Estate Planning
End-of-Year Planning
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
November 21, 2022
Trajan's Tactical Tips
A blog for everyday financial tips, Trajan news updates, and more
Estate Planning
Planning Your Digital Legacy
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
October 14, 2022
Estate Planning
Make Money Referring Estate Planning Business
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
September 29, 2022
Estate Planning
A Year-End Trust Checklist
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
September 29, 2022
Estate Planning
3 Estate Planning Lessons Learned From the Anne Heche Tragedy
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
September 20, 2022
Estate Planning
Cover Your Assets With the Three C’s
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
August 25, 2022
Estate Planning
3 Michael Jackson Estate Planning Mistakes and How You Can Do Better
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
August 11, 2022
Estate Planning
Is It Time to Update Your Estate Plan?
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
July 1, 2022
Estate Planning
Is It Time to Create a Living Trust?
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
December 10, 2021
Estate Planning
Why Invest?
To accumulate wealth, people may choose to invest their money into various types of investments. Investing creates opportunities that otherwise would be difficult to manage due to the consistency of
August 1, 2021