Founded in 1999, Estate Planning Team, Inc. (EPT) operates as a "back-office" support system for a membership of independent financial professionals across the United States. The company's mission is to equip these member advisors with the necessary tools, strategies, marketing support, and case design for complex estate and tax planning. EPT specializes in advanced strategies such as charitable planning, premium financing, and various tax reduction techniques, enabling their affiliated advisors to offer sophisticated wealth management and preservation solutions to their clients.

Founded in

United States