Senior Couple Meeting with Financial advisor.
Senior Couple Meeting with Financial advisor.

Estate Planning: Your lasting impression

The EP Wealth Advisors team works to fulfill your legacy wishes by integrating your objectives into all four steps of our Peace of Mind Planning Model.

Home budgeting

Discover.
We’ll listen to your legacy goals and consolidate all your documents, life insurance policies, retirement plans and other information needed to fulfill them.

Prioritize.
From family and philanthropy to favorite causes, we’ll help you define your legacy.

Implement.
We will collaborate with you and your attorney to update your will, so you have the proper trusts to potentially reduce tax liability and named an executor. This framework will help establish the financial security of your heirs, protect assets from taxes, and direct donations to your most meaningful philanthropic causes.

Monitor.
We can be a resource to advise on financial transactions and ensure that your family and charities benefit from your legacy.

EP Wealth Advisors is not in the business of providing legal analysis or advice. Please consult an attorney regarding all legal matters.

 
contact-us-for-more-information
How can we help?