8500 Keystone Crossing, Suite 555 Indianapolis, IN 46240 317-726-1714 EagleAndFein.com
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INSIDE THIS ISSUE
1.
An Update on Brian’s Epic Baseball Quest
2.
How to Stargaze Like a Pro
Have You Started a 529 Plan Yet?
3.
You Can Become a Published Author!
Grilled Steak Salad With Peaches
4.
An Easy Way to Broach a Tough Topic
The topic of estate planning has probably never come up at your family’s Fourth of July barbecue — it is not exactly small talk! But just because something is difficult to discuss does not mean we should avoid talking about it. In fact, one of the best things you can do for the people you care about is lean into these tough subjects. Why raise the topic? If you have an insight about death, illness, money, or another “taboo” topic that could make someone else’s life easier, sharing it is simply the right thing to do. The more wisdom we pass on to our friends, family, and clients, the better off we are collectively. As the saying goes, “Alone we are smart; together we are brilliant.” This is particularly true when it comes to estate planning! By connecting your friend, family member, or client with our team of estate planners, you can reduce their stress about the future and help them secure a legacy for their kids and grandkids. How to start the discussion. If you feel inspired to introduce Eagle & Fein to your family and friends, the best way to bring up the topic is by sharing your estate planning experience or your experience working with us as an industry partner. Did you recently get an email from us, read something fascinating in our newsletter, or sit down with us for a beneficiary designation checkup? Open the conversation with that story. Next, share what you have learned from our team, what you find most valuable about our service (our purposefully designed plans and our client portal are popular choices), and how we can help your friend, family member, or client. Here are next steps for your friends. When you finish sharing your wisdom, encourage your friend to move forward with their estate planning by calling us at 317-726-1714. We will schedule a complimentary initial meeting with them to answer their questions, learn their goals, and begin changing their life for the better!
TALK TO YOUR FRIENDS ABOUT ESTATE PLANNING
IT’S EASIER THAN YOU THINK!
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