Harold L. Lustig has devoted his life and career to helping seniors protect their assets and enjoy a higher standard of living in their old age. He focuses on increasing income, reducing tax obligations, and simplifying retirement, estate, and longterm care planning for elderly people.
Lustig is founder and CEO of the California Estate and Elder Planning Center and managing member of Lustig Financial Services LLC. He has over 30 years of experience in financial planning, is a Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC), and holds licenses in life/health insurance and investment advising. He obtained his master’s degree in business administration (MBA) from Drexel University.
In 1999, he authored the first financial and estate planning book for homosexual couples, Four Steps to Financial Security for Lesbian and Gay Couples (Ballantine Books), and his upcoming book, Naked in the Nursing Home, will provide readers with valuable longterm care insight.
Lustig and his wife, an elder care advocate and registered nurse, work closely together and live in California.