04.06.2023 Welcome to Eagle & Fein, P.C. In addition to our Estate Planning Fundamentals series, the second series we present on is Business Succession Planning! Join us on May 2, 2023 for "Preparing the Business for Succession." This first workshop in the four-part series is designed to provide...
04.05.2023 Welcome to Eagle & Fein, P.C. Mark your calendar for April 24, 2023 at 3:00 p.m. EST! Attorney and co-founder Brian Eagle is hosting a live Demo and Q&A Session (via Zoom) to answer any and all questions you have about Inheralink! RSVP Here: https://share.hsforms.com/1Tli_uK50RMqzZ3L_uKv4rQcc1e3 ...
04.04.2023 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?...
03.22.2023 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...