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High-income households often need more than 3–6 months of emergency...

Learn how high-net-worth individuals can reduce gift taxes while supporting family through annual...

Learn how to balance the financial needs of aging parents and children. Explore planning strategies...

Explore strategies for building a retirement income plan—covering taxes, timing, liquidity, and...

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...

Explore tax-smart strategies for retirement withdrawals—from sequencing and RMDs to Roth...

EP Wealth’s Scott Upham, CIMA®, CPWA®, shares how clear communication, updated documents, and...

Learn how tax-loss harvesting can help reduce capital gains exposure and support long-term planning...