05.19.2023 Welcome to Eagle & Fein, P.C. The Eagle Wealth Planning Institute is pleased to present to you our May ESOP Spotlight. This month, we teamed up with Andy Manchir! Andy is a partner in Katz, Sapper & Miller’s Valuation and ESOP Services Groups. Brain Eagle sat down with...
05.17.2023 Welcome to Eagle & Fein, P.C. There is a new face around the firm! We would like to welcome: Leslie Moore, as the Annual Meeting Coordinator/Estate Administrator. Leslie joins Eagle & Fein, P.C. as the Annual Meeting Coordinator/Estate Administrator. In this role, Leslie assists in all aspects...
05.16.2023 Welcome to Eagle & Fein, P.C. It's Tip Tuesday! Tune in each week as we answer common Estate Planning questions and address misconceptions. If you, your spouse or parents are transitioning to a nursing home soon, here are some important questions that we think should be...
05.12.2023 Welcome to Eagle & Fein, P.C. Brian A. Eagle, Managing Attorney, will be presenting at the May 2023 meeting of the Financial Planning Association (“FPA”) of Greater Indiana. Brian’s presentation will be about "Beneficiary Designations and Planning Considerations Following the SECURE Act." The Financial Planning Association of...
05.10.2023 Welcome to Eagle & Fein, P.C. Springtime is a good time for applying effort to something that we may otherwise not have the energy for and estate planning seems to be one of those things people put off. Treat it like spring cleaning for your legal...
05.09.2023 Welcome to Eagle & Fein, P.C. It's Tip Tuesday! Tune in each week as we answer common Estate Planning questions and address misconceptions. As we age, thoughts of nursing homes, long-term care, home health, etc., come up. These decisions don't have to be scary or stressful-...
05.08.2023 Welcome to Eagle & Fein, P.C. This week, we presented the first session of our Business Succession Planning series- Preparing the Business for Succession! Check out the full video below! https://vimeo.com/823128303?share=copy ...
05.02.2023 Welcome to Eagle & Fein, P.C. It's Tip Tuesday! Tune in each week as we answer common Estate Planning questions and address misconceptions. This is a concern that is always in most of our minds- don't wait to plan! Is there a question you would like to...
05.01.2023 Welcome to Eagle & Fein, P.C. We are excited to share our Firm Newsletter with you! For the May/June issue, we are featuring the following articles: Join Me For a Summer of Learning! Invest Smarter in 4 Simple Steps A Safe Banking Tip for Business Owners Click below to...
04.20.2023 Welcome to Eagle & Fein, P.C. We are so proud of Zach Eagle for completing the 2023 Boston Marathon with a time of 2:44- a personal best! Zach has plans to run a 50 mile race and 100 mile race later this year. We wish him...