EP Wealth Advisors

Explore tax-efficient gifting strategies—from annual exclusions to...

Discover strategies for building, preserving, and transferring generational wealth. Learn how EP...

Balancing multiple financial priorities can be challenging. Learn how to set clear goals, manage...

Life changes can impact your estate plan. Learn why updating your plan after major events like...

Avoid probate and simplify asset transfers with smart estate planning. Learn how trusts, joint...

Learn how the Social Security Fairness Act affects retirement benefits for public servants by...

With new 401(k) contribution limits for 2025, it’s time to update your retirement plan. Learn just...

For employees of Fortune 500 companies who receive much of their compensation in equity, or for...