Boca Raton & West Palm Beach Estate Planning & Probate
Estate & Asset Preservation Planning
Life is Complicated. Estates do not have to be.
As part of the planning practice, Shari B. Cohen counsels clients about the impact of federal taxes on the transfer of property during life or upon death and assists clients in transferring their accumulated wealth to their intended beneficiaries at the lowest tax cost, which includes income, estate, gift and generation-skipping transfer tax planning. Shari Cohen prepares wills, revocable and irrevocable trust agreements, including special needs trusts, powers of attorney, medical powers of attorney, “living wills,” and non-judicial modification agreements and deed transfers. Shari B. Cohen provides guidance to clients on the use of charitable gifts, lifetime gifts, and life insurance to accomplish their estate planning goals.
As part of the asset preservation planning process, she determines the solvency, evaluates the liability insurance coverage; and implements asset preservation planning techniques for the benefit of the client. Shari B. Cohen also coordinates with other professionals involved in the estate and asset preservation planning process, including accountants, life insurance professionals, financial planners, and corporate trust departments. Contact our experienced Boca Raton & West Palm beach estate planning & probate attorney today.
Benefits of a Living Trust
- Avoids Probate
- Prevents court control upon incapacity
- Prevents court control of minor’s inheritance
- Provides privacy
- Quick distribution of assets
- Difficult to contest
- Easy to set up and maintain
- Peace of mind
Probate & Trust Administration
Probate and estate and trust administration focuses on marshaling, securing, coordinating and finalizing one’s financial affairs after their death. Shari B. Cohen counsels personal representatives (executors) of the estates and assists them in the administration of estates and counsels trustees of the trusts of deceased persons. She assists in the preparation of federal estate and generation-skipping transfer tax returns, along with accountants. In addition, Shari B. Cohen provides post-mortem planning that can have a significant impact on an estate or trust. Shari B. Cohen has extensive experience in probate matters, and appears on a regular basis in the county probate courts in Florida in estate administration matters.
Contact Our Boca Raton & West Palm Beach Estate Planning & Probate Attorneys Today
We strive to provide you with a customized plan to fit your individual needs. Please contact us to discuss your estate planning goals. We offer a free 45 minute consultation for new clients.