Estate Planning

Videos

Estate Planning Basics

Common Questions on Estate Planning

Lifetime Gifting

Differences Between Revocable and Irrevocable Trusts

Gifting to Children Under Age 18

How to Structure a Family Loan

Proactive Conversations That Lead to Successful Wealth Transfer

Plan for Your Child with Special Needs with a Trust

Estate Planning for Under $5M Net Worth

What You Need to Know About Spousal Lifetime Access Trusts (SLATs)

Protecting Your Family With Estate Planning

Pros and Cons of Gifting Your Home While Living

Financial Independence and Legacy Planning Through Lifetime Gifting

Maximizing Lifetime Gift Limits Before the 2026 Shift

Estate Planning

Podcast Episodes

Effective Strategies for Wealth Transfer to the Next Generation

Estate Attorney David DelFiandra: Having Tough Conversations Now Will Save Millions in The Future

Financial Planning Checklist for New Parents

Maximizing Impact and Tax Benefits: Charitable Giving for High Earners

Planning Ahead: Financial Steps to Take Before a Loved One Passes

Request an Appointment

In 15 minutes we can get to know you – your situation, goals and needs – then connect you with an advisor committed to helping you pursue true wealth.

EWA, LLC dba Equilibrium Wealth Advisors, is an SEC-registered investment advisory firm providing investment advisory and financial planning services to clients.

Investments in securities and insurance products are not insured by any state or federal agency.

To view EWA’s public disclosure, registration, Form ADV and Part 2B’s, click here.
To view EWA’s Client Relationship Summary (CRS), click here.

EQUILIBRIUM WEALTH ADVISORS is registered with the U.S. Patent and Trademark Office by EWA, LLC.

EWA is a claimed trademark of EWA, LLC. FIN-LYT BY EWA® is a registered trademark of EWA, LLC.

© COPYRIGHT 2025 EWA, LLC. ALL RIGHTS RESERVED.