estate-planning

Carrie Sax, CFA, CFP®, shares how to evaluate the cost of a...

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,...

Integrating estate planning into your financial plan can help align investments, retirement, and...