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

• JoCa's Echoes of Haworth Sells Out on Opening Night in Mexico City; Artist Heads to San Luis Potosí and Miami Art Week
• Alvear Homes Explains NC vs. SC Property Taxes for Charlotte-Area Homebuyers in 2026
• Home2 Suites by Hilton Lee's Summit, MO Opens to Guests
• Shanghai Chengwei Semiconductor Equipment Launches High Precision Laboratory Central Gas Supply System
• Your Local Pro Expands National Service Network to 273+ Locations Across Plumbing, Cleaning, Landscaping and Hydrovac

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

• Acuvance Coker Study Finds Experience, Not Supply, Is the Biggest Advanced Practice Provider Workforce Challenge
• Uk Financial Moonshot Token™ Robinhood-chain Goes Live On Tokpie Exchange Tomorrow, With Solana Side Of UKFLMS To Follow In Global Listing Expansion
• KayeDinero Took Her Voice Off the Beat — And Says the Music Got More Personal
• Solid Earth's new "Welcome to Real Estate" campaign introduces RealtyID™: Know Before Your Open the Door
• KayeDinero Didn't Stop Writing. She Stopped Putting Words on the Beat

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.