For Families

What is Estate Planning, and why is it a core component of financial planning?   

Estate Planning empowers you to take control of your affairs, safeguard your assets, and provide clear guidance for your loved ones during challenging times. It’s for everyone, regardless of age or wealth, who wants to ensure their assets and affairs are managed according to their wishes in the event of incapacity or death.

It’s the process of arranging for the management and distribution of your assets after you pass away, or if you cannot make decisions by drafting and executing legal documents like wills, trusts, powers of attorney, and healthcare directives to specify how your property and affairs should be handled.  Beyond simply dictating who receives your assets and how they’re distributed to your loved ones, it can minimize legal complications, reduce tax burdens, and provide instructions for your healthcare and financial decisions if you cannot make them yourself. 

Here’s a brief video from our CEO to explain what makes ePIC unique and how we have revolutionized the estate planning process…