estate-planning

Diversification plays a key role in managing investment risk. Learn...

Integrating estate planning into your financial plan can help align investments, retirement, and...

EP Wealth’s Estate Planner, Kyla Parrino, J.D., shares estate planning strategies to help families...

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

Explore tax-efficient gifting strategies—from annual exclusions to trusts—to help manage estate tax...

Explore advanced strategies to help manage estate taxes when transferring wealth. Learn how trusts,...

EP Wealth’s Adrian Larson shares how to help prepare the next generation for responsible...

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

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