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LGBTQ+ Financial Planning Guide
FINANCIAL AND ESTATE PLANNING FOR THE LGBTQ+ COMMUNITY
Planning for a secure financial future can be a complex process for any individual or family. New and changing laws, intricate family structures, and other factors can make the process challenging for members of the LGBTQ+ community. At EP Wealth Advisors, we’re committed to ensuring everyone has the knowledge, resources, advice, and assistance they need to make smart choices for their future. Take action and download our guide today – where we’ll highlight: Estate Planning, Considerations for Children, Asset Titling, Planning for Later Life …and more.
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.
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