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.
July 17, 2024
Trajan's Tactical Tips
A blog for everyday financial tips, Trajan news updates, and more
Estate Planning
Estate Planning: Safeguarding Your Summer Season and Beyond
As you pack for summer vacation, consider checking your estate planning. By addressing these critical aspects now, you’ll ensure that you and your family can fully embrace the joys of summer worry-free.
June 21, 2024
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.
May 10, 2024
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.
April 29, 2024
Estate Planning
Minimizing Family Conflict with a Living Trust Estate Plan
When a parent dies without a clear estate plan, confusion, hurt feelings, and family discord can arise between siblings who have different understandings of their entitlements to the estate.
April 8, 2024
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.
February 11, 2024
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.
January 10, 2024
Estate Planning
The Hallmark of Estate Planning
For those of us who shamelessly indulge in feel-good Hallmark Christmas shows at this time of year, it’s an ideal opportunity to draw parallels between the spirit of these films and the importance of estate planning. Join us as we explore the valuable lessons from Hallmark Christmas movies.
December 14, 2023
Estate Planning
Why Estate Planning Deserves a Seat at the Thanksgiving Table
As Thanksgiving approaches, our minds often turn toward gratitude, family, and tradition. While these elements are central to the holiday, it is also an opportune time to reflect on long-term plans, ensuring the well-being of our loved ones for generations to come.
November 20, 2023
Estate Planning
Do Grandparents Make Good Parents?
When it comes to guardianship for your kids, who should you pick? Here are qualities to look for when selecting the right person for the role.
September 5, 2023