Matters Beyond Wealth

Are trusts dead?

Learn what a trust is and three reasons to consider them as part of your estate planning
 

What is probate and can it be avoided?

Learn how you can avoid probate of your Will to benefit your beneficiaries and executors

Planning for life beyond 100

Maintaining financial security up to age 100 requires long-term planning for health care and living costs.

Aging at home safely and securely

Learn how aging at home is possible with proper planning for your everyday needs and living space. 

Incapacity: Do you know if family decides for you?

Find out what happens and how to prepare for when you can no longer make your own decisions. 
 
 

Plan for incapacity: Protect yourself with powers of attorney

Powers of attorney for property and care are essential. Find out what can happen if you don’t have them.

Create a lasting legacy through charitable giving

There are many ways to give to make a real and lasting impact, now and in the future.

Where there’s a Will, there’s a plan … sometimes

Daniel Goldgut and Arin Klug, co-founders of Epilogue Wills discuss the importance of having a Will and a power of attorney in place.