The Law Offices of Juliet Cohen, P.C.

08/31/2026

Estate Planning for Families with Estranged Members: Estate planning is deeply personal, and it becomes even more complex when navigating sensitive family dynamics involving estranged relatives. Whether the estrangement stems from personal conflicts, differing values, or geographic distance, deciding how to address these relationships in your estate plan requires thoughtful consideration. Clear communication, well-documented decisions, and the use of specific estate planning […]

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Learn how to navigate sensitive family dynamics in estate planning, including strategies for addressing or excluding estranged relatives.

08/31/2026

Planning for Retirement Accounts in Estate Planning: Retirement accounts, such as 401(k)s, IRAs, and Roth IRAs, often form a significant portion of an individual’s estate. Including these assets in an estate plan requires careful consideration to ensure they are passed on efficiently, minimize tax implications, and align with overall estate planning goals. With proper planning, you can ensure that these accounts provide […]

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Include retirement accounts like 401(k)s and IRAs in your estate plan. Explore tax strategies, beneficiary designations and trust options.

08/31/2026

Estate Planning for Collectors: Protecting Valuable Collections: For collectors, the items they acquire often carry significant personal value as well as monetary worth. Whether it’s fine art, antiques, rare coins, vintage cars, or other unique collections, incorporating these assets into an estate plan is essential to ensure their preservation and proper distribution after your passing. Without a well-structured plan, your cherished collections […]

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Discover how to protect and incorporate valuable collections like art, antiques, or coins into your estate plan to preserve their legacy.

08/31/2026

Estate Planning and Baseball: Every state that recognizes trusts as legal entities imposes fiduciary duties upon the Trustee of such trusts. These duties may have different names in different jurisdictions, but ultimately a breach of fiduciary duties means that the Trustee failed to fulfill their duties as expressed in the trust instrument and under local law. This article examines a case ripped from the headlines that demonstrates the importance of choosing the right individuals to serve as fiduciaries.

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Every state that recognizes trusts as legal entities imposes fiduciary duties upon the Trustee of such trusts. These duties may have different names in different jurisdictions, but ultimately a breach of fiduciary duties means that the Trustee failed to fulfill their duties as expressed in the trust...

07/27/2026

Creating a Legacy Through Family Foundations: For high-net-worth individuals, establishing a family foundation is a meaningful way to support charitable causes while ensuring a lasting legacy. A family foundation allows donors to direct their wealth toward philanthropic efforts that align with their values while also providing estate and tax planning benefits. Setting up a foundation requires careful planning to ensure that […]

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Learn how to establish a family foundation to create a lasting legacy, minimize estate taxes, and fund charitable causes.

07/27/2026

Estate Planning for Parents Who Have Children from Multiple Marriages: Estate planning can be complex for blended families, especially when parents have children from multiple marriages. Ensuring that all children are treated fairly while respecting the wishes of a surviving spouse requires careful planning. Without a structured estate plan, conflicts can arise over asset distribution, leading to disputes and unintended consequences. By using tools such […]

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Parents with children from multiple marriages can structure their estate plan to ensure fair asset distribution and avoid legal conflicts.

07/27/2026

How to Handle Debt in Estate Planning: Debt management is a crucial but often overlooked aspect of estate planning. Many people focus on asset distribution but fail to consider how their outstanding debts will affect their estate and beneficiaries. Without proper planning, debt can reduce the inheritance left to loved ones, lead to probate complications, or even create financial burdens for heirs. […]

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Manage debt in estate planning, protect assets, and prevent financial burdens for heirs through trusts, life insurance, and repayment plans.

07/27/2026

A Message from the Murdochs – Part II: Art often imitates life and the latest chapter unfolding for Rupert Murdoch demonstrates that. Most of the time, when an individual creates an irrevocable trust, they part with dominion and control over the assets, and it is difficult to change the terms. Not long ago, the probate commissioner issued his order in response to Rupert Murdoch’s petition to amend the 1999 trust that controls his empire. It didn’t go the way Rupert hoped. Read on to learn more.

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07/13/2026

Estate Planning for Future Generations with Incentive Trusts: Estate planning is about more than just passing down assets—it’s about leaving a legacy and instilling values in future generations. For families concerned about how their heirs will use inherited wealth, incentive trusts offer a powerful solution. These trusts allow you to distribute assets based on specific conditions or milestones, such as education, employment, or […]

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Learn how incentive trusts can shape behavior and protect wealth by setting conditions for beneficiaries across generations.

07/13/2026

Estate Planning for Individuals with No Immediate Heirs: Estate planning is important for everyone, not just families with children or surviving spouses. If you don’t have immediate heirs, it’s even more crucial to make clear decisions about where your assets should go after your death. Without a plan, state laws will dictate the outcome, often resulting in your estate passing to distant relatives […]

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Create a thoughtful estate plan when you have no immediate heirs, including charitable giving, trusted beneficiaries, and legacy planning.