estate-planning

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FEATURED INSIGHT

A Practical Guide to Choosing the Right Financial Advisor for You

Choosing the right financial advisor is one of the most important...

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Do You Need a Trust?

A trust is a powerful estate planning tool that protects your assets and avoids the probate...

Advice for Navigating the Difficulties of Estate Planning as a Family

Brad Owen featured in North County Property Group Blog

Author: Brad Owen

How to Calculate Rental Property Cash Flow

How to Calculate Rental Property Cash Flow The primary aim of investing in real estate is to...

Understanding California Proposition 19: What It Means for California Property Owners

Author: Rhonda Morgan

What It’s Like to Work With EP Wealth Advisors – Completing Your Financial Health Assessment

The Proposal Meeting*: Financial Health Assessment Some investors who have worked with a financial...

Estate Planning Questionnaire: Preparing to Chat with an Estate Planner

There are a number of reasons you might decide to talk to an estate planner. For example, you might...

What It’s Like to Work With a Financial Advisor | EP Wealth Advisors

Shopping for a financial advisor isn’t easy, and some advisors have earned the industry a...