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Couple discussing Maryland Estate Tax documents

Estate Planning and Asset Protection for Retirement Accounts

Clifford M. Cohen April 25, 2017 No Comments

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…

Estate Planning Challenges Faced by Non-Citizen US Residents

Clifford M. Cohen April 18, 2017 No Comments

Generally, if you are domiciled in the United States (US) at death, your estate is subject to US estate taxes. The determination of domicile is subjective. If you are a permanent resident,…

Estate planning lawyer explaining a legal document to his client

Is a Reverse Mortgage the Right Choice for an Elderly Homeowner?

Clifford M. Cohen January 17, 2017 No Comments

Estate Planning and Elder Law Attorneys are often asked by clients whether a reverse mortgage is the right choice for them. The answer of course is that it depends on…

Advanced Directives and Estate Planning Senior man examining last will and testament

Why Reviewing your Estate and Financial Documents Must Be a Regular Occurrence

Clifford M. Cohen January 17, 2017 No Comments

I applaud those of you who have taken the time to do an estate plan and protect your assets for yourself and your children. But is it enough to simply…

Family arriving to the harbor and entering on a yacht

Blended Families | Clifford M. Cohen

Clifford M. Cohen January 17, 2017 No Comments

Now that the estate tax exemption has been stabilized at $5,000,000 and a husband and wife can actually give up to $10,000,000 at death (plus an indexed amount tied to…

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