The Law Offices of Juliet Cohen, P.C.

The Law Offices of Juliet Cohen, P.C. Protecting what New York families have spent a lifetime building, for over a decade. Wills, trusts, Medicaid planning & probate.

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The Role of Dynasty Trusts in Generational Wealth Preservation: Building and preserving wealth across multiple generatio...
09/07/2026

The Role of Dynasty Trusts in Generational Wealth Preservation: Building and preserving wealth across multiple generations is a complex challenge that requires careful planning. Dynasty trusts offer a powerful solution for families looking to safeguard their assets, minimize taxes, and ensure financial stability for future generations. These trusts are specifically designed to maintain wealth over an extended period, allowing families to create a lasting […]

The post The Role of Dynasty Trusts in Generational Wealth Preservation appeared first on Law Offices of Juliet Cohen, P.C..

Learn how dynasty trusts can protect and preserve generational wealth, ensuring financial stability and a legacy for future generations.

The Role of Digital Executors in Modern Estate Planning: In today’s digital age, estate planning has expanded beyond tan...
09/07/2026

The Role of Digital Executors in Modern Estate Planning: In today’s digital age, estate planning has expanded beyond tangible assets like real estate and financial accounts. With the proliferation of online accounts, digital assets, and virtual identities, managing your online presence after your death has become a critical aspect of estate planning. A digital executor can play a vital role in ensuring your digital […]

The post The Role of Digital Executors in Modern Estate Planning appeared first on Law Offices of Juliet Cohen, P.C..

Learn how appointing a digital executor can protect your digital assets and ensure your online legacy is preserved as part of modern estate planning.

Leveraging Education Trusts for Children and Grandchildren: Education is one of the most significant investments you can...
09/07/2026

Leveraging Education Trusts for Children and Grandchildren: Education is one of the most significant investments you can make in your children’s and grandchildren’s futures. Incorporating education trusts into your estate plan allows you to fund academic pursuits while ensuring that the assets are protected and used as intended. Education trusts provide a structured and tax-efficient way to help your loved ones achieve […]

The post Leveraging Education Trusts for Children and Grandchildren appeared first on Law Offices of Juliet Cohen, P.C..

Education trusts can fund academic goals while protecting assets. Discover their benefits, setup tips, and integration into estate planning.

Navigating Estate Planning After Winning the Lottery or Receiving a Windfall: Sudden wealth from winning the lottery, re...
09/07/2026

Navigating Estate Planning After Winning the Lottery or Receiving a Windfall: Sudden wealth from winning the lottery, receiving an inheritance, or benefiting from a financial windfall can be both an exciting and overwhelming experience. While the immediate reaction might be to enjoy the newfound wealth, managing it responsibly is crucial to ensure long-term financial security. Without a solid plan, the risks of overspending, excessive taxes, and […]

The post Navigating Estate Planning After Winning the Lottery or Receiving a Windfall appeared first on Law Offices of Juliet Cohen, P.C..

Learn how to manage sudden wealth with estate planning strategies, including trusts, tax planning, and securing your financial future.

Estate Planning for Families with Estranged Members: Estate planning is deeply personal, and it becomes even more comple...
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 […]

The post Estate Planning for Families with Estranged Members appeared first on Law Offices of Juliet Cohen, P.C..

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

Planning for Retirement Accounts in Estate Planning: Retirement accounts, such as 401(k)s, IRAs, and Roth IRAs, often fo...
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 […]

The post Planning for Retirement Accounts in Estate Planning appeared first on Law Offices of Juliet Cohen, P.C..

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

Estate Planning for Collectors: Protecting Valuable Collections: For collectors, the items they acquire often carry sign...
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 […]

The post Estate Planning for Collectors: Protecting Valuable Collections appeared first on Law Offices of Juliet Cohen, P.C..

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

Estate Planning and Baseball: Every state that recognizes trusts as legal entities imposes fiduciary duties upon the Tru...
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.

The post Estate Planning and Baseball appeared first on Law Offices of Juliet Cohen, P.C..

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...

Creating a Legacy Through Family Foundations: For high-net-worth individuals, establishing a family foundation is a mean...
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 […]

The post Creating a Legacy Through Family Foundations appeared first on Law Offices of Juliet Cohen, P.C..

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

Estate Planning for Parents Who Have Children from Multiple Marriages: Estate planning can be complex for blended famili...
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 […]

The post Estate Planning for Parents Who Have Children from Multiple Marriages appeared first on Law Offices of Juliet Cohen, P.C..

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

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105-19 Metropolitan Avenue
Queens, NY
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