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Financial independence by 40 is an ambitious but increasingly common...

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

Learn why high-net-worth families benefit from working with a fiduciary advisor who prioritizes...

EP Wealth’s Estate Planner, Kyla Parrino, J.D., shares estate planning strategies to help families...

High-income business owners can lower taxes with strategies like S-Corps, Cash Balance Plans, cost...

EP Wealth’s Michael McGrath CFP®, CLU®, CAP®, shares insights on Charitable Remainder Trusts and...

In times of market volatility, smart tax strategies can turn uncertainty into opportunity. EP...

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...