older man and woman looking at document handing to them by attorney

Can a Power of Attorney Change Beneficiaries?

Clifford M. Cohen July 7, 2025 No Comments

In estate planning, few questions are as important as who will inherit your assets. While a Power of Attorney (POA) gives someone the authority to act on your behalf, it…

Experienced business woman working in her home office, with her laptop and a work journal on the table. Mature woman staying focused and productive, even in the comfort of her own home.

Florida Estate Planning Checklist

Clifford M. Cohen March 25, 2025 No Comments

Florida Estate Planning Checklist:A properly drafted estate plan under Florida law will determine how assets transfer after death,who can make financial or medical decisions on behalf of someone, incapacitated but…

Family Considerations Planning in Washington DC. Couple going over home finances with a newborn

Estate Planning for Young Families and How it Can Help

Clifford M. Cohen October 12, 2024 No Comments

Estate planning may seem like something you don’t need to think about until later in life, but for young families, starting sooner rather than later is essential. Life is unpredictable,…

Estate Planning for International Assets: What You Should Know

Clifford M. Cohen October 9, 2024 No Comments

Managing assets in multiple countries can complicate estate planning, but it’s necessary for safeguarding your international holdings. Whether you own property, bank accounts, or investments abroad, including these assets in…

Special Needs Trusts: How to Provide for a Loved One with Disabilities

Clifford M. Cohen October 4, 2024 No Comments

Caring for a loved one with disabilities means thinking about their future and how to ensure they’re supported, even when you’re not around. You might wonder how you can help…

Family arriving to the harbor and entering on a yacht

Estate Planning for High-Net-Worth Individuals: Special Considerations

Clifford M. Cohen October 1, 2024 No Comments

Estate planning is critical for high-net-worth individuals in the Washington D.C. area. While estate planning is crucial for everyone, high-net-worth individuals face unique challenges and opportunities that require a more…

Estate Planning for Single Individuals

Clifford M. Cohen January 24, 2023 No Comments

Many people believe that Estate planning is meant only for the wealthy or those with families and children of their own, however this is simply not true. Everyone, including single…

How are Survivorship Life Insurance Policies Helpful in Estate Planning?

Clifford M. Cohen September 22, 2022 No Comments

How are Survivorship Life Insurance Policies Helpful in Estate Planning? A survivorship life insurance policy, also known as survivorship insurance, SUL insurance, second-to-die life insurance, joint life insurance, or joint…

Determining Who your Successor Trustee should be

Clifford M. Cohen September 15, 2022 No Comments

Choosing a successor trustee can be one of the most important decisions you make in designing your trust because it can affect the lives of your beneficiaries for several years.…

Estate Planning for a Child With Special Needs

Clifford M. Cohen September 8, 2022 No Comments

Creating an Estate Plan for a Child with Special Needs The phrase special needs may apply to many different kinds of learning disabilities or cognitive, physical, or behavioral issues, and…

Blog & Resources