Estate Planning
Why It’s Time to Create a Will
Many people do not think about estate planning until they are elderly or sick. Though these are valid times to consider your will, it is wise to draft a will
July 22, 2021
Trajan's Tactical Tips
A blog for everyday financial tips, Trajan news updates, and more
Estate Planning
What Is Legacy Planning?
When it comes to passing along your assets, there are specific steps to ensure your wishes and preferences for your estate are followed. It’s been awhile since we talked about
March 4, 2021
Estate Planning
What Does Wealth Mean to You?
When people think of wealth, they might think of examples in film, such as Veruca Salt from the 1971 classic Charlie & the Chocolate Factory. Little Veruca had everything she
September 1, 2020
Estate Planning
Crisis Preparation: Safeguarding Your Financial Future
Safeguarding Your Financial Future Experiencing the death of a loved one and what can financially happen if not appropriately planned for is an unfortunate reality for many. Not having protection
April 30, 2020
Business
Considering Buying A Vacation Property? Be Tax Aware
With real estate prices recovering to where they were pre-2008 in most of the U.S; many people are buying U.S. vacation homes, and homes abroad for various reasons. The appeal
September 1, 2019
Estate Planning
When Your Child Inherits
For many parents, planning to leave their estate to their children is a common practice. There are many things to consider when planning to leave your children an inheritance, but
February 1, 2019
Estate Plans and Wills: Not Just for Retirees
Regardless of your age, having a will or estate plan is essential for many reasons, and isn’t just limited to passing assets at death. A will provides necessary asset passing,
August 31, 2018
The Value of Planning for Life’s Messes
Planning is valuable for many reasons and helps to ‘normalize’ things when you find yourself in the middle of an unexpected life event. A death, a critical illness, job loss,
August 15, 2018
Legacy Planning as Part of Life Planning
Leaving a legacy through the passing assets today and after your death is a process that requires correct planning and execution. With the recent Tax Cuts and Job Act of
April 2, 2018