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 advisor and received a proposal before have noted that, while they were given the feeling they were being heard, this didn’t ultimately mean they actually had been listened to.

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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 be an adult child trying to get your parents’ affairs in order. Or you might be a parent yourself who’s trying to take the steps to look after your spouse and kids no matter what happens. You also might decide to talk to an estate planner because you are a grandparent, aunt, or uncle and want to protect the well-being of your extended family.

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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 less-than-stellar reputation. So we understand why, as an investor, you might be wary of salespeople with expensive products to pitch and doubt that the advice given really applies to you. That’s why we structured EP Wealth Advisors as a fee-only firm whose status as a fiduciary means we do not receive financial incentives when recommending investment products, and we are required to put your interest before our own. In addition to explaining these benefits to prospective clients, we wanted to be able to demonstrate them. To do this effectively,  we have created a Financial Health Assessment. It’s a transparent, two-meeting process* geared to inform and educate you on the realities of the markets, financial planning, and establish the foundation for a trusting relationship with an EP Wealth Advisor.

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With the new tax law, we sometimes see that our clients’ estate plans are out of date and could use a review.

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Basics of Estate Planning: A Checklist for More Than Just a Will

Author: Gretchen Caldwell

Estate Planning is the term often used in financial circles for planning for what happens after we die or if we become incapacitated. There are two big problems with the term "estate planning". The first problem is most people don't consider themselves to have an estate and as such they don't think estate planning is for them. The truth is we all have affairs that must be dealt with when we die and estate planning simplifies that process for our family members.  The second problem is that most people only think of planning what happens if they die. We must also include planning for what we want to happen if we are incapacitated and can't make decisions for ourselves - think if you are in a car accident and end up in a coma.

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