Estate Planning

Enjoy the little things in life ... for one day you'll look back and realize they were the big things.

Upon death, you can leave your money to your loved ones, your favorite charities, or to the government… two of the choices are certainly more favored than the third. We look to maximize the distribution of the wealth that you have created during your lifetime in order to fulfil your ultimate objectives. We assist you in establishing a comprehensive estate plan that leaves little to chance. Proper estate planning allows for the distribution of your estate efficiently and effectively creating a lasting legacy that provides for the ones you leave behind, and supports the organizations that can positively impact the lives of many.

Epic Insights

Dec 7, 2022

Through all the challenges, newfound opportunities, and every high and low we’ve experienced during the last couple of years, it’s no surprise why we might be striving for more balance. Whether it’s about the markets and global economy or what’s happening in our local communities, the news we’re hearing on a daily basis has the … Continue reading “Market Update: Outlook 2023”

Dec 5, 2022

The Internal Revenue Service has released new limits for the coming year. After months of high inflation and financial uncertainty, some of these cost-of-living-based adjustments have reached near-record levels.

Dec 2, 2022

Unless you live on another planet, you are fully aware of this thing called inflation — whether you’re at the grocery store, a gas station, buying clothes online, hiring a contractor or doing almost any other thing that requires spending money for something. Earlier this year, the Federal Reserve started raising interest rates to rein … Continue reading “Taking a Hike”

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