"Our 2025–2028 Strategic Plan recommits us to what makes NAPFA exceptional--putting clients first, supporting professional growth, and fostering a deeply collaborative community," said Natalie Pine, CFP®, ChSNC®, NAPFA Board Chair. EPWA professionals prepare an Action Plan and coordinate with outside, unbiased, confidential drafting attorneys. A trust financial advisor at EP Wealth can offer ongoing guidance as you communicate your plans to family members, helping to navigate sensitive topics with professionalism and care. This might include walking through your trust structure with future trustees, or simply sharing your rationale with adult children in advance. At EP Wealth, we help clients look beyond business operations and address how ownership, liquidity events, or leadership transitions affect their personal financial and estate goal
Over 2,000 Investors and Families Served That transparency is a hallmark of fiduciary care—and for many clients, it’s well worth the value delivered. This duty extends beyond investment choices; it influences how conflicts of interest are handled, how advice is communicated, and how your long-term goals are supported over time. For 40 years, NAPFA has been the standard bearer for Fee-Only, fiduciary financial advisors advocating for high professional and ethical standards. It means no commission based investment products. Where shown, performance information presented is that which has been calculated and presented by an unaffiliated third-party manager. Tip: Always ask a prospective advisor, "Do you operate as a fiduciary at all times?" Therefore, the performance could be incorrect, overstated or not reflective of actual inheritance planning support trading of client funds. Semi-Annual Chart Pack Where shown, performance information presented is that which has been calculated and presented by an unaffiliated third-party manager. Weekly Insights/Qtrly & Annual Outlook The indexes presented are unmanaged portfolios of specified securities and do not reflect any initial or ongoing expenses nor can it be invested in directly. Lower rated securities are subject to greater credit risk, default risk, and liquidity risk. Fixed income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications and other factors. Any recommendation, opinion or advice regarding securities or markets contained in such material does not reflect the views of Verdence Capital, and Verdence Capital does not verify any information included in such material. When Should You Work with a Fiduciary Financial Adviso
Estate planning can become more complex in situations that involve blended families, estranged heirs, children from prior marriages, or unmarried partners. At EP Wealth Advisors, we offer tax planning services that are key to estate planning, including potentially minimizing any tax burden for your heirs. As a first step, EP Wealth advisors will provide a one-on-one financial health assessment to determine the overall state of your inheritance planning support finances. Should you die before your children reach age 18, you can name a guardian in your estate plan if their other parent cannot care for them. Preparing for your wealth transf
Schedule your consultation with our New York Estate Planning Lawyer New York's revised Fiduciary Access to Digital Assets Act gives your designated agent access to digital property, but only if you've properly documented these assets and authorized access. Your estate plan is only effective if your family knows what assets exist and how to access them. This lack of flexibility requires careful planning with an elder law attorney who understands both Medicaid regulations and estate planning strategies. This strategy is particularly effective for families wanting to help adult children with home purchases, education costs, or other expenses. Cultural and religious traditions may influence end-of-life care preferences, and documenting these wishes prevents family conflicts and ensures your values are respected. When you structure your estate to bypass the probate process, you ease the administrative burden on your family and give them peace of mind during a difficult time. To avoid probate, it’s critical to transfer title to all your assets, now and in the future, to the trust. Indeed, for larger, more complicated estates, a living trust (also commonly called a "revocable" trust) generally is the most effective tool for avoiding probat
In doing so, you can increase the likelihood they will choose your practice as they develop careers, portfolios, and advice needs of their own. Just as your client’s financial plan is crucial to controlling investments while they are living, an estate plan is crucial to ensure control of their legacy upon their death or incapacitation. Use our expert resources to help advise clients on the best way to preserve their wealth and legacy, while minimizing the impact of estate taxes on future generations. We are a committed group of financial planners who continuously strive to provide financial planning to our respective clients with excellence. Join a national community of engaged professionals for advanced education, meaningful peer connection, and conversations that move the profession forwar