Estate planning and summer trips

How planning your summer vacation compares to planning your estate

Phoenix – August 31, 2023 – register — The latest post on the Trajan Wealth Blog was written by Kent Phelps, Attorney, CEO and Co-Founder of Trajan Estate. This post describes a familiar story of families taking advantage of the end of summer for trips and vacations. Kent then takes the opportunity to remind everyone that now is also the time to review your estate plans and ensure that your loved ones will be able to smoothly navigate your property transition.

Kent talks about growing up and how his family used to travel to a place in the mountains to enjoy country life before starting school in the fall. He describes the kinds of activities he would do with his cousins ​​and how his family would take the opportunity to leave the hustle and bustle to spend their time on vacation.

These types of trips are popular with many of our families, and provide a good opportunity for us to review our estate plans and ensure we are properly prepared for the future. Although it may seem irrelevant, making sure your future is secured can help you achieve peace of mind while traveling.

Kent advises that you should plan your estate carefully in the same way you might plan your vacation. Making sure that everyone has everything they need, that the children will be taken care of, and other important things are all kinds of factors to remember when planning your vacation and your belongings.

You can see the entire post about Estate planning and summer trips On the Trajan’s Wealth Blog. These life experiences and events can serve as a reminder to plan not only for your future, but for the future of your loved ones as well.

About Trajan’s fortune:

Trajan Wealth LLC was founded in 2012 by CEO Jeff Jr. Prior to spending more than 20 years in the financial services profession, Jeff Jr. was a member of the United States Marine Corps. Jeff continues to serve his customers and employees with the utmost service, respect, and attention to detail. The company has multiple locations in Arizona, Texas and Utah.

By using diversified, low-cost portfolios in line with its fiduciary standards and working closely with both investment advisors and real estate attorneys working in a single office, the firm provides long-term support for its clients’ retirement needs as well as their real estate plans. This includes wealth accumulation strategies and tax planning.

For more information about all the different services offered or to schedule a free consultation, visit https://trajanwealth.com Or call 1-800-838-3079.

Disclaimer:

* Advisory services are provided by Trajan Wealth LLC, an investment advisor registered with the Securities and Exchange Commission. Legal services are provided by Trajan Estate, LLC in Arizona and Utah, and independent law firms in other states.

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Tammy Hampshire
***@trajanwealth.com

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Source: Trajan’s Fortune

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COMTEX_439319181/2565/2023-08-31T12:25:21