He was able to clearly answer all the questions I had and made me feel at ease that he had my best interests in mind. 5 Star Review – Erick and his team are doing a wonderful job of helping me establish a financial plan so I may confidently work toward my goals. "They truly have a vested interest in my financial goals and they take their time going over any questions I may have. "She and her team have managed my finances in ways that have given me some freedom during crushing times with my ex-husband. "We feel so blessed knowing our money is secure and that EP Wealth is proactive in notifying us of opportunities to adjust our portfolio to better serve our needs."17 Integrated support for high net-worth families with complex financial needs, including coordination of investments, planning strategies, and multi-generational considerations that may evolve over tim
Unit21 is the leader in AI Risk Infrastructure, trusted by over 200 customers across 90 countries, including Sallie Mae, Chime, Intuit, and Green Dot. On the plus side, creating an APT not only protects certain assets from liability but also reduces the number of assets a person can claim to own legally. When looking into how to set up an asset protection trust, you should know exactly what the intended use is, and research all of what that will entail. (It is possible to get out of an irrevocable trust with the use of a trust protector..) An irrevocable trust differs from a revocable trust because it forces you to give up control of your assets. This type of trust has few benefits aside from allowing your family quick access to the money after your death and eliminating the need for probate. Our platform unifies fraud and AML with agentic AI that executes investigations end-to-end—gathering evidence, drafting narratives, and filing reports—so teams can scale asset protection planning for retirement safely without expanding headcount. Offshore Asset Protection Trust With proper legal guidance and thoughtful design, a living trust can offer Californians peace of mind, knowing that their hard-earned assets are protected and their loved ones provided for. It provides a way to protect your assets, confirm smooth succession, and preserve your legacy without the delays, costs, and public nature of probate. It’s advisable to review your trust every 3–5 years or after major life changes to make sure it still meets your goals. California is a community property state, meaning that most assets acquired during marriage are jointly owned. Understanding these limitations and seeking professional guidance can help you create a comprehensive estate plan that effectively protects your assets and achieves your desired outcome
Plan for Social Security retirement benefits Please contact a financial representative for guidance and information that is specific to your individual situation. By following these steps for retirement planning, you can create a retirement savings plan that works to help secure your financial future. Your goal for this step is to come up with a solid ballpark estimate that you can alter as your life circumstances change or you get closer to retirement age. Medicare also doesn’t start until age 65, so you’ll need to maintain private health insurance before the
Living trusts offer many benefits beyond asset protection, including probate avoidance, easier distributions to heirs, and privacy. Located in Indianapolis, Indiana, we also serve clients in Scottsburg, Terre Haute, Kokomo, Martinsville, Lebanon, and Greensburg. To learn more about how trusts can protect your assets and avoid the probate process, asset protection planning for retirement reach out to an estate planning attorney today. By incorporating trusts into your estate plan, you can protect your assets from taxes and make sure they are distributed in the most tax-efficient manner. With a trust, it’s possible to reduce the taxable estate and preserve wealth for future generations. For high-net-worth individuals, estate taxes can consume a substantial portion of the estate, potentially necessitating the sale of assets to cover the tax liabilit
"…takes care in responding to my questions, explains well the particulars of my financial plan and investments, and is aways open to concerns I might express." 11 "The team is super responsive and always incredibly helpful in helping me ensure I am ready for retirement and beyond. From day one they were familiar with my account, attentive to my needs and went above and beyond with service - including assistance with computers! We are very confident in his management of our investments because his decisions are rooted with our success as the priority."21 When planning for financial success and the utilization of my investments he takes a cautious approach which gives me confidence that my long-range financial goals are secure."30 Income Range "In times like these it is a complete pleasure and comfort to work with the professionals at EP Wealth, especially Ashley. I never doubt his commitment to us and our investments."28 "They have answered all of my questions very quickly and thoroughly. "From the start, they demonstrated a high level of professionalism and deep knowledge of investments, retirement planning, and tax-efficient strategies. Guidance for navigating financial considerations before, during, or after divorce, including cash flow analysis, asset division scenarios, and longer-term planning implications. Holistic planning that brings together cash flow, investments, retirement, and other financial considerations to help clients make informed decisions across different life stages. Whether you are suddenly single or you’re in charge of your family’s finances, today’s women have more to juggle than ever before. If you’re serious about pursuing your goals, then you’ll be able to build that into your budget. We have the team, the resources, and experience to help you. And if you’re not satisfied, you can cancel at any time. There’s no obligation, and you’ll walk away with clarity on both your finances and what working together would cos