Don’t leave your legacy to chance. There is more to estate planning than designating beneficiaries and creating a will. Make sure you have a plan to efficiently transfer your wealth, and that your loved ones have the knowledge they need to manage the inheritance you plan to leave them.

EP Wealth’s free downloadable guide 3-Steps to Help Prepare the Next Generation will provide you with:

  • How to give strategically to potentially maximize your estate in tandem with managing tax consequences
  • Ways to educate your loved ones on responsible money management financial management (and when to begin)
  • Communication tips to share your experiences – so your family can learn from your mistakes and corrections

If you have $500,000 in investable assets, complete the form to get your copy of the guide, and request a complimentary meeting with an EP Wealth Advisor.

EP Wealth Head office

About EP Wealth Advisors

Since 1999, EP Wealth has helped individuals, families, and businesses manage their decisions with dollar signs. With 36+ offices across the U.S., we bring a breadth of resources to every client engagement, so you have the support, guidance, and expertise available to help build a bright financial future. Our fee-only approach means we are objective in our investment recommendations. We are also a fiduciary, meaning we are required to make decisions in your best interest. And we wouldn’t have it any other way.

Barrons Top RIAs 2023 500x800 231030 v1 (002)
As seen in:


**Investable assets include your IRA, Roth IRA, 401(k) or other investment accounts (and does NOT include your home or other real estate holdings).

By providing your email and phone number, you agree to EP Wealth Advisors’ terms and privacy policy, and consent to receive marketing phone calls, texts, and emails. Message frequency varies and message and data rates may apply. We keep your information confidential and will never sell your data.

EP Wealth Advisors (“EPWA”) makes no representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information presented in this report. EPWA has used its best efforts to verify data included in this report. The information presented was obtained from sources deemed to be reliable. However, EPWA cannot guarantee the accuracy or completeness of the information offered. All expressions of opinion are subject to change without notice. Information presented is general in nature and should not be viewed as a comprehensive analysis of the topics discussed. It is intended to serve as a tool containing general information that should assist you in the development of subsequent discussions with the appropriate professionals. Content does not involve the rendering of personalized investment advice nor is it intended to supplement professional individualized advice. Always consult a tax and legal professional prior to implementing any of the strategies referenced here. Hiring or working with an investment advisor or financial planner and/or establishing a financial plan do not guarantee investment success, and do not ensure that a client or prospective client will experience a higher level of performance or results. All investment and financial planning strategies are subject to profit or loss. The risk of investment loss can never be eliminated.