Wealth Management and Estate Planning Guide
Director Mark Luzan was interviewed in the Los Angeles Times' Business Advisory Panel, "Wealth Management and Estate Planning Guide." He discusses important topics, including:
- The effect of innovative technology on consumers managing their own wealth
- Wealth management strategies, including strategies on passing wealth from generation to generation
- Pros and cons of a living trust
- When to update an estate plan
- Irrevocable trusts
- Trusts vs. wills
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