Attorney Zimmer Quoted in Lawyers USA — May 5, 2008

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 - 07/09/08

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.

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 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.

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  American Academy Mentioned in Money Magazine!

Robert Armstrong, President of the American Academy of Estate Planning Attorneys, was interviewed by Money Magazine senior writer Penelope Wang for her article " A Midlife Money Checkup" in the March 2008 Issue. The article was part of the Cover Story "A Boomer's Guide to Financial Freedom" that included multiple articles focusing on financial trends, aging well and other issues Baby Boomers are facing today. This is the third mention of the American Academy of Estate Planning by Money Magazine in the last seven issues.

The "Midlife Money Checkup" is a nine-step test that highlights questions Boomer's should be asking themselves at this point in their lives. Mr. Armstrong's expertise in estate planning was highlighted in question five, "Is your estate plan in order?" Make sure you don't have to ask yourself that question by meeting with a qualified attorney.

  American Academy Mentioned in Money Magazine

The September issue of Money Magazine has an article entitled,"20 Timeless Money Rules." Rule 17, Exiting Gracefully, is particularly significant because it emphasizes the importance of putting together your estate plan. The recommendation of Money Magazine is that you search for a member of the American Academy of Estate Planning Attorneys: "To find a lawyer, ask friends and colleagues for recommendations or get referrals online at the website of the American Academy of Estate Planning Attorneys (aaepa.com)." The American Academy is an exclusive membership organization for law firms dedicated to estate planning. We are proud of our Academy membership and pleased to be the only law firm in the greater Cincinnati area accepted into this prestigious organization. For more information about why our membership is so important to your family, click here.

 Attorney Zimmer Quoted in Humanas 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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