News and Updates

Congrats to Tsveti Reil on her U.S. citizenship!
June 6, 2023
If you had your taxes done at Epic Trust this year, you might have seen a new face around the Richland office, that of Tsveti

Roth It to Insure It
March 27, 2023
Avoid passing on the ticking time bomb of taxes on qualified accounts to heirs

New Year, New Goals
February 23, 2023
Tips for building a foundation key to goalsetting success


Tyson Reil Amongst Coterie’s Top 5 Agents
February 2, 2023
Coterie Insurance Agency of Cincinnati, Ohio recently ranked Tyson Reil, Chief Marketing Officer and President of Insurance at Epic Trust among its top 5 agents for 2022.
