face pressure to create a plan that benefits particular heirs or beneficiaries and you could find yourself involved in a family fight and facing anger if your loved ones do not like the plans that you are making. It is your legacy and you deserve to do what you want with your money and property, so think carefully about whether to tell your family members your plans or not.

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What Our Clients Say

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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9825 Kenwood Road
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Cincinnati, OH 45242
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