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  • Home
  • Company Profile

      About Us

      Learn more about Marion Consulting and other things.

      Our Perspective

      Our unique resources give us our competitive advantage.

      Our Team

      Finance solutions are strategic services and tools designed.

      Advisory Board

      Business marketing research is the process of gathering.

      Office Locations

      An investment policy outlines the guidelines and strategies.

      Get Free Consultation

      Take the first step toward smarter decisions with our free consultation service.

  • Services
      Estate & Gift Tax Planning
      Asset Protection Planning
      Philanthropic Planning
      Investment Management
      Business Planning
      Retirement Planning
      Employee Benefits
      Life Insurance
      Life Settlement
  • Allied Experts
      Law Firms
      CPA Firms
      Investment Management
      Property & Casualty Insurance
      Qualified Plan Administration
      Charitable Trust Administration
      Valuation Consultants
      Employee Stock Ownership Plans (ESOP)
  • References
    • Client References
  • Info Center
    • Articles
    • Useful Numbers
    • Contact Us

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November 24, 2025
Estate Planning

The 8 Pitfalls of Estate Planning

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For more than 50 years, Marion Consulting, LLC has assisted families with wealth preservation and legacy planning. We design and implement state of the art strategies for our clients in the areas of estate planning, philanthropy, life insurance, business succession, executive retirement benefits, core employee benefits, and investment management.

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7700 Irvine Center Dr Suite 800
Irvine, CA 92618
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7001 N. Scottsdale Rd Suite 1055
Scottsdale, AZ 85253
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