You already know that our team here at Eagle & Fein is your go-to resource for all things estate planning. But now, if you would like to learn more about the process and level up your expertise for your clients, we can help with that, too! Throughout the year, the Eagle Wealth Planning Institute hosts a series of educational workshops focused on estate planning fundamentals. This educational series will provide you with the tools you need to assist your clients in creating and maintaining estate plans that accomplish their long- term goals. After completing all four workshops, you will be inducted into the institute and invited to attend exclusive events. Here is a rundown of the topics we will cover. HELPING YOUR CLIENTS PLAN FOR THEIR DISABILITY — TUESDAY, NOV. 3, 2020 Inevitably, clients will transition from healthy to unhealthy, and how organized this process is depends on them. Once they realize how important it is to plan for their end-of-life care, you can work together to implement a strategy. The sooner a plan is implemented, the sooner they can qualify for government benefits. We will look closer at the qualification process for such benefits. HOW & WHY TO ENGAGE YOUR CLIENTS IN THE ESTATE PLANNING PROCESS — TUESDAY, FEB. 2, 2021 In this workshop, you will learn why proper planning is essential to give clients and their survivors the security and financial benefits they desire. We will examine how a trust-based plan and an awareness of the different types of estate planning tools can help you customize your clients’ plans while also providing privacy from the probate courts. Are You Ready to Level Up Your Estate Planning Expertise?
SUDOKU
Easy Stuffed Sweet Potatoes
Who says a loaded potato has to clog your arteries? In this healthy version that serves four, a sweet potato base is topped with fiber-rich bean salsa.
INGREDIENTS
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4 medium sweet potatoes 1 15-oz can black beans, drained and rinsed 2 medium tomatoes, diced
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1 tsp coriander
USES OF LIFE INSURANCE IN ESTATE PLANNING — TUESDAY, MAY 11, 2021
3/4 tsp salt
1/4 cup sour cream 1/4 cup fresh cilantro, chopped
We will address advanced planning options, specifically how establishing an irrevocable life insurance trust (ILIT) can give your clients the option to plan gifts without unnecessary tax consequences. These perks include accumulating assets outside of a taxable estate, avoiding income tax on the accumulated funds, creating a source of liquidity, and protecting them from the claims of creditors. BENEFICIARY DESIGNATIONS AND PLANNING CONSIDERATIONS FOLLOWING THE SECURE ACT — TUESDAY, AUG. 3, 2021 In this workshop, you will learn how the 2020 election and subsequent tax legislation will affect estate planning for tax considerations. We will examine how connecting the appropriate beneficiary designation with the desired pattern of assets under management will assist in saving resources for your client’s legacy. Addressing and knowing these planning strategies make you irreplaceable when it comes to helping a client establish a comprehensive estate plan and fulfill their planning goals.
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1 tbsp olive oil
1 tsp cumin
DIRECTIONS
1. With a fork, prick each sweet potato a few times. Microwave the potatoes on high 12–15 minutes, or until cooked through.
2. In a microwave-safe bowl, combine the beans, tomatoes, olive oil, cumin, coriander, and salt. When the potatoes are done, microwave the mixture on high for 2–3 minutes. 3. Cool potatoes slightly, then cut each potato open lengthwise. Pull the halves apart to create space to spoon the warm bean salsa inside.
4. Add a scoop of sour cream to each potato, garnish with cilantro, and serve!
To learn more about any of these workshops or register for the series, contact Melissa Claycomb at 317-726-1714 or MClaycomb@eagleandfein.com.
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317-726-1714
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