A blog for everyday financial tips, Trajan news updates, and more
A major update for business owners: A federal court has temporarily blocked parts of the Corporate Transparency Act (CTA), pausing enforcement of certain provisions. Learn how this development could impact compliance requirements and what it means for your business.
Since holiday spending doesn’t include just gifting, it’s essential to set your holiday budget now. You may spend extra on food, gifts, decorations, travel, and more during the holiday season.
On January 1, 2021, Arizona became the first state to abrogate its long-standing prohibition against an attorney paying a non-attorney for referring a client. Attorneys may now pay a referral
The end of the year is a great time to review your trust document, update information, buy or sell assets or even cancel your trust if you choose. It’s important
The thought of becoming disabled and unable to work may not be top of mind, but would you be financially prepared if it happened to you? According to the Centers
By Kent Phelps, Attorney & CEO of Trajan Estate My wife takes the time to send me articles involving estate planning, or lack thereof, in current events. I was saddened
Alphabet (Google) is a classic example of what we look for in a stock: rapid, long-lasting growth, a widening economic moat, and a reasonable valuation. We think the stock could double over the next five years.
