Estate Planning

EPIC — Estate Planning, Individually Centered

Protect what you've built. Our concentric approach addresses taxes, creditors, spending, and legacy threats — individually centered around your family.

Protect Your Estate

Bryan D. Myers — President, Strategic Asset Management

40+ Years Experience

Why EPIC

Your estate plan should be as unique as your family.

Most estate plans are templates with names filled in. EPIC — Estate Planning, Individually Centered — is different. It's built from the inside out, starting with your core values and working outward through layers of protection.

Like concentric circles, our approach creates multiple rings of defense around your wealth, your family, and your legacy — ensuring that what you've spent a lifetime building is protected and passed on according to your wishes.

The EPIC Framework

Concentric Protection

Four layers of defense, individually centered around your family's needs.

Legacy & Charitable Goals

Asset Protection

Your
Family

Four Threats

What EPIC Protects Against

Every estate faces four fundamental threats. Our plan addresses each one specifically.

Threat 01

Taxes

Federal estate taxes, state inheritance taxes, income taxes on inherited IRAs, and capital gains on appreciated assets can erode your legacy significantly.

Threat 02

Creditors

Lawsuits, business liabilities, divorce settlements, and other creditor claims can threaten assets you intended for your family.

Threat 03

Spending

Without proper structure, inherited wealth can be depleted by beneficiaries who may lack the financial discipline or knowledge to manage it.

Threat 04

Procrastination

The biggest threat of all — delaying your estate plan until it's too late. Without a plan, the state decides how your assets are distributed.

Start Now

Don't Leave Your Legacy to Chance

Schedule a complimentary estate planning review to understand where you stand and what you can do to protect your family.

Schedule an Estate Review

410-259-1625