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    Female Certified Divorce Financial Analyst (CDFA) meeting with a senior woman in a modern wealth management office, discussing financial planning and divorce-related financial decisions.

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    Financial Planning Before Divorce: How A CDFA® Can Help You

    EP Wealth Vice President, Advisor, Kathy Costas, CDFA®, explains how...

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    Aligning Financial Plans with Charitable Goals
    Aligning Financial Plans with Charitable Goals

    Learn how charitable giving can reflect your values while supporting long-term planning across...

    How to Manage Tax Deductions with Charitable Contributions
    How to Manage Tax Deductions with Charitable Contributions

    Charitable contributions can support causes you care about while offering potential tax benefits....

    How Charitable Remainder Trusts Serve Legacy and Family
    How Charitable Remainder Trusts Serve Legacy and Family

    EP Wealth’s Michael McGrath CFP®, CLU®, CAP®, shares insights on Charitable Remainder Trusts and...

    Incorporating Charitable Goals into Your Estate Plan
    Incorporating Charitable Goals into Your Estate Plan

    Include charitable giving in your estate plan to support meaningful causes and potentially reduce...

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