With the new tax law, we sometimes see that our clients’ estate plans are out of date and could use a review.
That's why Financial Advisor Magazine's Jeff Stimpson reached out to Gary Chan, EP Wealth’s Director of Tax and Estate, to get a better understanding of how often people should review their estate planning documents in his article "With Tax Reform, Wealthy Clients Should Update Estate Plans."
If you have any questions about reviewing your estate plan, you can contact any EP Wealth Advisor as Gary supports every advisor.
The EP Wealth Advisors financial planning process starts with the relationship between you and your financial advisor. How do you value a financial coach? Developing a partnership that ensures we understand your goals lets us help you prioritize and organize your financial decisions—so you can achieve peace of mind and live your life.
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