- Estate Planning Services
- Legacy Wealth Planning
- Medicaid Planning and Elder Law
- Incapacity Planning
- LGBTQ Estate Planning
- Special Needs Planning
- Trust Administration and Probate
- Young Adult Protection Plan
- IRA Inheritance Planning
Estate Planning Services
Many people have misconceptions about estate planning. You may think estate planning is something only the wealthy need, or only the elderly require. The reality is, this could not be further from the truth. No matter your age, your income status, or the assets you have acquired, estate planning is…
Medicaid Planning and Elder Law
Asset Protection & Business Planning
Medicaid Planning Services
Medicare won’t pay for in-home custodial care, and it will not pay for a stay in a nursing home or assisted living community. Elder law attorneys advise clients who are concerned about long-term care costs and other matters that are of interest to seniors, and the experts at Zimmer Law…
Family-Owned Businesses & Farms
Family-owned businesses, farms, ranches, and land holdings are often the most important and valuable asset of a family’s legacy. Sadly, less than 30% of family businesses survive the transition to the next generation – a problem that is sometimes but not always caused by estate taxes. More often businesses fail…
Financial Planning Assistance
Helping families preserve their wealth and achieve long-term financial goals has always been a core part of our law firm’s philosophy. We understand that estate and financial planning must be well-coordinated to ensure long-term success. If you have a relationship with financial or investment professionals, our firm will work with…
How the New Estate Tax Exclusion Affects Your Estate Plan
In 2001, Congress passed a law that made big changes to the estate tax. It raised the amount that could pass without tax, increasing it in steps from $675,000 in 2001, to $3.5 million in 2009. Then, in 2010, the estate tax was repealed for one year only-2010. The same…
Incapacity Planning
If you do not plan ahead for the possibility of incapacity, the state could be petitioned to appoint a guardian to manage your affairs. The court may select someone that you would never have chosen. You can take the matter into your own hands when you create a comprehensive, holistic…
IRA Inheritance Planning
Today, more so than ever before, Americans have only themselves to count on for their retirement security. The future of Social Security is uncertain and fewer employers than ever offer defined benefit retirement plans. Sadly, most Americans do not have enough saved – and are not on track to save enough…
Legacy Wealth Planning
The legacy that you leave behind can change your family’s life, and can even change the world. Whether you have substantial funds or simply want to make sure your family assets are kept safe and passed on to the next generation, you owe it to yourself and to those who…
LGBTQ Estate Planning
While LGBTQ individuals have made significant strides in gaining equality under the laws of the United States, there is still a long way to go before discrimination is stamped out. Unfortunately, some of the discrimination that exists affects the legal rights of LGBTQ individuals towards the end of their life…
Pet Planning
What Will Happen to Your Pet When You’re No Longer Around? When it comes to protecting your pet, no one does it better than you do. You love them… You feed them… You make sure they have everything they need to live a happy, healthy life. But what would happen…
Special Needs Planning
Many people with a severe impairment or disability are not able to work or earn enough money to support themselves. If someone you care about has special needs and cannot be financially independent, you may wish to help provide for this person in your life. Unfortunately, simply giving a gift…
Trust Administration and Probate
Trust administration and probate are difficult processes, if for no other reason than they must be carried out right after a death. As you are grieving a person you care about, you will be thrown into an unfamiliar legal world and forced to learn a complex array of laws to…
Incapacity Planning
Life can change in an instant, and a serious illness or an injury could leave you struggling for your life. If you are in a position where you cannot communicate, make your own decisions, or manage your own affairs, both you and your loved ones are in a precarious position….
Medicaid Planning Services
For most seniors, the most important concerns about the future include making a retirement nest egg last and making sure you can be cared for in the event of a serious illness or injury. The job of an attorney focused on elder law and Medicaid planning is to help seniors…
Cincinnati, Ohio Pet Planning Services
There is a lot to remember when you are planning your estate. It can be easy to overlook your four-legged heirs. You can certainly include your pets in your estate plan. Thousands upon thousands of pets are left homeless each year after their owners pass away. If you plan your…
Cincinnati, Ohio Financial Planning
Long-term financial planning is a must if you want to be secure and comfortable as you enter into the different stages of life. As you go through life making decisions on a day-to-day basis, you should be working within an intelligently conceived financial framework. The choices that you make today…
Young Adult Protection Plan
Turning 18 is a wonderful milestone for both children and their parents. It is also a time when a child’s relationship with his or her parents changes under the law. The law of Ohio and 47 other states says that once a child turns 18, he or she is legally an adult.