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

• Vision Elite Royalty Announces Major Rebrand
• Providence Place Hosts Community Easter Event for Local Children in High Point
• Century Fasteners Corp. Exhibiting at 2026 MRO Americas Show – April 21-23, 2026 – Booth #2257
• Why Most "Artist Deals" Are Just Repackaged Services — And What Real Music Infrastructure Really Is
• Blue Sparrow Coffee named Best Matcha in Westword's Best of Denver 2026

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

• Ocean County College Introduces Pathways to Simplify the Student Journey and Strengthen Career Connections
• Kiko Nation Expands to Apple App Store, Achieving Full Mobile Deployment for Livestock Digital Registry Platform
• The Lawyers' Marketer Launches Claude AI Implementation Service for Law Firms
• Certified Trading Card Association and Collectors MD Launch Healthy Hobby Initiative
• Independent Artist Builds AI-Driven Soul Collective to Scale Music Creation

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.