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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



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