Equity Planning Institute is a financial services and consulting company based in Bethesda, serving the town and surrounding communities. Founded in 1963 and led by President Marc S. Schliefer, the company focuses primarily on estate planning and preparation services. The firm works to help clients in asset management and tax issues, and it provides estate management and advice to allow clients to keep their finances in order. Call for more information or to speak with an associate about estate planning issues.