EP Wealth Advisors

High-income households often need more than 3–6 months of emergency...

Key Person Insurance can help businesses protect operations, relationships, and succession plans if...

Read our in-depth guide covering estate planning strategies that may potentially help reduce taxes...

Business owners have until October 1 to set up a new SIMPLE 401(k) plan, allowing employees to make...

An ILIT may help reduce estate taxes, provide liquidity, and support multigenerational wealth...

High-net-worth individuals weighing lump sum or monthly pension options should consider the impact...

Downsizing in retirement isn't just about saving money. Learn how high-net-worth households can...

High-net-worth individuals often need more than standard coverage. Learn insurance strategies for...

Business owners face unique retirement planning challenges. Learn how to manage taxes, income,...