04.12.2023 Welcome to Eagle & Fein, P.C. This week, we presented the first session of our Estate Planning Fundamentals Series- How and Why to Engage Your Clients in the Estate Planning Process. Check out the full video below! https://vimeo.com/819587120?share=copy ...
04.11.2023 Welcome to Eagle & Fein, P.C. It's Tip Tuesday! Tune in each week as we answer common Estate Planning questions and address misconceptions. Last week we touched on the tax benefits of being an ESOP company- this week we are looking from the perspective of the...
04.07.2023 Welcome to Eagle & Fein, P.C. Do you ever feel like a disorganized mess? There are spreadsheets everywhere, data is inconsistently being input by team members, or you can't find what you need when you need it- I could go on. Attorney and Inheralink® co-founder Brian Eagle...
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...