Continuing The In-N-Out Burger Story
ncarol.com/10219525

PHOENIX - ncarol.com -- Last month Trajan Wealth published Part 1 of the In-N-Out Story that explained how the planning from the original owners allowed the company to survive chaos in leadership. You can now read the concluding article Part 2 of the In-N-Out Story that continues to lay out the ways planning can help protect your assets and heirs.

Esther L. Snyder established a trust that kept the majority of stock to be passed down to her children and granddaughter. In the first installment, Trajan Wealth illustrated how this helped avoid taxes, and kept the wealth in the family and safe from possible divorces, lawsuits, bankruptcies, or other life crises

More on ncarol.com

• Meridianvale Unveils QarvioFin Public Beta: The First 'Glass Box' AI Operating System for Autonomous Finance
• New Bookings Available For Modeling Expert Amy Simon In Raleigh, North Carolina, Miami, Florida
• DwellSafe Announces Collaboration with a Nationally Recognized Academic Medical Center
• Mend Colorado Launches Revamped Sports Performance Training Page
• Rotary Club of Charlotte South Hosts 4th Annual "Perfectly Paired" Wine Tasting & Auction

In this blog post, Trajan discusses how their trust planning allowed them to not only pass on that wealth, but helped it grow exponentially over generations. One important tip to remember when legacy planning, is that a trust does not require an expiration date. A qualified estate attorney can create wealth for your descendants in perpetuity.

Not only does this plan enable the wealth to grow into the future, but it also protects the contents of the trusts from estate taxes. Not only from the cost of the stock upon Esther's death, but into the future, protecting all that appreciating wealth from takes for all the heirs.

To read this blog as well as the first installment of this story, read the Trajan Wealth Blog and learn the estate planning lessons from In-N-Out. A proper plan for yourself and your future benefactors can help ensure your wealth will continue to grow and help your family prosper long into the future.

More on ncarol.com

• Parkway Prosthodontics Achieves Breakthrough Full-Arch Reconstruction Case
• Postmortem Pathology Expands to Phoenix: Bringing Families Answers During Their Most Difficult Moments
• Blasting Off with Space Sector Companies: Artemis II Manned Moon Mission is Set to Launch: Could $ASTI be on the Same Rocket Ride as $ASTS & $LUNR?
• Costa Oil Named Primary Sponsor of Carson Ware for the United Rentals 300 at Daytona International Speedway
• From Gen Z to Gen Alpha: The One Ingredient That Matters More Than Ever in STEM

About Trajan Wealth:

Trajan Wealth LLC formed in 2012, was founded by CEO Jeff Junior. Prior to his 20+ years in the financial services profession, Jeff Junior was a member of the United States Marine Corps. Jeff continues to serve his clients and employees with the utmost service, respect, and attention to detail. The firm has multiple locations in Arizona, Texas, and Utah. Trajan Wealth is expanding to the Atlanta area in the coming months.

By using low-cost diversified portfolios under its fiduciary standard—and working closely with both its investment advisors and estate attorneys who work within one office—the company provides long-term support for its clients' retirement needs as well as their estate plans. This includes strategies for wealth accumulation and tax planning.

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

Disclaimer:

* Advisory services offered through Trajan® Wealth L.L.C., an SEC registered investment advisor. Legal services are offered through ​Trajan® Estate, L.L.C. ​in Arizona and Utah, and independent law firms in other States.