Zimmer Law Firm is proud to provide elder law and estate planning services to clients in the Montgomery, Ohio area. We know the importance of establishing goals, protecting assets, and creating a solid estate plan. Taking these steps can allow you to secure your own future and to create financial security for your loved ones, sometimes for generations. Our firm can guide you at all phases in your life towards the creation of a solid plan to amass assets, preserve and protect your wealth, and hand it down through the generations.
Serving Clients in Montgomery, Ohio
Attorneys at Zimmer Law Firm have decades of collective experience representing clients in elder law and estate planning and we have gotten to know the Montgomery community as we offer legal advice and guidance to residents. Montgomery, Ohio has a long and distinguished history, as it is one of the oldest settlements within Hamilton County. First settled in 1796, Montgomery Ohio was a stop on the Cincinnati-Zanesville Road that offered an inn, several taverns, and several mills for agricultural processing. The historic downtown area and many 19th century houses throughout the community are a testament to the long history of the city.
Today, more than 10,000 people have made Montgomery, Ohio their home, and Montgomery has become a popular bedroom community for many residents who work in Cincinnati. The median age for Montgomery, Ohio residents is 46.9 years, with 19.6 percent of residents aged 65 and older. Zimmer Law Firm provides advice and guidance to clients of all ages with their estate plans and with other elder law matters.
The Senior Citizen Community in Montgomery
Several assisted living facilities and retirement communities are located within Montgomery, Ohio, including both a retirement community and assisted living facility on Montgomery Road. US Health also indicates there are a total of 156 nursing homes in the Cincinnati, Ohio metropolitan area, which Montgomery is considered a part of. Nursing home costs are expensive, and planning ahead to make sure those costs are covered is one of the key estate planning services provided by Zimmer Law Firm.
We care deeply about offering services to the senior citizen community in Montgomery and surrounding areas, and we assist with all of the unique legal issues that arise as a result of aging. We not only help seniors to create plans to pay for long-term care but we can also review nursing home admissions paperwork; assist seniors in developing an estate plan; and help older Montgomery residents to make advanced decisions about what medical care they wish to receive in an emergency situation.
Estate Planning and Elder Care Services
Zimmer Law Firm is a full-service elder law firm and estate planning firm serving clients in Montgomery. We want to provide you with all of the legal tools you need to maintain dignity no matter what medical events come your way; to protect your assets even if you cannot manage them on your own; and to provide for your loved ones after you are gone. Some of the different services that we can offer you to help you achieve these goals and more include:
- Will and trust creation
- Creating a comprehensive Medicaid plan to protect assets and become eligible for paid nursing home care
- Creating an inheritance plan which takes into account the unique needs of your heirs
- Developing a plan for financial security in retirement
- Understanding and qualifying for benefits available to you, including veteran’s benefits
- Developing a plan to provide for the care of minor children and pets
These are just some of the many different legal services that we can offer to clients throughout Montgomery, Ohio.
Courts in Montgomery You Should Know About for Elder Law and Estate Planning
Estate planning attorneys are not focused solely on going to court, like many attorneys in other fields. In fact, most of the work that is done by elder law and estate planning lawyers happens outside of the courtroom. When creating a trust, developing a Medicaid plan, writing a will, and doing other tasks to plan for the future, you don’t have any involvement with the court system.
Estate planning attorneys do go to court for clients in one important situation: during the probate process. Because Montgomery, Ohio is within Hamilton County, the Hamilton County probate court is where most wills are probated after a death has happened locally. The location of the Hamilton County probate court is within the William Howard Taft Center, at 20 East Ninth Street. This is in Cincinnati, Ohio. The court hours are between 8:00 AM and 4:00 PM, but filings must be submitted no later than 3:45 PM. The court is open Monday through Friday, with the exception of legal holidays.
Attorneys at Zimmer Law Firm have guided many executors and heirs through the probate process at this Hamilton County Court. We understand how the probate process works and can offer invaluable advice in ensuring that the affairs of the estate are wound up. We not only help executors live up to their fiduciary duty when executors take responsibility for probating a will, but we also help heirs and potential inheritors in complex situations such as when the validity of a last will has been called into question.
Getting Help With Estate Planning and Elder Law in the Montgomery, Ohio Area
Elder law and estate planning are very important areas of law which matter to virtually everyone’s life. While not everyone gets injured or charged with a crime or becomes involved in contract disputes, everyone does eventually pass away. It is smart to plan for this eventuality, as well as to create an advanced plan in case life throws you a curve ball like suffering an incapacitating injury or needing nursing home care. Our job is to make sure you plan for both certainties and contingencies and to help you ensure your plan protects you and those you love. Give us a call today to speak with a Montgomery estate planning and elder law lawyer at Zimmer Law Firm to learn more.