Estate Planning And Summer Travels
ncarol.com/10233842

PHOENIX - ncarol.com -- The newest Trajan Wealth blog post was written by Kent Phelps, Attorney, CEO and Cofounder of Trajan Estate. This post describes a familiar story of families using the end of the summer to take trips and vacations. Kent then takes the opportunity to remind everyone that now is also a good time to review your estate plans and make sure your loved ones will be able to smoothly navigate the transition of your estate.

Kent talks about his upbringing and how his family would travel to a spot in the mountains to enjoy country life before school began in the fall. He describes the types of activities he would do with his cousins and how his family would take the opportunity to leave the hustle and bustle behind for their time on vacation.

These types of trips are common for many of our families, and provide a good opportunity for us to review our estate plans and make sure we're set up properly for the future. Though it may seem unrelated, making sure your future is secured can help bring you peace of mind when you're traveling.

More on ncarol.com

• UK Financial Ltd Announces Full Ecosystem To Erc-3643 "SEC-Ready" Tokens For All UK Financial Ltd Tokenized Projects
• Pushing the Wave Series Launches Premium Hardback Editions of 2017–2022 and 2023 Volumes
• ZEELOOL 2025 Black Friday and Cyber Monday Big Deals
• Americans Are Building Family Legacies That Last Generations — Not Just Paychecks That Last a Month
• A $7 Ticket Could Rewrite Someone's Destiny — 327 Acres of U.S. Land to Be Won by Anyone, Anywh

Kent advises that you should carefully plan your estate in the same way you might plan your vacation. Making sure that everyone has everything they need, that children will be looked after, and other important matters are all the types of factors to remember when planning a vacation and your estate.

You can see the entire post about Estate Planning And Summer Travels on the Trajan Wealth Blog. These life experiences and events can all act as a reminder to plan for not only your future, but the future of your loved ones as well.

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.

More on ncarol.com

• Bent Danholm Lists Contemporary Lakefront Residence in Winter Garden's Avalon Cove
• Safe Health Zones: A Global Breakthrough to Protect Night-Shift Workers from Preventable Harm
• ProfileSpider Launches Powerful One-Click Profile Scraper for Recruiters and Growth Teams
• NATCO Awarded U.S. Patent for Persimonal® – Breakthrough Innovation in Preparing Persimmon Leaf Extract
• Little Wheels Adds Parent Recording to Vehicle Tales, Turning Bedtime Stories into Family Keepsakes

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.