Inheralink

05/26/2026

What is a Purposely Designed Organized Plan (PDOP) ?
It is an estate or elder law plan where both the advisor and client have total confidence that asset ownership and beneficiary designations are perfectly aligned with the client's goals. A PDOP ensures your plan isn't just documents—it's a functioning reality. Do you or your clients have a PDOP?

05/25/2026

05/19/2026

What is a Purposely Designed Organized Plan?
It is an estate or elder law plan where both the advisor and client have total confidence that asset ownership and beneficiary designations are perfectly aligned with the client's goals. A PDOP ensures your plan isn't just documents—it's a functioning reality. Do you or your clients have a PDOP?

05/12/2026

What is a Purposely Designed Organized Plan?
It is an estate or elder law plan where both the advisor and client have total confidence that asset ownership and beneficiary designations are perfectly aligned with the client's goals. A PDOP ensures your plan isn't just documents—it's a functioning reality. Do you or your clients have a PDOP?

05/05/2026

04/28/2026

04/10/2026

This week, managing attorney Brian Eagle, traveled to Milwaukee for the 2026 NCEO Conference! Brian served as moderator for the ESOP Trivia Challenge where three subject-matter experts led categories aligned with their areas of expertise: corporate finance, ESOP trust strategy, and valuation Insights. Reach out to Eagle & Fein for your business transaction needs!