estate-planning

Catch-up contribution limits are changing for 2026. Learn how...

Key financial, tax, and estate decisions follow the loss of a spouse in retirement. Find practical...

These strategies for teaching financial responsibility to the next generation can help...

EP Wealth’s Dallin Cutler, CFP®, shares how business owners can align succession planning with...

EP Wealth’s Stephanie Richman, CFP®, shares key estate planning strategies for blended families,...

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...