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202-895-2799How the Secure Act Could Impact Your Retirement Plan The Setting Every Community Up for Retirement Enhancement (SECURE) Act was passed by the U.S. House of Representatives on May 23, 2019. If the bill passes the Senate and is signed by President Trump, it could impact the way workers plan for retirement and manage …
Why Banks and Other Financial Institutions Sometimes Refuse a Financial Power of Attorney You finally convinced your aging mother to execute a financial power of attorney (POA). You worked together to plan for the unexpected and thought that you had all your bases covered. Unfortunately, now your mom has become incapacitated and the bank …
When Should You Start Taking Your Social Security Benefits? Most advisors recommend waiting as long as possible to begin collecting Social Security benefits. Of course, every situation is unique. The best time to take Social Security benefits is not the same for everyone. You must consider your particular financial needs, health, post-retirement plans, and more …
Don’t Let the Fear of Gift Taxes Stifle Your Generous Spirit Have you ever considered gifting a loved one cash or property but held back because you were worried about federal gift taxes? Here’s why you shouldn’t let that stop you next time. True, the IRS can impose a gift tax on the transfer of …
Protect Your IRA for Future Generations Chances are, your IRA represents one of your most valuable assets. It is relatively safe from a wide range of threats while you are alive. However, this changes when you pass your IRA on to heirs. While your spouse will continue to enjoy certain protections, IRAs passed on to …
Funding a Revocable Living Trust and Choosing a Qualified Trustee “Funding” a Revocable Living Trust is the process by which assets are transferred to the trust. It involves taking assets titled in the grantor’s name (or joint names if the grantor is married) and retitling them to the name of the trust. Funding can also …
Six Common Mistakes People Make When Probating an Estate If you’ve been named as an executor or personal representative and are tasked with settling an estate through probate, you’ll want to avoid these common mistakes. Handling Assets Incorrectly One of the first things an executor or personal representative must do is secure all of the …
Lessons in Estate Planning from Aretha Franklin Aretha Franklin passed away in August 2018 with an estate estimated at $80 million. At the time, it was believed she died intestate, meaning she had no will. When a person passes away intestate, assets are distributed according to state law. Ms. Franklin was a resident of Michigan, …
Estate Planning for High-Risk Professionals Certain professionals, such as physicians, financial advisors, attorneys, and business owners, face formidable occupational exposure to lawsuits. Given how hard you have worked and how much you have sacrificed to get where you are today, you cannot afford to put yourself and your family at risk by failing to plan …
Why Everyone Needs an Estate Plan Some people believe that estate planning is only for the wealthiest of families, but nothing could be further from the truth. Everyone can benefit from an estate plan, one crafted and implemented by an attorney who focuses on this area of the law. Asset Distribution When a person passes …
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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
