03.22.2023 Welcome to Eagle & Fein, P.C. Are you creating Purposely Designed Organized Plans with Inheralink? I know you might still have a few questions about Inheralink and how it is the perfect companion to your document creation system. Co-founder Elizabeth Lambert sat down with Kendra Barackman to answer...
03.21.2023 Welcome to Eagle & Fein, P.C. It's Tip Tuesday! Tune in each week as we answer common Estate Planning questions and address misconceptions. We are switching gears to ESOPs for the next few weeks of Tip Tuesdays! Is there a question you would like to have answered?...
03.20.2023 Welcome to Eagle & Fein, P.C. The Eagle Wealth Planning Institute, Powered by Inheralink® is starting up again with our first session on April 4! We would love for you to join us as we discuss "How and Why to Engage Your Clients in the Estate...
03.17.2023 Welcome to Eagle & Fein, P.C. The Eagle Wealth Planning Institute is pleased to present to you our March ESOP Spotlight. This month, we teamed up with Jackie Salmon who has over 30 years of experience with ESOPs! Jackie was an ESOP National Practice Leader for many years...
03.15.2023 Welcome to Eagle & Fein, P.C. What makes your estate planning services stand out in the crowded marketplace? We are diving deep into Inheralink and focusing on how you can create Purposely Designed Organized Plans™ to instill comfort and confidence in your clients that their wishes are being met. We...
03.14.2023 Welcome to Eagle & Fein, P.C. It's Tip Tuesday! Tune in each week as we answer common Estate Planning questions and address misconceptions. Here is the final tip about irrevocable trusts! Is there a question you would like to have answered? Let us know by contacting Kendra...
03.08.2023 Welcome to Eagle & Fein, P.C. If you are at the 2023 Indiana Spring ESOP Conference, stop by our table and say hi! Brian Eagle will be presenting with a group at 2:15 p.m. on Current Issues Impacting ESOP Valuations! Eagle & Fein is a proud sponsor...
03.07.2023 Welcome to Eagle & Fein, P.C. It's Tip Tuesday! Tune in each week as we answer common Estate Planning questions and address misconceptions. Are you really relinquishing total control with an irrevocable trust? Is there a question you would like to have answered? Let us know by...
03.01.2023 Welcome to Eagle & Fein, P.C. On March 8, the Indiana Spring ESOP Conference will be taking place! Eagle & Fein is a proud sponsor of the Indiana ESOP Association and our attorneys are excited to add more tools to their toolbox to better care for...
03.01.2023 Welcome to Eagle & Fein, P.C. We are excited to share our Firm Newsletter with you! For the March/April issue, we are featuring the following articles: 5 Steps to Peace of Mind in Scary Times This New Legislation Will Impact Your Retirement Tips for Avoiding Credit Card Debt Click...