estate-planning

EP Wealth's Adam Fein and Joseph Palumbo are wealth advisors for pro...

Learn how dynasty trusts can support multi-generational wealth planning, offer tax efficiencies,...

Learn how high-net-worth individuals can reduce gift taxes while supporting family through annual...

Explore how asset protection trusts may help safeguard wealth from legal risks and support...

EP Wealth’s Rich DeRafelo, CFP®, shares how families can prepare the next generation to manage...

EP Wealth’s Scott Upham, CIMA®, CPWA®, shares how clear communication, updated documents, and...

Thinking about a revocable living trust? Learn how it can support your estate plan with privacy,...

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...