In Focus Resource Center > News

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

Find out what Mark has to say here

 

 

Our specialists are here to help.

Get in touch with a specialist in your industry today. 

By your submission of information in this form, you are consenting to our collection, use, processing and storage of your information in accordance with Citrin Cooperman’s privacy policy. If you have questions regarding our use of your information, please send an e-mail to privacy@citrincooperman.com