Using Life Insurance as Part of Your Estate Plan
Life insurance can play a few key roles in an estate plan, depending on your age and situation in life.
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202-895-2799Life insurance can play a few key roles in an estate plan, depending on your age and situation in life.
Your will is a legally-binding statement directing who will receive your property at your death. Why should you have a will? Here are some reasons.
Credit shelter trusts are a way to take full advantage of state and federal estate tax exemptions. Although such trusts may appear needless unless you are a multi-millionaire, there are still reasons to create them.
Revocable trusts are a very popular and useful estate planning tool. But the trust will be ineffective if you do not actually place your assets in the trust.
As we enter the giving season, there is an additional reason to be charitable. Congress enacted a special provision that allows more people to easily deduct up to $300 in donations to qualifying charities this year.
While it may seem great to inherit a vacation house, in actuality it may not be practical to keep the property, especially for tax reasons.
Just as we create estate plans for our eventual demise, we also need to plan ahead for the possibility that we will become sick and unable to make our own medical decisions.
Life estates can be an excellent tool for Medicaid planning, probate avoidance and tax efficiency, but there are potential problems to look out for.
As we enter the giving season, there is an additional reason to be charitable. Congress enacted a special provision that allows more people to easily deduct up to $300 in donations to qualifying charities this year.
Revocable trusts are a very popular and useful estate planning tool. But the trust will be ineffective if you do not actually place your assets in the trust.
Cliff takes the time to get to know the client and their situation so that he can apply his extensive expertise and help each person with their individual needs. You can tell that he cares. Read more
We used Attorney Cohen for the planning of my mother's estate. He was extremely thorough and able assist in all areas of need. We would highly recommend him for estate planning. Read more
Attorney Cohen is well versed in his field and provides prompt, highly personalized "white-glove" service in the areas of wills and trusts, with specific focus on providing necessary legal services for the elderly. Read more
Mr. Cohen provides very friendly, personalized, professional, through and responsive will / trust services at reasonable rates. I strongly recommend Mr Cohen to anyone requiring such services. Read more
I feel very lucky to have found Cliff Cohen as my Attorney. He has helped me understand my late husband's Will and Trust and prepared mine. He also resolved some other family issues. I am always very pleased with his advice and I recommend him to everyone Read more
Mr. Cohen helped my parents with their estate planning. He was very thorough, thoughtful and showed a great deal of patience throughout the entire process. He made my parents feel confident that their financial affairs are now in order. Thanks again Mr Cohen for your amazing... Read more
Cliff Cohen has been my parent's estate planning attorney for many years now. I have only had the pleasure of meeting him the past few meetings as my folks have gotten much older and require more of my care. It is such a relief to know they are in such good hands with Mr. Cohen... Read more
I used Cliff's legal services for writing a Will - something I avoided for years. Cliff made it easy and understandable. He endeavored to understand my needs and wishes. The legal documents Cliff delivered were exactly what I wanted and I felt well taken care of. Read more
So, so grateful to you for helping to take care of my parents and their estate. I'm so glad they found you many years ago and appreciate all you've done and how you're always there whenever we have questions! Thank you a million times over! Read more
Cliff Cohen has provided very valuable insights on estate planning and elder law as my husband and I dealt with family issues and as we now approach retirement. We highly recommend his legal services. Read more
I am extremely pleased to say just how unbelievably wonderful it has been for my wife and I to work with our attorney, Cliff Cohen, on complex subjects involving wills and trusts for our family. Andi and I were expecting to endure hours and hours of stressful “legalese” language... Read more