Trajan's Tactical Tips

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

Estate Planning

Embracing the Inevitable: Death, Dying, and Planning for the Future

October ushers in the Halloween season, spotlighting themes of death and the supernatural, often playfully. Homes are decorated with skulls and ghosts, and haunted attractions invite the brave to confront the macabre. While Halloween allows for lighthearted celebration of fears, it also encourages deeper reflections on death and dying.

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Illustration of family at Independence day celebration
Estate Planning

The Legacy of Independence

Just as our forefathers asserted their right to independence, a trust allows you to steer your financial future and ensures your wishes are honored.

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Illustration of mics
Estate Planning

Set The Record with A Revocable Living Trust

It is crucial to ensure that your wishes are recorded in the correct manner. By examining the estate planning challenges faced by celebrities, we can gain powerful insights into the significance of proactive preparation and the indisputable advantages of using trusts to prevent family disputes.

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Illustration of tax related documents
Estate Planning

IRS 2025 Revenue Proposals

The IRS has proposed several significant changes to the tax code as part of its revenue proposals for 2025. If enacted, these changes could have profound implications for estate planning and top earners.

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two grown up child cuddle hug give flower gift box red heart card to mature mum.
Estate Planning

Love and Legacy

As Valentine’s Day approaches, many of us are focused on expressing our love and appreciation for our significant others. We gift chocolates, flowers, and sentimental cards to show how much we care. But amidst the romantic gestures and candlelit dinners, it’s worth considering how estate planning ties into the spirit of this holiday.

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The woman making frame round the sun with her hands in sunriseThe woman making frame round the sun with her hands in sunriseThe woman making frame round the sun with her hands in sunrise.
Estate Planning

A New Year’s Resolution Worth Keeping

As we start the new year, don’t forget about estate planning. Although it may not be the most exciting or enjoyable topic to think about, it’s critical for securing your legacy and giving peace of mind to you and your loved ones.

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