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Tactical Tips Blog

Annuities
Estate Planning
Investing
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Retirement Planning
Taxes

Category:Estate Planning

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More Than Ever: Why a Revocable Living Trust is Essential

November 2, 2025

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How a Proper Estate Plan Protects More Than Just the Wealthy or Elderly

October 6, 2025

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The Art of Multi-Generational Wealth Transfer

September 2, 2025

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A Fiduciary’s Guide to Giving and Receiving an Inheritance

August 12, 2025

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A Fiduciary’s Guide to Pet Trusts: Ensuring Your Beloved Companion’s Future

August 7, 2025

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The Great Wealth Transfer: How to Protect Your Legacy

August 7, 2025

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Securing Your Summer Adventures: Why an Updated Revocable Living Trust is Essential

June 13, 2025

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How to Choose the Right Executor

March 13, 2025

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Gathering and the Importance of the Family Meeting

November 25, 2024

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

October 23, 2024

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Estate Planning for Pets: Understanding Pet Trusts

August 20, 2024

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The Legacy of Independence

July 17, 2024

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Scottsdale, AZ 85255

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Advisory services are offered through Trajan® Wealth, LLC, an SEC registered investment advisor. Legal services offered by Trajan® Estate, LLC in Arizona and Utah, and by Estate Lawyers, PLLC in other states.
Annuities not Advisory products. Guarantees backed by the issuing insurance company. D.B.A. Trajan® Wealth Insurance Solutions.
Tax services offered through Trajan® Tax LLC.
Small business 401(k) services offered through a third-party partner.
High Yield Savings account offered by Cantor Fitzgerald Insured Cash Program℠ as an Introducing Party for a deposit bank program. The deposit bank program is established and administered by StoneCastle Cash Management, LLC. Trajan Wealth LLC is not a member of the Federal Deposit Insurance Corporation (“FDIC”) and is acting as an Intermediary. Trajan Wealth is not a bank.
Investment in private equity requires accreditation.
USA TODAY’S Best Financial Advisory Firms 2025, 2024 & 2023 (Received April 23rd, 2025, April 24th, 2024, and April 26th, 2023). Licensing fees are paid post-award for the use of the ranking.


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