estate-planning

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...

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,...