A blog for everyday financial tips, Trajan news updates, and more
The greatest gift this season? Peace of mind. Priceless, really. Especially when you consider what peace of mind has done for Kent Phelps, an estate attorney himself who experienced the loss of his parents.
Several times a day, we receive inquiries from the general public about needing help after a loved one has passed away. Here are just a few recent inquiries: “My wife
An estate plan often focuses on the tangible property such as jewelry, artwork, money, and vehicles. However, in this age of technology, it is important to remember to include your
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
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
If you’ve been putting off the protection of assets, now is the time to take care of it. From potential lawsuits to undue taxation, you don’t want to lose any
By Kent Phelps, Attorney & CEO of Trajan Estate On August 29th, Michael Jackson would have turned 64 years old. His children are now 25 (Prince), 24 (Paris) and 20
It’s essential to revisit and change your estate plan from time to time. Most financial experts recommend that you review and revise your estate plan every three to five years
You already know that planning your financial future is a vital part of creating a comfortable, sustainable life. But how do you know exactly when to take what steps? Creating
