11 Jun Tip Tuesday
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 your assets and in what proportions?
2. Selecting an executor: Who will be responsible for managing your estate and ensuring your wishes are carried out?
3. Designating a power of attorney: Who will make financial and healthcare decisions on your behalf if you become incapacitated?
4. Creating a healthcare directive: What medical treatments do you want or not want if you are unable to communicate your wishes?
5. Establishing a trust: Do you want to set up a trust to protect your assets and provide for your loved ones?
By thinking through these decisions and discussing them with your attorney, you can create a comprehensive estate plan that reflects your wishes and protects your legacy. Don’t wait until it’s too late – start planning for the future today. #EstatePlanning #LegacyPlanning #ProtectYourAssets
Is there a question you would like to have answered? Let us know!
