Why Work with Cohen Law Firm
We believe that estate planning is about more than simply dotting the i’s and crossing the t’s. It’s really about the peaceful feeling you get when you know that your family will be taken care of once you’re gone.
We Do Things Differently at the Cohen Law Firm
At Cohen Law Firm, we like to think we’re different from most other estate planning and care planning law firms. In fact, we know we’re different. To most people, estate planning means drawing up a will, maybe a trust, too, and calling it a day. But estate planning is so much more than that. It’s about protecting and passing on the things that matter to you. It’s about your family’s well being. It’s about your family’s future. Here are six ways in which we differ:
1. We make the process easy
“Make a will” or “do healthcare power of attorney” and other such items can easily fall to the bottom of your big to-do list. But we promise that after your initial meeting with us, that will change. With a friendly and experienced staff at your disposal to answer questions and guide you through the process, you’ll actually look forward to putting your plan in place.
2. We look at the big picture
Knowing what will happen to your assets in the event of your death is just one aspect of your overall financial wealth and health. We can give you guidance when it comes to other financial and legal issues, such as buying insurance, saving for retirement, and saving for your children’s college tuition.
3. We help you protect and pass on your real legacy
With our Legacy Planning process, we discuss the legacy you’d like to leave behind. Your legacy is not just the money and the assets you’ve accumulated throughout your life, but the intangible things that matter even more. Our attention to these “human assets” is where we differ most, and it’s the most rewarding part of our practice.
4. We keep your family informed
We’ll make sure that the well being of your children is planned for, that your assets are held in the right way, and that everyone named in your plan knows what to do if something happens to you.
5. We keep your plan current
Every estate plan we prepare comes with a free review every three years. For families who choose to take advantage of our Family Wealth VIP Membership Program, the review happens annually. Our goal is to grow with your family as it changes and to keep it protected every step of the way.
6. We offer fixed-fee estate planning
Last but certainly not least! Our fees are fixed and agreed upon in advance so you know exactly what you’re getting: great service, no hidden fees. At the initial meeting, you’ll choose which level of planning and fee works for your family.
If the Cohen Law Firm sounds like the right fit for you and your family, call us today at (267) 297-2952. We are based in Philadelphia and serve families in Philadelphia County, Chester County, Delaware County, Montgomery County, and Bucks County. We look forward to hearing from you.
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