Your estate plan should meet your family’s unique needs, and now is the time to start putting your wishes onto paper. This work might seem overwhelming, but it doesn’t have to be! Start now with a complimentary consultation from an independent estate planning attorney.
Here to help with as many phone calls, emails, meetings, and reviews as it takes to ensure you feel confident about your plan.
With decades of legal experience, our team has been featured on ABC News, NBC News, FOX News, and AZCentral.com.
Receive simple but powerful advice on the often-complex question of how best to protect your family going forward, including complicated estate taxes.
We’ve always been forward-thinking. Trajan Wealth was the first Advisory firm approved by the Arizona Supreme Court to provide in-house attorneys to serve their clients better. We created Trajan Estate in Arizona and Utah to offer holistic services, and in other states, we work with independent estate planning attorneys.
– William James
It’s truly never too early to put these plans together. Our team prepares you and your loved ones for the road ahead. Click the icon to learn more about the personalized solutions we offer.
Work with our team to maximize your bequeathments (and minimize unnecessary taxes).
Our living trusts include many options others don’t, including trust funding, bank coordination, sub-trusts, and much more.
Our lawyers set up living trusts to help you avoid costly and time-consuming problems down the road.
*Additional legal work. A separate fee may be incurred.
What is the difference between estate planning and a will? Well, think of estate planning as the umbrella term for your future plans. Between estate taxes, charitable giving, and living wills, there are a lot of considerations to navigate.
Conversely, a will is a document encapsulating your specific instructions for your assets and dependents in the event of your death or incapacitation.
Thinking ahead for your family is one of the best things you can do for them. At Trajan Wealth, you can work with an estate planning attorney to help untangle these needs, ensuring you and your loved ones are set up for a smooth journey ahead.