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Estate Planning
If something were to happen to you tomorrow, do you know what would happen to your family and loved ones? What would happen to your assets? Have you left behind necessary legal documentation to provide for the transfer of your property to your intended beneficiaries? At Cohen & Sales, LLC, we take the time to explore with you the documents and estate planning strategies that will best serve your individual needs. Our services include total estate review, along with the creation of Wills, Powers of Attorney, Health Care Proxies, Life Insurance Trusts, Revocable Inter-vivos Trusts, Special Needs Trusts, and other legal documents designed to protect you, your loved ones, and your property.
Is a simple Will enough?
There is no “one size fits all” approach to meet the needs of every client. If you are unmarried with no children and a modest estate, a simple will package may adequately meet your needs. Your circumstances, however, may require a more comprehensive estate plan, including setting up a revocable trust for your minor children, to provide for their health, welfare and maintenance until they are old enough to make prudent decisions. Your financial situation may even require a special trust to protect your assets from possible estate taxes at your death. At Cohen & Sales, LLC, our attorneys will take a global approach in evaluating your needs, taking into consideration the often conflicting priorities you may face, and recommending the documents and strategies best suited to reach your intended goals.
Planning for Life
Through the cycle of your life, you may need professional advice on how to preserve wealth and plan for its transfer from one generation to the next. At Cohen & Sales, LLC, we consider ourselves part of your estate planning “team”, which also includes your accountant, financial planner, and insurance professional. Together, we can provide strategies for maximizing wealth and comfort during your lifetime, while drafting the appropriate documents to ensure appropriate transfer of assets at your death. We take pride in our professional and comprehensive approach to this task.
Advance Directives
A complete estate plan will not solely address issues related to your death, but also plan for events occurring during your lifetime. It should include advance directives concerning issues of your health and medical care such as a Health Care Proxy, Power of Attorney, and Living Will. Whatever your personal feelings are regarding these issues, at Cohen & Sales, LLC, we will help you make sure that your health care conforms to your beliefs and wishes should you become unable to communicate those beliefs and wishes in the future.
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