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

• Cellofest Brings Free Cello Concerts and Community Events to Bethany Beach August 5–16
• Blue Sky Capital Strategies, LLC awarded Leasing and Financial Services agreement with Premier Inc
• Michael M. Thomas Expands Executive Leadership Across Central India Outreach and Royal Trinity School
• Northeast Airlines and Travel, Inc. Initiates FAA Part 121 Certification for Boeing 737-800 Freighter Cargo Operations
• Walker's Realty and North Jersey Properties Introduce Extraordinary Luxury Estate for Rent in West Orange, New Jersey

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

• Extreme Heat Strains Home Appliances: Appliance EMT Offers "Summer Rescue" Relief
• Independent West Texas Metal Multi-Instrumentalist & Producer. "MAD CHAD™" Russell Surpasses 1.9 Million Project Interactions Via DFGS Productions
• No Download Needed: Goosechase Adds Browser Play to Every Experience
• TOLI North America Introduces Hitoe AdVantage Homogeneous Sheet, Anti-Viral Flooring for High-Traffic Spaces
• HER Patio Productions celebrates one-year Anniversary of "Say Grace"

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.