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The Disney – Lucasfilm Merger and its Lessons for Financial Planning

Lucas and his team of financial advisors

Submitted by Sizemore Investment Letter as part of our contributors program

Charles Sizemore gave his thoughts to the Wall Steet Journal's Quentin Fottrell on George Lucas' decision to sell his Star Wars film empire to Disney ($ DIS) for $4.05 billion in cash and stock and what its implications are for financial and estate planning:

By cashing out now, experts say the filmmaker spared his family the need to pick up the pieces of his empire after he's gone. It also allows him to focus his remaining years on his charitable endeavors - particularly Edutopia and the George Lucas Educational Foundation, which he founded in 1991.

To read full article see "George Lucas Jedi Estate Planning"

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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.


The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

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