Charitable lead trusts add a win-win to your estate planning agenda: they can serve the financial
needs of family and other loved ones while also funding the charities you care about.
About the Author: Erick Arndt
Erick Arndt is a Wealth Advisor helping clients build and manage wealth since 2003. He holds the following securities registrations with LPL Financial: Series 7, 65, 6, 63, and 26. Erick’s focus is to help clients create wealth, enjoy it, and preserve it over their lifetime and generations to come.An advocate for small business, he works hands-on with companies to provide high quality retirement plans with fun and engaging education workshops for plan participants. Mr. Arndt earned his Accredited Investment Fiduciary (AIF) designation and also his Professional Plan Consultant (PPC) designation to help employers optimize their company sponsored retirement plans by helping participants pursue their retirement goals as well as keep compliant with government regulations.Erick, an advocate for small business, founded SCV Startup, the technology Startup Community in Southern California with a mission of creating and curating high tech companies and jobs in Santa Clarita.