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Zimmer Law Firm

Estate Planning & Elder Law Attorneys

513.721.1513
Request a Free Consultation
Request a Free Consultation

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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      • Is Your Estate Plan Outdated?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

What is Legacy Planning? Ohio Estate Strategies Explained

Home Services Legacy Wealth Planning in Ohio What is Legacy Planning? Ohio Estate Strategies Explained

Our law firm has been helping families with their financial and treasured wealth for many years, offering specialized legacy planning Ohio residents can trust. We believe that traditional estate planning has been failing American families. Traditional “bare bones” estate plans have only focused on distributing financial wealth and have done little to secure the future families intend when planning for future generations.

We have seen many families lose financial assets after the first generation through traditional estate planning means. The loss of family legacies and history is even more devastating.

There is a better alternative! Our approach to the legacy planning Ohio families need, which we call Legacy Wealth Planning, helps you examine not only your financial and non-financial goals and concerns but it also focuses on the values and legacy you wish to leave behind. With a customized Legacy Wealth Plan, you get more than a simple document; you get a comprehensive strategy. This is the kind of detailed legacy planning Ohio families deserve to minimize emotional impact, retain valuable assets, and ensure that your legacy lives on through those you love and your future generations.

In our estate and legacy planning meetings, we take a deeper look at the real-life issues facing families today…

  • Your surviving spouse re-marries, or has creditor problems, or has an accident and is sued
  • Protecting your assets from threats like your children’s or grandchildren’s divorces, lawsuits, or creditor problems
  • Disability for either spouse – long nursing home stays can be financially devastating
  • Passing on your personal values and heirlooms
  • How to set up incentives and distributions that will ensure wise choices by family members so your legacy lives beyond your first generation

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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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Legacy Wealth Planning in Ohio

  • What is Legacy Planning? Ohio Estate Strategies Explained

Zimmer Law Firm

9825 Kenwood Road
Suite 201
Cincinnati, OH 45242
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