#estateplanning Tag

Welcome to Eagle & Fein, P.C.  While the Trustmaker is alive, the Trustee has a fiduciary duty to uphold the purpose of the trust and maintain the trust for the interest of the Trustmaker and future beneficiaries. While the Trustmaker is incapacitated, key Trustees duties include: (1)...

Welcome to Eagle & Fein, P.C.  Have you ever wondered what a Trustee is and how they are involved in a Trust? A Trustee is the person appointed by the Trustmaker to manage the property and assets of the trust. This role comes with a fiduciary...

Welcome to Eagle & Fein, P.C.  🌟 Planning for the future is important, especially when you have a child with a disability or special needs. One key aspect to consider is including provisions for their care in your Estate Plan. This ensures that your child will...

Welcome to Eagle & Fein, P.C.  When it comes to creating an estate plan for your loved ones, especially non-spouse beneficiaries like children or grandchildren, there are several important factors to consider.First and foremost, it's crucial to clearly outline your wishes and intentions in a legally...

Welcome to Eagle & Fein, P.C.  Are you creating an estate plan for the first time and feeling overwhelmed by the decisions you need to make? When meeting with an Estate Planning Attorney, be prepared to discuss key decisions such as: 1. Choosing beneficiaries: Who will inherit...

Welcome to Eagle & Fein, P.C.  Is it time to update your trust or will? Life circumstances change and it's important to make sure your estate planning documents reflect your current situation. Here are a few key times to consider scheduling an appointment with your attorney: 1....

Welcome to Eagle & Fein, P.C.  When do most people think an estate plan should be made? Is there a question you would like to have answered? Let us know! ...

Welcome to Eagle & Fein, P.C.  Don't wait to plan until you're in crisis mode! Is there a question you would like to have answered? Let us know! ...