Eagle & Fein - March/April 2024

8500 Keystone Crossing, Suite 555 Indianapolis, IN 46240 317-726-1714 EagleAndFein.com

PRST STD US POSTAGE PAID BOISE, ID PERMIT 411

INSIDE THIS ISSUE

1.

Embrace the Habit of Lifelong Learning Through Reading

2.

Trace the Roots of Modern Tax Practices

3.

How to Make and Play With Slime

Sesame Garlic Ramen

4.

Overcome Procrastination for Your Family’s Future

Now is the time to get started. 2026 will bring changes to estate tax laws — reviewing and updating your estate plan is even more critical. Doing so allows you to maximize your control over your assets, provide for your family, and minimize tax burdens and legal fees. For those who have yet to review their estate plan, now is the time to schedule a meeting with our team. We’re here to help you create a purposefully designed plan that aligns with your goals and values. Our mission is to support you and your family throughout the estate planning process, ensuring that every detail is in place for your peace of mind. If you’re ready to review your estate plan and create a Purposely Designed Organized Plan, you can call our office or contact Jasmine Burris at jburris@eagleandfein.com to get started. Your future and the security of your loved ones are too important to procrastinate any longer.

If you didn’t know, National Procrastination Week is observed during the first two weeks of March and serves as a gentle nudge for us to tackle tasks we may have been putting off. For many, estate planning falls into this category! At our firm, we recognize the importance of addressing these delays and genuinely commend those actively reviewing their estate plans regularly.

Why do people procrastinate on estate plans?

Updating your estate plan is crucial, not just during National Procrastination Week but throughout the year. One common reason for procrastination in estate planning is the belief that there’s always time to address it later. Many people also mistakenly think that those simple DIY trust and will kits provide adequate protection, leading to further procrastination. Of course, another common factor contributing to why so many people delay creating or updating an estate plan is the discomfort surrounding topics like death and incapacity. However, preparing for the unexpected is a choice that provides peace of mind and ensures your wishes are carried out as intended. While it may seem like it’s never a good time, now is the time!

THE COST OF WAITING

– Brian Eagle

REVIEW OR CREATE YOUR PLAN TODAY

FOR PEACE OF MIND TOMORROW

EagleandFein.com

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