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!