Interview: Harold Lustig – Estate Planner

Harold Lustig

Harold Lustig is the Founder and CEO of the California Estate and Elder Planning Center and Managing Member of Lustig Financial Services LLC.

After the distressing experience of hearing his father saying he had outlived his assets, Lustig began a life-long journey to assist seniors increase income and protect their assets, enjoy a higher quality of life and reduce their tax obligations, thus leaving more wealth for their spouses, children and grandchildren. With over 30 years of financial planning experience, his focus and passion is to help seniors and their families with retirement and estate planning as well as long term care planning.

Lustig obtained a business degree in accounting and a Master’s degree in Business Administration from Drexel University in Philadelphia.

Currently, he holds the Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), the California Life and Health Insurance license as well as the Series 65 Investment Advisor’s License.

4-Steps-to-Financial-Security-for-Lesbian-and-Gay-CouplesLustig is the author of the first financial and estate planning book for lesbian and gay couples. The book, 4 Steps to Financial Security for Lesbian and Gay Couples was published by Random House. In the Spring of 2011, Lustig will launch his second book Naked in the Nursing Home: The Women’s Guide to Paying for Long Term HealthCare Without Going Broke.

The mission of the California Estate and Elder Planning Center is to help seniors and their families protect their lifestyle through estate planning, long-term care planning and wealth transfer. Harold works closely with an Elder Law Attorney and his wife who is an Elder Care Advocate and RN.

Pro-Track Profile

Harold is another long-time member of the Northern California Chapter of the National Speakers Association who has signed up for the Pro-Track training. To hear an update on his business and what he thinks of Pro-Track, click on the podcast icon below.

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