11 Mar Brian A. Eagle Presents on Estate Planning Hot Topics for the Financial Planning Association of Greater Indiana
INDIANAPOLIS – Friday, March 12, 2021, Brian A. Eagle, Managing Attorney, will be presenting at the virtual quarterly meeting of the Financial Planning Association (“FPA”) of Greater Indiana. Brian’s presentation will take place from 9:55 to 11:35 a.m. and is titled “The Top 5 Hot Topics in Estate Planning for 2021. “
Brian’s presentation will focus on the proposed legislation of the Biden Administration. The new legislation has the potential to produce enhanced tax consequences on both a client’s estate and financial legacy. The presentation will introduce strategies to members of the FPA that will address a client’s desire to provide for their surviving spouse, heirs, and legacy. The focus is to equip advisors with tools to implement plans that address the client’s estate planning goals while balancing the tax consequences caused by the plan implementation.
The Financial Planning Association of Greater Indiana is a community of financial planners in the state of Indiana, that fosters the value of financial planning along with advancing the practice and profession of financial planning through professional growth, networking, education, and mentoring. To learn more about the Financial Planning Association, please their website at www.financialplanningassociation.org.
For nearly 30 years, Eagle & Fein, P.C. has served the Hoosier state in accomplishing our client’s goals and objectives they have for themselves, their families, and their privately-held businesses in fulfilling their elder law, estate planning, and business planning needs from the beginning of the process until the client’s goals are carried to their completion.