Estate Planning Services in Cincinnati, OH
Our Mission: Helping Families Preserve Their Wealth During And After Their Lifetimes.
We have a simple mission at the Zimmer Law Firm: help families preserve their wealth and pass it on to their loved ones. We deliver a wide range of estate planning services so that we can be a valuable resource to our clients now and in future times of need. We aspire to use our up-to-date knowledge of the law and planning techniques to help our clients feel confident preparing for the future. From the moment a client calls or visits our office, we want the experience to be pleasant and informative. We want clients to feel comfortable discussing important issues so that we can equip them with information and tools to make informed decisions about their family’s future. In short, we work to assure our clients’ peace of mind.
Learn more about our different services by clicking one of the links listed below.
Living trusts, wills (simple & complex), powers of attorney, living wills, irrevocable trusts, family limited partnerships, and charitable gifting strategies are some of the ways we help families preserve their wealth for future generations, minimize estate taxes, and avoid the expense and nightmare of probate.
We recognize that wealth is not always measured in dollars. Legacy wealth planning offers a holistic and personal approach to preserving both financial wealth and personal legacies.
The estate planning needs of family-owned businesses and farms often differ from those of individual family members. We offer unique ways for clients to carry out their goals for family farms and business, including our legacy land trust.
We offer guidance and assistance to members of the LGBT Community for their unique estate planning needs, including assistance in setting up living trusts, health care directives, and tax plans.
Our law firm helps clients create plans to handle their affairs in the event of incapacity, including plans for avoiding living probate or guardianship proceedings.
Zimmer Law Firm helps clients achieve the maximum tax deferral on IRAs and retirement plans for their heirs, in coordination with their wills and trusts.
We help clients qualify for Medicaid nursing home benefits with minimal spend down of their personal assets, in both “crisis” situations and during preventative planning.
Our lawsuit and asset protection plans are designed to help small business owners who are susceptible to being sued. We also help plan business successions and conduct small business planning.
For many of our clients, pets are more than mere assets – they are beloved companions who will need somebody to take care of them in the event of their owner’s death or incapacitation. Implementing a pet’s trust can ensure that your pets continue to be cared for after your death.
We offer assistance to clients who have family members with special needs by creating special needs estate plans. These tailored plans help preserve government benefits for these individuals, and ensure that financial, educational, and medical needs are met without neglecting their emotional and personal needs in the future.
We help families who have lost a loved one with the ensuing probate or trust administration processes.
We help clients preserve their wealth and achieve their long-term financial goals. We work closely with clients’ financial advisors to make sure their estate and financial plans are coordinated and meet the clients’ goals.
Zimmer Law Firm – Estate Planning Services Attorneys in Cincinnati, OH