Legacy Planning

It’s not just about you. It’s not just about now.

Epstein & White, Now Proudly Part of Mercer Advisors Financial Services

Proper estate planning and legacy planning in San Diego is a crucial component to efficiently protecting and passing along your assets to your heirs. Whether it be to loved family members or to a charitable organization close to your heart, we want to help make sure the goals you have for the assets you have worked so hard to build get carried out as you intend.

Estate plans require a high level of attention to detail in order to efficiently minimize related taxes for your family, heirs, or charitable organization while avoiding probate. Even a small mistake can prove to be very expensive and potentially invalidate your legal documents. At Epstein & White, Proudly Part of Mercer Advisors, we have the expertise in helping our clients create leverage to maximize the estate they leave behind. We also have extensive experience working with trusted CPAs and attorneys to help ensure these assets are passed as tax efficiently as possible while avoiding probate.

One of our close partners, The Law Firm Of Strazzeri Mancini LLP, help serve many of our Epstein & White, Now Proudly Part of Mercer Advisors families on their estate planning and beneficiary asset protection planning needs. To learn more about our relationship and the ways in which Strazzeri Mancini can help you and your unique situation, click here or below to view their “Protecting Promises” brochure where it’s all about helping to protect families and their hard-earned assets.





The highly qualified financial professionals at Epstein & White, Proudly Part of Mercer Advisors can work with you to identify your goals and dreams in retirement. Then we’ll develop strategies to help make those goals and dreams a reality. Click the button below to learn more about the value of working with Epstein and White.

Community organizations that Epstein & White, Now Proudly Part of Mercer Advisors supports:

Epstein & White is a tradename. All services provided by Epstein & White investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Epstein & White.

Tax preparation and tax filing are a separate fee from our investment management and planning services. Tax preparation services does not include and should not be construed as providing tax advice.

Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.

Trustee services are offered through select third parties with which a client would engage directly.

Mercer Global Advisors has a related insurance agency. Mercer Advisors Insurance Services, LLC (MAIS) is a wholly owned subsidiary of Mercer Advisors Inc. Employees of Mercer Global Advisors serve as officers of MAIS. MAIS provides individual life, disability, long term care coverage, and property and casualty coverage through various insurance companies. For Mercer Global Advisors clients who wish to purchase insurance products, MAIS has entered into a non-exclusive referral agreement with Strategic Partner(s), where the Strategic Partner will provide necessary services relative to the marketing, placement, and servicing of the insurance products, including without limitation preparing and presenting illustrations, supporting the underwriting process, assisting with the completion and execution of applications, delivering policies, and servicing in-force business. MAIS and the Strategic Partner will be listed as “co-agents” on the policies. While Mercer Global Advisors does not receive a referral fee, MAIS and the Strategic Partner each receives a percentage of the commission revenue. More information about MAIS and our Strategic Partners may be found in our Form ADV 2A.