In the News: EP’s Director of Tax and Estate in Financial Advisor Magazine


With the new tax law, we sometimes see that our clients’ estate plans are out of date and could use a review.

That's why Financial Advisor Magazine's Jeff Stimpson reached out to Gary Chan, EP Wealth’s Director of Tax and Estate, to get a better understanding of how often people should review their estate planning documents in his article "With Tax Reform, Wealthy Clients Should Update Estate Plans." 

If you have any questions about reviewing your estate plan, you can contact any EP Wealth Advisor as Gary supports every advisor.

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