Eagle & Fein - July/August 2022

Eagle & Fein - July/August 2022

JULY/AUGUST 2022

E AGLE A ND F EIN . COM

317-726-1714

Eagle & Fein Is Turning 30!

HELP US RAISE $30,000 TO FIGHT ALZHEIMER’S

In early 1992, I lost my job at a local law firm. It was a humbling moment. But when one door closes, another opens — and I turned that loss into an opportunity to start a new practice. Now, in 2022, I get to celebrate that practice’s 30th anniversary. Yes, you read that correctly: Eagle & Fein’s Indianapolis office is turning 30 years old this summer! I can hardly believe it. It seems like just a few years ago that I called up my dad, who was working in business, tax, and estate planning in New York City, and asked him for advice on opening a boutique law firm just like his. I only had one client, but I had plenty of ambition.

When he did, he said, “If you start this firm, you are going to starve for a while, and it will be tough to get going. Why not start as my back-office support?”

My team and I wanted to do something big to celebrate this amazing 30-year journey, so we set out on a quest. We are raising “$30,000 for 30 Years” to benefit the Alzheimer’s Association and fund their search for a cure! The cause is very close to my heart, and you can join us in giving back and making a difference by following the QR code on this page. It feels surreal that losing my job in 1992 led me to this engine of good. I still laugh looking back on that very first conversation with my dad, because it turned out to be a sign of things to come. Later in life, our careers came full circle. Dad retired, and when he called me, there were many times I would have to say, “Dad, I’m a little busy — can I call you back tomorrow?” Right now, I am busy raising money for Alzheimer’s! I hope you and our other clients will help. Open this newsletter to read more about the “$30,000 for 30 Years” fundraiser and get your invitation to our other upcoming Alzheimer’s events. Those include our 30 Year Celebration to raise awareness about Alzheimer’s with a musical performance at Conner Prairie’s Overlook Room on Wednesday, Aug. 31, and the 2022 Walk to End Alzheimer’s on Saturday, Oct. 1, at Carroll Stadium.

We linked my computer with his through the forerunner of email, pcAnywhere (remember when that was cutting-edge technology?) and I officially launched the Indianapolis, Indiana, office of Eagle & Fein in August of 1992. I was both building something of my own and continuing the legacy of the firm my dad, Sidney Eagle, founded in 1964. I was a team of one person (me!) and had an office- sharing arrangement with a tiny work area and a joint conference room. The entrepreneur across the hall and I used to joke that if we had more than one chair each, it would be a mark of success. By that measure, I have definitely succeeded! Today, Eagle and Fein has grown to 11 employees, lots of chairs, and three conference rooms of our own. In the last 30 years, we also grew from serving just one client to taking care of approximately 2,000 clients’ business, tax, and estate planning needs. On top of that, we started two sister companies: Legacy Administration Services, which does all of the accounting and tax work for the estate plans we create, and Inheralink ® (formerly Connect2A), our client estate planning portal. (You can read more about Inheralink ® , the portal’s implementation, and what it means for you inside this newsletter.)

“Brian, I’m a little busy,” Dad told me. “Can I call you back tomorrow?”

“THE CAUSE IS VERY CLOSE TO MY HEART, AND YOU CAN JOIN US IN GIVING BACK AND MAKING A DIFFERENCE BY FOLLOWING THE QR CODE ON THIS PAGE.”

SCAN TO END ALZHEIMER’S

I hope to see you there!

– Brian Eagle 317-726-1714 1

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CONGRATULATIONS, RACHEL! Our Law Clerk Welcomed A Baby Girl

This winter, Eagle & Fein estate planning coordinator Rachel Jones shared beautiful news with our team: She and her husband, Pete, were expecting a baby girl! We celebrated the growing family in mid-April. During one lunch hour, we decorated the office and invited Pete to join us for a baby shower. It was a wonderful gathering. The pair opened gifts for their little girl, and we were over the moon for them both! (If you follow us on Facebook at Facebook.com/EagleandFein , you already saw the photos of the parents-to-be from our shower.) On April 11, 2022, Rachel and Pete welcomed little Isabella Cara Jones into the world. She is by far the cutest and youngest member of the Eagle & Fein firm family, and we are thrilled to

report that both Rachel and the baby are doing well. Rachel left our firm for maternity leave as our estate planning coordinator, but welcoming a baby is not

she plans to continue her career at Eagle & Fein as our law clerk/summer associate preparing estate planning documents, conducting legal research, and supervising estate

plan funding for our clients. If you speak to Rachel, please join us in congratulating her both on her new baby and this big move for her career. We wish her and Pete the best as they begin this new chapter of life together!

the only exciting development in her life right now. In August, she will officially start attending the Indiana University Robert H. McKinney School of Law in Indianapolis! After maternity leave,

New Estate Planning Portal!

INHERALINK ® IS WAITING FOR YOU

Just in case you missed it: We launched a new digital estate planning and administration client portal for all of our Eagle & Fein estate planning clients! The portal is called Inheralink ® (previously Connect2A), and we created it specifically to help you organize and track your estate plan.

secure, protected by encryption and two- factor authentication.

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Collaborate with your advisors.

Simplify administration during a disability or after death.

If this sounds familiar, we may have already discussed it with you at your last annual meeting. Clients who meet with us annually should also have received a letter with a new user ID and password to access Inheralink ® . If you do not have annual meetings scheduled with us and have not received your Inheralink ® user ID and password, there is no need to worry — that information is just a phone call away. Simply contact our office at 317-726-1714 , give us your old Connect2A user ID or the last four digits of your Social Security number, and we will provide you with instructions to access your Inheralink ® account.

With our new portal, you can …

When you feel ready to log into your Inheralink ® estate planning client portal and explore

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Access all of your estate planning documents in one place. Store important information like your emergency contacts, medical history, the location of your physical estate planning documents, and even your funeral and pet care preferences online in a central hub. Collaborate with us to manage, update, and organize your assets, and beneficiaries. Communicate directly with our team through the secure message center online. Rest easy knowing that your >Page 1 Page 2 Page 3 Page 4

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