estate-planning

Learn how luxury real estate may fit into a high-net-worth portfolio,...

Read our in-depth guide covering estate planning strategies that may potentially help reduce taxes...

An ILIT may help reduce estate taxes, provide liquidity, and support multigenerational wealth...

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,...