Knowing what will become of your assets and making the grieving process easier on your loved ones will give you peace of mind during a time of uncertainty. If you’re considering whether to draft a will or establish a trust during the pandemic, each option has benefits and potential setbacks. Depending on your assets and …
As the number of people succumbing to COVID-19 continues to climb in the U.S., many Americans are thinking about estate planning. Demand for wills in particular has soared as people acknowledge their mortality. Still, a survey by Caring.com and YouGov of 2,400 adults revealed that a majority lacks wills, and the number of Americans with …
What’s the Connection Between Your Retirement Planning and Your Estate Planning? Your retirement planning and estate planning are linked. When thinking ahead about your retirement, it’s important to consider important key estate planning documents, such as a power of attorney to enable another person to make financial decisions on your behalf. This might inevitably lead …
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 …
For many estate planning clients, their retirement account represents the majority of their wealth. Typically these accounts are held in “tax qualified plans” such as a 401(k), or an IRA. Because they are not subject to income tax until withdrawn — typically at age 70 1/2 — they provide the ability to accumulate large amounts of wealth during one’s lifetime. In addition, …
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.
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.
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.
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.
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
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...
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...
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.
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!
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.
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...