Estate Planning: A New Year's Resolution Worth KeepingBy: Trajan Wealth Estate planning is much more than creating a will; these legal and financial arrangements protect your assets and fulfill your wishes in the event of your passing. Here are a few reasons to prioritize estate planning this year:
Read the full article for even more reasons to prioritize estate planning this year. You can also read other Trajan Wealth articles for financial insights from their team of experts. About Trajan Wealth Trajan Wealth, LLC, was founded in 2012 by CEO Jeff Junior. Before his 20+ years in the financial services profession, Jeff was a United States Marine Corps member. Jeff continues to serve his clients and employees with the utmost service, respect, and attention to detail. The firm has multiple locations in Arizona, Texas, and Utah. By using low-cost, diversified portfolios under its fiduciary standard—and working closely with its investment advisors and estate attorneys who work within one office—the company provides long-term support for its client's retirement needs and their estate plans. This includes strategies for wealth accumulation and tax planning. For more information, visit https://trajanwealth.com or call 1-800-838-3079. Disclaimer: *Advisory services offered through Trajan® Wealth L.L.C., an SEC registered investment advisor. Legal services are offered through Trajan® Estate, L.L.C. in Arizona and Utah, and independent law firms in other states. End
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