Estate Planning And Summer Travels

PHOENIX - Amzeal -- 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 Amzeal News

• USA Marketing Pros Launches Limited-Time Discount on One-Page Websites
• Chief Gene Saunders Founder of Project Lifesaver International Selected to Appear on Spotlight Television
• The Luxe Team at Dale Sorensen Real Estate Brevard Presents 100 Ocean Condominium in Melbourne, Florida
• mpathic Achieves SOC 2 Type II Certification, Demonstrating Commitment to Data Security & Compliance
• Generative AI To Spur Growth of Quantum Computing

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 Amzeal News

• How to Apply Online for a Loan that pays You in 24 hours
• Metro Commercial Miami Team Doubles
• Wave2 Launches New Dynamic Data Integration Features to Elevate Bank and Credit Union Convenience
• Introducing the TCG-4lite: Streamlined Connectivity for Mobile Machines
• Texas Advocacy Project Aids 10k+ Abuse Victims Annually; Offers Subject Matter Experts for Domestic Violence Awareness Month

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.