estate-planning

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...

Avoid probate and simplify asset transfers with smart estate planning. Learn how trusts, joint...

A trust is a powerful estate planning tool that protects your assets and avoids the probate...