Trajan's Tactical Tips

A blog for everyday financial tips, Trajan news updates, and more

Child with American flag, celebrating independence
Estate Planning

Estate Planning and Independence

In estate planning, we often talk about gifts and gifting, typically within the context of money, assets, and taxes. Kent Phelps, attorney and Trajan Estate CEO, believes that our values are the most important gifts we can give our heirs. Among these, the gift of work ranks as one of the most valuable. Phelps shares his story here.

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