Author: Elizabeth Lambert

On Tuesday, November 7th, 2017, the Eagle Wealth Planning Institute inducted Patrick Daniels and Keith Waterman as fellows into the institute. Patrick and Keith were both presented with an engraved induction award and are each invited to the biannual Eagle Wealth Planning Institute Roundtable...

Zach Eagle, Brian’s son, raced at the Ironman Louisville on October 15, 2017. Congratulations to Zach as he finished 1st in the 18-24 age group, and will head to Kona, Hawaii next October to compete at the Ironman World Championships! To read more about Zach’s...

On September 27, 2017, the Trump Administration, the House Committee on Ways and Means, and the Senate Committee on Finance released a long-awaited tax proposal, titled the Unified Framework for Fixing Our Broken Tax Code (the Unified Framework).1 The Unified Framework proposes to repeal of the estate...

On Tuesday, August 8, 2017, the Eagle Wealth Planning Institute inducted Stacia Winteregg as a fellow into the institute. For her accomplishment, Stacia was presented with an engraved award and is now invited to the biannual Eagle Wealth Planning Institute Roundtable events. Eagle Wealth Planning Institute...

On Tuesday, May 16, 2017, The Eagle Wealth Planning Institute inducted Mark Findling of Charles Schwab and Matthew Rice of RiverPoint Capital Management. Mr. Findling and Mr. Rice achieved this fellowship by attending all four of the Eagle Wealth Planning Institute's Estate Planning Fundamentals classes....

On April 28, 2017, Horizons Salisbury in Maryland hosted their 1st Annual Signature Roast Event. At this event, Harlan Eagle, brother to Brian Eagle, was honored for his accomplishments within the community. All proceeds went to benefit Horizons Salisbury's 2017 Summer Learning Program. The event was...

We are excited to announce the formation of the 80/20, Inc.'s ESOP plan. Attorney Brian A. Eagle played a crucial role in the implementation of this ESOP by serving as trustee. An ESOP is an employee benefit plan that provides a solution to owners to transfer...

On Sunday, April 2, 2017, Brian Eagle's niece, Mallory Eagle, wed Matthew Eversman. The couple married in Maryland where they reside. Congratulations to both the bride and groom, and to the Eagle and Eversman families. Eagle & Fein, P.C. wishes The Eversman's the best as they...

Eagle & Fein, P.C.'s newest associate attorney, Philip A. Gordon, will attend the upcoming ElderCounsel Immersion Camp. The camp will be held Wednesday, February 22, 2017 - Friday, February 24, 2017 in Las Vegas, NV. During this intensive camp, Philip will learn the in depth rules of elder...