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. 

* Required

* I understand and agree to Citrin Cooperman’s Privacy Notice, which governs how Citrin Cooperman collects, uses, and shares my personal information. This includes my right to unsubscribe from marketing emails and further manage my Privacy Choices at any time. If you are a California Resident, please refer to our California Notice at Collection. If you have questions regarding our use of your personal data/information, please send an e-mail to privacy@citrincooperman.com.