Consumer Reports Recommends American Academy The American Academy of Estate Planning Attorneys was recommended in the January 2009 Consumer Reports Money Adviser newsletter. The article “How to Avoid Inheritance Feuds” focuses on techniques for avoiding conflict after a loved one passes away. The article recommends using the American Academy of Estate Planning Attorneys as a source for selecting a qualified estate planning attorney. The article also warned consumers to be explicit in their will in order to avoid disagreements. Other advice included deciding what is fair for each heir versus just dividing assets evenly and to keep everyone in your family informed of decisions beforehand.
Consumer Reports Money Adviser is an independent, non-profit newsletter that offers expert advice.
Click here to find out why our American Academy membership is so important to our firm and the many families we provide guidance to each year.
Money Magazine Recognizes American Academy! In the January 2009 issue of Money Magazine, Walecia Konrad’s article entitled “Keep It In The Family” focuses on making sure the wealth you’ve worked so hard to accumulate will go to the people you love. The article recommends the American Academy of Estate Planning Attorneys as a source to find an estate planning attorney who can tailor a plan for your situation and address your state rules. It also includes a useful estate planning checklist and valuable tips for putting together a proper estate plan that will safeguard your hard-earned assets from estate taxes, lawsuits and probate. This is the fourth time in 16 issues the American Academy has been recognized. Click here to find out why our American Academy membership is so important to our firm and the many families we provide guidance to each year.
Attorney Zimmer Quoted in Lawyers USA
Barry Zimmer, a solo estate planning lawyer in Cincinnati, is a strong proponent of “funeral trusts,” which are single-premium life insurance policies – meaning that they must be paid for in full before they are issued. The policy is then placed into an irrevocable funeral trust and, according to Zimmer, it provides tax-free benefits, protection from inflation and immunity from Medicaid “spend down” requirements.
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American Academy Awards Fellow Designation to Barry Zimmer
The American Academy of Estate Planning Attorneys (AAEPA) announced today that Barry Zimmer, of the Zimmer Law Firm, has been awarded the special designation of Academy Fellow. The Fellow program recognizes Academy members who demonstrate advanced expertise and significant practical experience in the fields of estate planning, trust, tax planning, guardianship, probate and estate administration.
Attorney Barry Zimmer Completes Extensive IRA Training Estate Planning Attorney, Barry Zimmer, recently completed in-depth training on planning with IRAs at an educational conference in Las Vegas. The instructor is the nationally known IRA expert, Ed Slott. Mr. Slott is the author of the widely acclaimed book, “The Retirement Savings Bomb…and How to Defuse It.” He has lectured extensively for years to financial professionals across the country on the complex IRA rules and how to properly plan to preserve and then transfer IRAs to family members.
Attorney Zimmer Quoted in Humana’s Physician Publication Barry Zimmer was recently quoted in an article entitled End-of-Life Decisions: Planning a Lifespan of Care with Advance Directives in Humana’s quarterly publication. The article discusses the benefits of using advance health care directives and the much publicized Terri Schiavo case. Humana is one of the nation's largest publicly traded health benefits companies and it produces a national quarterly physician publication.
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ESTATE PLANNING NEWS Caring for Your Spouse....Even After You're Gone Do you worry about caring and providing for your ailing spouse and making sure their needs are met, after you are gone? This article describes how a Testamentary Special Needs Trust is one estate planning strategy that can help you do exactly that. Learn how you can plan now to help your spouse qualify for financial assistance for their future medical and nursing home costs, while preserving your assets for other expenses or "luxuries" that your spouse may need, which are not covered by government benefits.
ESTATE PLANNING NEWS Protecting Your Children from Our Litigious SocietyHow can you protect your children and their inheritance from litigation? This article explains how some innovative trust, the Family Sentry Trust and the Family Access Trust can help.
CLIENT NEWSLETTERS Your Estate Matters Newsletter, Vol. 14.2
EDUCATIONAL ALERTS Another Proposal for Estate Tax Reform is Introduced to Congress - Where Does It Appear We Are Heading?This months Alert examines a yet another estate tax reform proposal and the prospects of its passage.
EDUCATIONAL FYIs Article on Family CaregiversThe Sunday, September 9, 2007 issue of Parade magazine contains an article by Gail Sheehy on family caregiving. It will recount some of her own experiences as a spousal caregiver to her husband.
Estate Planning for the GLBT Community Guidance and assistance with Living Trusts, Health Care Powers of Attorney, and Asset Distribution.
